SB Financial Group
SBFG
51 hedge funds and large institutions have $66.3M invested in SB Financial Group in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
11% more funds holding
Funds holding: 46 → 51 (+5)
2.16% more ownership
Funds ownership: 49.5% → 51.66% (+2.2%)
2% more capital invested
Capital invested by funds: $65M → $66.3M (+$1.33M)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
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
|
+$901K |
| 2 |
BlackRock
New York
|
+$619K |
| 3 |
Renaissance Technologies
New York
|
+$450K |
| 4 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$444K |
| 5 |
Goldman Sachs
New York
|
+$380K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
-$877K |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$216K |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$207K |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$197K |
| 5 |
BCM
BHZ Capital Management
San Jose,
California
|
-$159K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Acadian Asset Management
Boston,
Massachusetts
| – | -$43K | -2,465 | Closed |
|
52
Fidelity Investments
Boston,
Massachusetts
| – | +$18 | +1 | New |
|
SBFG Hedge Fund Activity: Q1 2021 in Review
51 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q1 2021, worth a combined $66.3M — up 2% from $65M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SBFG positions and 1 closed out — a net gain of 5 holders — while 17 added to existing stakes and 17 trimmed.
The largest buyer was Punch & Associates Investment Management, adding an estimated $901K. The largest seller was EJF Capital, cutting an estimated $877K.
- 51 institutional investors held SB Financial Group (SBFG) as of Q1 2021, up from 46 in Q4 2020.
- Funds reported $66.3M of SB Financial Group stock for Q1 2021, up 2% quarter-over-quarter.
- 6 funds opened new SB Financial Group positions in Q1 2021 and 1 closed out, a net change of +5 holders.
- The largest SB Financial Group buyer in Q1 2021 was Punch & Associates Investment Management, an estimated $901K added.
- The largest SB Financial Group seller in Q1 2021 was EJF Capital, an estimated $877K sold.
Based on aggregated 13F filings for Q1 2021.