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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
Name Holding Trade Value Shares
Change 		Change in
Stake
GJL
1
Gendell Jeffrey L
$2.31M +$291K +29,535 +14%
PH
2
Pinnacle Holdings
Oklahoma
$1.51M +$75.1K +7,622 +5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.25M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$738K – – –
AllianceBernstein
5
AllianceBernstein
Tennessee
$738K +$448K +45,480 +153%
BCM
6
Bridgeway Capital Management
Texas
$591K +$593K +60,220 New
First Manhattan
7
First Manhattan
New York
$332K – – –
Vanguard Group
8
Vanguard Group
Pennsylvania
$326K – – –
TI
9
Truepoint Inc
Ohio
$175K +$176K +17,850 New
CCB
10
Cutter & Co Brokerage
Missouri
$127K – – –
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$124K +$124K +12,598 New
Morgan Stanley
12
Morgan Stanley
New York
$92K +$10.3K +1,048 +12%
HNB
13
Huntington National Bank
Ohio
$85K – – –
UBS Group
14
UBS Group
Switzerland
$46K -$3.36K -341 -7%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$19K – – –
BIM
16
BlackRock Investment Management
Delaware
$8K – – –
BFA
17
BlackRock Fund Advisors
California
$8K +$1.59K +161 +26%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$6K +$680 +69 +13%
TRCT
19
Tower Research Capital (TRC)
New York
$4K +$3.99K +405 New
BIT
20
BlackRock Institutional Trust
California
$1K – – –
PCA
21
PL Capital Advisors
Florida
– -$634K -59,800 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
– -$17K -1,575 Closed
Wells Fargo
23
Wells Fargo
California
– +$10 +1 New

SBFG Hedge Fund Activity: Q1 2016 in Review

21 of the 3,753 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.