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SB Financial Group
SBFG

15 hedge funds and large institutions have $5.7M invested in SB Financial Group in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

16% more capital invested

Capital invested by funds: $4.9M → $5.7M (+$804K)

0% more funds holding

Funds holding: 15 → 15 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
15
Holders Change
–
Holders Change %
0%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$351K
2
J
JWest
Indiana
+$39.6K
3
U
UBS
Switzerland
+$20.2K
4
Wells Fargo
Wells Fargo
California
+$7.34K
5
BIM
BlackRock Investment Management
Delaware
+$3.08K

Top Sellers

Rank Fund Capital Flow
1
PH
Pinnacle Holdings
Oklahoma
-$15.5K
2
PMFA
Plante Moran Financial Advisors
Michigan
-$2K
3
TRCT
Tower Research Capital (TRC)
New York
-$1.23K
Name Holding Trade Value Shares
Change 		Change in
Stake
J
1
JWest
Indiana
$1.77M +$39.6K +4,788 +2%
PH
2
Pinnacle Holdings
Oklahoma
$1.31M -$15.5K -1,879 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$630K – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$589K – – –
Wellington Management Group
5
Wellington Management Group
Massachusetts
$523K +$351K +42,489 +233%
PCA
6
PL Capital Advisors
Florida
$311K – – –
First Manhattan
7
First Manhattan
New York
$292K – – –
CCB
8
Cutter & Co Brokerage
Missouri
$138K – – –
Morgan Stanley
9
Morgan Stanley
New York
$91K – – –
U
10
UBS
Switzerland
$25K +$20.2K +2,441 +488%
Wells Fargo
11
Wells Fargo
California
$8K +$7.34K +888 New
BIM
12
BlackRock Investment Management
Delaware
$7K +$3.08K +373 +88%
TRCT
13
Tower Research Capital (TRC)
New York
$1K -$1.23K -149 -59%
BIT
14
BlackRock Institutional Trust
California
$1K – – –
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6 – – –
PMFA
16
Plante Moran Financial Advisors
Michigan
– -$2K -210 Closed

SBFG Hedge Fund Activity: Q3 2014 in Review

15 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q3 2014, worth a combined $5.7M — up 16% from $4.9M a quarter earlier.

Fund positioning in SBFG was balanced in Q3 2014: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 2 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $351K. The largest seller was Pinnacle Holdings, cutting an estimated $15.5K.

  • 15 institutional investors held SB Financial Group (SBFG) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $5.7M of SB Financial Group stock for Q3 2014, up 16% quarter-over-quarter.
  • 1 fund opened new SB Financial Group positions in Q3 2014 and 1 closed out, a net change of 0 holders.
  • The largest SB Financial Group buyer in Q3 2014 was Wellington Management Group, an estimated $351K added.
  • The largest SB Financial Group seller in Q3 2014 was Pinnacle Holdings, an estimated $15.5K sold.

Based on aggregated 13F filings for Q3 2014.