SB Financial Group
SBFG
48 hedge funds and large institutions have $51.5M invested in SB Financial Group in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 5 closing their positions.
0.9% less ownership
Funds ownership: 53.27% → 52.38% (-0.9%)
8% less funds holding
Funds holding: 52 → 48 (-4)
20% less capital invested
Capital invested by funds: $64.6M → $51.5M (-$13.2M)
42% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 19
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$295K |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$250K |
| 3 |
BlackRock
New York
|
+$199K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$117K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$657K |
| 2 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$515K |
| 3 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
-$146K |
| 4 |
PH
Pinnacle Holdings
Tulsa,
Oklahoma
|
-$137K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$136K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Osaic Holdings
Scottsdale,
Arizona
| – | -$5K | -315 | Closed |
|
52
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$1K | -61 | Closed |
|
SBFG Hedge Fund Activity: Q3 2020 in Review
48 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q3 2020, worth a combined $51.5M — down 20% from $64.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SBFG and 1 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 11 added.
The largest buyer was Punch & Associates Investment Management, adding an estimated $295K. The largest seller was Wellington Management Group, cutting an estimated $657K.
- 48 institutional investors held SB Financial Group (SBFG) as of Q3 2020, down from 52 in Q2 2020.
- Funds reported $51.5M of SB Financial Group stock for Q3 2020, down 20% quarter-over-quarter.
- 1 fund opened new SB Financial Group positions in Q3 2020 and 5 closed out, a net change of -4 holders.
- The largest SB Financial Group buyer in Q3 2020 was Punch & Associates Investment Management, an estimated $295K added.
- The largest SB Financial Group seller in Q3 2020 was Wellington Management Group, an estimated $657K sold.
Based on aggregated 13F filings for Q3 2020.