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SB Financial Group
SBFG

18 hedge funds and large institutions have $7.97M invested in SB Financial Group in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

15% more capital invested

Capital invested by funds: $6.92M → $7.97M (+$1.05M)

13% more funds holding

Funds holding: 16 → 18 (+2)

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$306K
2
PCA
PL Capital Advisors
Florida
+$90.1K
3
GJL
Gendell Jeffrey L
+$88.8K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$16.2K
5
BFA
BlackRock Fund Advisors
California
+$6.39K

Top Sellers

Rank Fund Capital Flow
1
CCB
Cutter & Co Brokerage
Missouri
-$24.9K
2
Morgan Stanley
Morgan Stanley
New York
-$21.6K
3
UBS Group
UBS Group
Switzerland
-$15.3K
4
TRCT
Tower Research Capital (TRC)
New York
-$7K
Name Holding Trade Value Shares
Change 		Change in
Stake
GJL
1
Gendell Jeffrey L
$2.18M +$88.8K +8,610 +4%
PH
2
Pinnacle Holdings
Oklahoma
$1.55M +$5.51K +534 +0.4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.36M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$798K – – –
PCA
5
PL Capital Advisors
Florida
$634K +$90.1K +8,734 +17%
First Manhattan
6
First Manhattan
New York
$359K – – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$352K – – –
AllianceBernstein
8
AllianceBernstein
Tennessee
$314K +$306K +29,637 New
CCB
9
Cutter & Co Brokerage
Missouri
$137K -$24.9K -2,415 -16%
HNB
10
Huntington National Bank
Ohio
$90K – – –
Morgan Stanley
11
Morgan Stanley
New York
$89K -$21.6K -2,091 -20%
UBS Group
12
UBS Group
Switzerland
$54K -$15.3K -1,484 -23%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$20K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$17K +$16.2K +1,575 New
BIM
15
BlackRock Investment Management
Delaware
$8K – – –
BFA
16
BlackRock Fund Advisors
California
$7K +$6.39K +620 New
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$6K +$3.77K +366 +201%
BIT
18
BlackRock Institutional Trust
California
$1K – – –
TRCT
19
Tower Research Capital (TRC)
New York
– -$7K -740 Closed

SBFG Hedge Fund Activity: Q4 2015 in Review

18 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q4 2015, worth a combined $7.97M — up 15% from $6.92M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SBFG positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $306K. The largest seller was Cutter & Co Brokerage, cutting an estimated $24.9K.

  • 18 institutional investors held SB Financial Group (SBFG) as of Q4 2015, up from 16 in Q3 2015.
  • Funds reported $7.97M of SB Financial Group stock for Q4 2015, up 15% quarter-over-quarter.
  • 3 funds opened new SB Financial Group positions in Q4 2015 and 1 closed out, a net change of +2 holders.
  • The largest SB Financial Group buyer in Q4 2015 was AllianceBernstein, an estimated $306K added.
  • The largest SB Financial Group seller in Q4 2015 was Cutter & Co Brokerage, an estimated $24.9K sold.

Based on aggregated 13F filings for Q4 2015.