SB Financial Group
SBFG
52 hedge funds and large institutions have $64.6M invested in SB Financial Group in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
62% more capital invested
Capital invested by funds: $39.9M → $64.6M (+$24.8M)
37% more funds holding
Funds holding: 38 → 52 (+14)
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
5.1% more ownership
Funds ownership: 48.17% → 53.27% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$4.29M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.21M |
| 3 |
State Street
Boston,
Massachusetts
|
+$1.16M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$1.02M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$702K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$1.94M |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$1.08M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$494K |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$476K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$463K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Canada Life
Winnipeg,
Manitoba, Canada
| $1K | +$418 | +29 | +91% |
|
|
FL
52
Fourthstone LLC
St Louis,
Missouri
| – | -$1.08M | -98,370 | Closed |
|
|
KCM
53
Kennedy Capital Management
St Louis,
Missouri
| – | -$494K | -46,650 | Closed |
|
54
Millennium Management
New York
| – | -$364K | -34,415 | Closed |
|
55
Victory Capital Management
San Antonio,
Texas
| – | -$26K | -2,528 | Closed |
|
SBFG Hedge Fund Activity: Q2 2020 in Review
52 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q2 2020, worth a combined $64.6M — up 62% from $39.9M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SBFG positions and 4 closed out — a net gain of 14 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was BlackRock, adding an estimated $4.29M. The largest seller was Stieven Capital Advisors, cutting an estimated $1.94M.
- 52 institutional investors held SB Financial Group (SBFG) as of Q2 2020, up from 38 in Q1 2020.
- Funds reported $64.6M of SB Financial Group stock for Q2 2020, up 62% quarter-over-quarter.
- 18 funds opened new SB Financial Group positions in Q2 2020 and 4 closed out, a net change of +14 holders.
- The largest SB Financial Group buyer in Q2 2020 was BlackRock, an estimated $4.29M added.
- The largest SB Financial Group seller in Q2 2020 was Stieven Capital Advisors, an estimated $1.94M sold.
Based on aggregated 13F filings for Q2 2020.