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SB Financial Group
SBFG

17 hedge funds and large institutions have $4.46M invested in SB Financial Group in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

71% more capital invested

Capital invested by funds: $2.61M → $4.46M (+$1.85M)

13% more funds holding

Funds holding: 15 → 17 (+2)

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PH
Pinnacle Holdings
Oklahoma
+$420K
2
U
UBS
Switzerland
+$29.6K
3
TRCT
Tower Research Capital (TRC)
New York
+$9.78K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$6.4K
5
HNB
Huntington National Bank
Ohio
+$5.6K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$306K
2
EWP
Edmunds White Partners
Virginia
-$94K
3
Bank of America
Bank of America
North Carolina
-$640
Name Holding Trade Value Shares
Change 		Change in
Stake
J
1
JWest
Indiana
$1.76M +$1.78M +233,849 New
PH
2
Pinnacle Holdings
Oklahoma
$1.03M +$420K +55,109 +67%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$549K – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$503K +$6.4K +840 +1%
First Manhattan
5
First Manhattan
New York
$254K – – –
CCB
6
Cutter & Co Brokerage
Missouri
$121K – – –
Morgan Stanley
7
Morgan Stanley
New York
$83K +$708 +93 +0.9%
HNB
8
Huntington National Bank
Ohio
$64K +$5.6K +735 +9%
U
9
UBS
Switzerland
$29K +$29.6K +3,889 New
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$26K – – –
PMFA
11
Plante Moran Financial Advisors
Michigan
$25K – – –
TRCT
12
Tower Research Capital (TRC)
New York
$12K +$9.78K +1,284 +408%
BIT
13
BlackRock Institutional Trust
California
$1K – – –
Barclays
14
Barclays
United Kingdom
$1K +$800 +105 New
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5 +$3.94K +517 +308%
Wells Fargo
16
Wells Fargo
California
– -$306K -40,234 -100%
EWP
17
Edmunds White Partners
Virginia
– -$94K -12,739 Closed
Bank of America
18
Bank of America
North Carolina
– -$640 -84 -80%

SBFG Hedge Fund Activity: Q4 2013 in Review

17 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q4 2013, worth a combined $4.46M — up 71% from $2.61M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SBFG positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Pinnacle Holdings, adding an estimated $420K. The largest seller was Wells Fargo, cutting an estimated $306K.

  • 17 institutional investors held SB Financial Group (SBFG) as of Q4 2013, up from 15 in Q3 2013.
  • Funds reported $4.46M of SB Financial Group stock for Q4 2013, up 71% quarter-over-quarter.
  • 3 funds opened new SB Financial Group positions in Q4 2013 and 1 closed out, a net change of +2 holders.
  • The largest SB Financial Group buyer in Q4 2013 was Pinnacle Holdings, an estimated $420K added.
  • The largest SB Financial Group seller in Q4 2013 was Wells Fargo, an estimated $306K sold.

Based on aggregated 13F filings for Q4 2013.