We are live on ! Find out more
SBFG icon

SB Financial Group
SBFG

16 hedge funds and large institutions have $6.1M invested in SB Financial Group in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $5.7M → $6.1M (+$399K)

7% more funds holding

Funds holding: 15 → 16 (+1)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% 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
3
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GJL
Gendell Jeffrey L
+$1.54M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$387K
3
BCM
Bridgeway Capital Management
Texas
+$92.1K
4
HNB
Huntington National Bank
Ohio
+$74.1K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$13.3K

Top Sellers

Rank Fund Capital Flow
1
PH
Pinnacle Holdings
Oklahoma
-$92.7K
2
Wells Fargo
Wells Fargo
California
-$5.69K
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$4.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
GJL
1
Gendell Jeffrey L
$1.57M +$1.54M +175,752 New
PH
2
Pinnacle Holdings
Oklahoma
$1.27M -$92.7K -10,610 -7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$936K +$387K +44,266 +73%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$665K +$13.3K +1,519 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$609K – – –
PCA
6
PL Capital Advisors
Florida
$323K – – –
First Manhattan
7
First Manhattan
New York
$303K – – –
CCB
8
Cutter & Co Brokerage
Missouri
$144K – – –
Morgan Stanley
9
Morgan Stanley
New York
$94K – – –
BCM
10
Bridgeway Capital Management
Texas
$94K +$92.1K +10,543 New
HNB
11
Huntington National Bank
Ohio
$76K +$74.1K +8,482 New
BIM
12
BlackRock Investment Management
Delaware
$7K – – –
TRCT
13
Tower Research Capital (TRC)
New York
$6K +$4.72K +540 +514%
Wells Fargo
14
Wells Fargo
California
$2K -$5.69K -651 -73%
BIT
15
BlackRock Institutional Trust
California
$1K – – –
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2 -$4.2K -481 -70%

SBFG Hedge Fund Activity: Q4 2014 in Review

16 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q4 2014, worth a combined $6.1M — up 7% from $5.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SBFG positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Gendell Jeffrey L, opening a new position worth an estimated $1.54M. The largest seller was Pinnacle Holdings, cutting an estimated $92.7K.

  • 16 institutional investors held SB Financial Group (SBFG) as of Q4 2014, up from 15 in Q3 2014.
  • Funds reported $6.1M of SB Financial Group stock for Q4 2014, up 7% quarter-over-quarter.
  • 3 funds opened new SB Financial Group positions in Q4 2014 and 0 closed out, a net change of +3 holders.
  • The largest SB Financial Group buyer in Q4 2014 was Gendell Jeffrey L, an estimated $1.54M added.
  • The largest SB Financial Group seller in Q4 2014 was Pinnacle Holdings, an estimated $92.7K sold.

Based on aggregated 13F filings for Q4 2014.