We are live on ! Find out more
SBFG icon

SB Financial Group
SBFG

21 hedge funds and large institutions have $8.49M invested in SB Financial Group in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

17% more funds holding

Funds holding: 18 → 21 (+3)

7% more capital invested

Capital invested by funds: $7.97M → $8.49M (+$521K)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
+$593K
2
AllianceBernstein
AllianceBernstein
Tennessee
+$448K
3
GJL
Gendell Jeffrey L
+$291K
4
TI
Truepoint Inc
Ohio
+$176K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$124K

Top Sellers

Rank Fund Capital Flow
1
PCA
PL Capital Advisors
Florida
-$634K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17K
3
UBS Group
UBS Group
Switzerland
-$3.36K

SBFG Hedge Fund Activity: Q1 2016 in Review

21 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q1 2016, worth a combined $8.49M — up 6.5% from $7.97M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SBFG positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Bridgeway Capital Management, opening a new position worth an estimated $593K. The largest seller was PL Capital Advisors, exiting entirely with an estimated $634K sold.

  • 21 institutional investors held SB Financial Group (SBFG) as of Q1 2016, up from 18 in Q4 2015.
  • Funds reported $8.49M of SB Financial Group stock for Q1 2016, up 6.5% quarter-over-quarter.
  • 5 funds opened new SB Financial Group positions in Q1 2016 and 2 closed out, a net change of +3 holders.
  • The largest SB Financial Group buyer in Q1 2016 was Bridgeway Capital Management, an estimated $593K added.
  • The largest SB Financial Group seller in Q1 2016 was PL Capital Advisors, an estimated $634K sold.

Based on aggregated 13F filings for Q1 2016.