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SB Financial Group
SBFG

14 hedge funds and large institutions have $4.55M invested in SB Financial Group in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $4.46M → $4.55M (+$89.8K)

18% less funds holding

Funds holding: 17 → 14 (-3)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
14
Holders Change
-3
Holders Change %
-17.65%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PH
Pinnacle Holdings
Oklahoma
+$48.9K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.12K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8

Top Sellers

Rank Fund Capital Flow
1
J
JWest
Indiana
-$114K
2
HNB
Huntington National Bank
Ohio
-$64K
3
U
UBS
Switzerland
-$26.6K
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$26K
5
TRCT
Tower Research Capital (TRC)
New York
-$8.19K
Name Holding Trade Value Shares
Change 		Change in
Stake
J
1
JWest
Indiana
$1.78M -$114K -14,165 -6%
PH
2
Pinnacle Holdings
Oklahoma
$1.14M +$48.9K +6,069 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$581K – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$534K +$1.12K +139 +0.2%
First Manhattan
5
First Manhattan
New York
$269K – – –
CCB
6
Cutter & Co Brokerage
Missouri
$128K – – –
Morgan Stanley
7
Morgan Stanley
New York
$84K -$3.2K -397 -4%
PMFA
8
Plante Moran Financial Advisors
Michigan
$27K – – –
U
9
UBS
Switzerland
$5K -$26.6K -3,303 -85%
TRCT
10
Tower Research Capital (TRC)
New York
$5K -$8.19K -1,017 -64%
BIT
11
BlackRock Institutional Trust
California
$1K – – –
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5 – – –
HNB
13
Huntington National Bank
Ohio
– -$64K -8,482 Closed
California Public Employees Retirement System
14
California Public Employees Retirement System
California
– -$26K -3,360 Closed
Barclays
15
Barclays
United Kingdom
– -$1K -105 Closed
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
– +$8 +1 New

SBFG Hedge Fund Activity: Q1 2014 in Review

14 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q1 2014, worth a combined $4.55M — up 2% from $4.46M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SBFG and 1 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 2 added.

The largest buyer was Pinnacle Holdings, adding an estimated $48.9K. The largest seller was JWest, cutting an estimated $114K.

  • 14 institutional investors held SB Financial Group (SBFG) as of Q1 2014, down from 17 in Q4 2013.
  • Funds reported $4.55M of SB Financial Group stock for Q1 2014, up 2% quarter-over-quarter.
  • 1 fund opened new SB Financial Group positions in Q1 2014 and 4 closed out, a net change of -3 holders.
  • The largest SB Financial Group buyer in Q1 2014 was Pinnacle Holdings, an estimated $48.9K added.
  • The largest SB Financial Group seller in Q1 2014 was JWest, an estimated $114K sold.

Based on aggregated 13F filings for Q1 2014.