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SB Financial Group
SBFG

18 hedge funds and large institutions have $7.07M invested in SB Financial Group in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $6.1M → $7.07M (+$967K)

13% more funds holding

Funds holding: 16 → 18 (+2)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GJL
Gendell Jeffrey L
+$180K
2
PCA
PL Capital Advisors
Florida
+$27.7K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.39K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.05K
5
Citigroup
Citigroup
New York
+$87

Top Sellers

Rank Fund Capital Flow
1
PH
Pinnacle Holdings
Oklahoma
-$10K
2
CCB
Cutter & Co Brokerage
Missouri
-$7.07K
3
Wells Fargo
Wells Fargo
California
-$2.27K
4
TRCT
Tower Research Capital (TRC)
New York
-$1.86K
Name Holding Trade Value Shares
Change 		Change in
Stake
GJL
1
Gendell Jeffrey L
$1.95M +$180K +18,743 +11%
PH
2
Pinnacle Holdings
Oklahoma
$1.41M -$10K -1,043 -0.7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.05M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$750K – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$692K +$5.05K +525 +0.8%
PCA
6
PL Capital Advisors
Florida
$391K +$27.7K +2,881 +8%
First Manhattan
7
First Manhattan
New York
$340K – – –
CCB
8
Cutter & Co Brokerage
Missouri
$154K -$7.07K -735 -5%
BCM
9
Bridgeway Capital Management
Texas
$106K – – –
Morgan Stanley
10
Morgan Stanley
New York
$106K – – –
HNB
11
Huntington National Bank
Ohio
$85K – – –
BIM
12
BlackRock Investment Management
Delaware
$8K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8K +$7.39K +768 New
TRCT
14
Tower Research Capital (TRC)
New York
$5K -$1.86K -193 -30%
BIT
15
BlackRock Institutional Trust
California
$1K – – –
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2 – – –
Wells Fargo
17
Wells Fargo
California
– -$2.27K -236 -100%
Citigroup
18
Citigroup
New York
– +$87 +9 New

SBFG Hedge Fund Activity: Q1 2015 in Review

18 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q1 2015, worth a combined $7.07M — up 16% from $6.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SBFG positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was Gendell Jeffrey L, adding an estimated $180K. The largest seller was Pinnacle Holdings, cutting an estimated $10K.

  • 18 institutional investors held SB Financial Group (SBFG) as of Q1 2015, up from 16 in Q4 2014.
  • Funds reported $7.07M of SB Financial Group stock for Q1 2015, up 16% quarter-over-quarter.
  • 2 funds opened new SB Financial Group positions in Q1 2015 and 0 closed out, a net change of +2 holders.
  • The largest SB Financial Group buyer in Q1 2015 was Gendell Jeffrey L, an estimated $180K added.
  • The largest SB Financial Group seller in Q1 2015 was Pinnacle Holdings, an estimated $10K sold.

Based on aggregated 13F filings for Q1 2015.