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SB Financial Group
SBFG

18 hedge funds and large institutions have $7.44M invested in SB Financial Group in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $7.07M → $7.44M (+$375K)

0% more funds holding

Funds holding: 18 → 18 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
18
Holders Change
–
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$238K
2
UBS Group
UBS Group
Switzerland
+$49.2K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$39.6K
4
PH
Pinnacle Holdings
Oklahoma
+$24.1K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.03K

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2
Name Holding Trade Value Shares
Change 		Change in
Stake
GJL
1
Gendell Jeffrey L
$1.96M – – –
PH
2
Pinnacle Holdings
Oklahoma
$1.44M +$24.1K +2,311 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.29M +$238K +22,839 +22%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$758K +$6.03K +579 +0.8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$694K – – –
PCA
6
PL Capital Advisors
Florida
$393K – – –
First Manhattan
7
First Manhattan
New York
$341K – – –
CCB
8
Cutter & Co Brokerage
Missouri
$155K – – –
BCM
9
Bridgeway Capital Management
Texas
$106K – – –
Morgan Stanley
10
Morgan Stanley
New York
$106K +$10 +1 +0%
HNB
11
Huntington National Bank
Ohio
$86K – – –
UBS Group
12
UBS Group
Switzerland
$48K +$49.2K +4,725 New
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$38K +$39.6K +3,801 New
BIM
14
BlackRock Investment Management
Delaware
$8K – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$8K – – –
TRCT
16
Tower Research Capital (TRC)
New York
$8K +$3.43K +329 +73%
BIT
17
BlackRock Institutional Trust
California
$1K – – –
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$2 -204 Closed

SBFG Hedge Fund Activity: Q2 2015 in Review

18 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q2 2015, worth a combined $7.44M — up 5.3% from $7.07M a quarter earlier.

Fund positioning in SBFG was balanced in Q2 2015: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 0 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $238K. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $2 sold.

  • 18 institutional investors held SB Financial Group (SBFG) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $7.44M of SB Financial Group stock for Q2 2015, up 5.3% quarter-over-quarter.
  • 2 funds opened new SB Financial Group positions in Q2 2015 and 2 closed out, a net change of 0 holders.
  • The largest SB Financial Group buyer in Q2 2015 was Wellington Management Group, an estimated $238K added.
  • The largest SB Financial Group seller in Q2 2015 was Manulife (Manufacturers Life Insurance), an estimated $2 sold.

Based on aggregated 13F filings for Q2 2015.