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SB Financial Group
SBFG

15 hedge funds and large institutions have $4.9M invested in SB Financial Group in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

8% more capital invested

Capital invested by funds: $4.55M → $4.9M (+$346K)

7% more funds holding

Funds holding: 14 → 15 (+1)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCA
PL Capital Advisors
Florida
+$282K
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$142K
3
PH
Pinnacle Holdings
Oklahoma
+$82K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$9.02K
5
BIM
BlackRock Investment Management
Delaware
+$3.31K

Top Sellers

Rank Fund Capital Flow
1
J
JWest
Indiana
-$138K
2
PMFA
Plante Moran Financial Advisors
Michigan
-$24.6K
3
TRCT
Tower Research Capital (TRC)
New York
-$2.56K
4
Morgan Stanley
Morgan Stanley
New York
-$726
5
U
UBS
Switzerland
-$672
Name Holding Trade Value Shares
Change 		Change in
Stake
J
1
JWest
Indiana
$1.61M -$138K -17,661 -8%
PH
2
Pinnacle Holdings
Oklahoma
$1.23M +$82K +10,495 +7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$583K – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$545K +$9.02K +1,155 +2%
PCA
5
PL Capital Advisors
Florida
$288K +$282K +36,071 New
First Manhattan
6
First Manhattan
New York
$270K – – –
Wellington Management Group
7
Wellington Management Group
Massachusetts
$145K +$142K +18,245 New
CCB
8
Cutter & Co Brokerage
Missouri
$128K – – –
Morgan Stanley
9
Morgan Stanley
New York
$84K -$726 -93 -0.9%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K – – –
U
11
UBS
Switzerland
$4K -$672 -86 -15%
BIM
12
BlackRock Investment Management
Delaware
$3K +$3.31K +424 New
PMFA
13
Plante Moran Financial Advisors
Michigan
$2K -$24.6K -3,150 -94%
TRCT
14
Tower Research Capital (TRC)
New York
$2K -$2.56K -328 -56%
BIT
15
BlackRock Institutional Trust
California
$1K – – –
Wells Fargo
16
Wells Fargo
California
– -$8 -1 Closed

SBFG Hedge Fund Activity: Q2 2014 in Review

15 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q2 2014, worth a combined $4.9M — up 7.6% from $4.55M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SBFG positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 5 trimmed.

The largest buyer was PL Capital Advisors, opening a new position worth an estimated $282K. The largest seller was JWest, cutting an estimated $138K.

  • 15 institutional investors held SB Financial Group (SBFG) as of Q2 2014, up from 14 in Q1 2014.
  • Funds reported $4.9M of SB Financial Group stock for Q2 2014, up 7.6% quarter-over-quarter.
  • 3 funds opened new SB Financial Group positions in Q2 2014 and 2 closed out, a net change of +1 holder.
  • The largest SB Financial Group buyer in Q2 2014 was PL Capital Advisors, an estimated $282K added.
  • The largest SB Financial Group seller in Q2 2014 was JWest, an estimated $138K sold.

Based on aggregated 13F filings for Q2 2014.