SB Financial Group
SBFG
22 hedge funds and large institutions have $9.25M invested in SB Financial Group in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
9% more capital invested
Capital invested by funds: $8.49M → $9.25M (+$767K)
5% more funds holding
Funds holding: 21 → 22 (+1)
0.58% more ownership
Funds ownership: 16.83% → 17.41% (+0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PH
Pinnacle Holdings
Tulsa,
Oklahoma
|
+$265K |
| 2 |
GJL
Gendell Jeffrey L
|
+$171K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$153K |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$75.8K |
| 5 |
CCB
Cutter & Co Brokerage
Ballwin,
Missouri
|
+$26.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
-$175K |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$124K |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$116K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.16K |
| 5 |
Morgan Stanley
New York
|
-$71 |
SBFG Hedge Fund Activity: Q2 2016 in Review
22 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q2 2016, worth a combined $9.25M — up 9% from $8.49M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SBFG positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 3 trimmed.
The largest buyer was Pinnacle Holdings, adding an estimated $265K. The largest seller was Truepoint Inc, exiting entirely with an estimated $175K sold.
- 22 institutional investors held SB Financial Group (SBFG) as of Q2 2016, up from 21 in Q1 2016.
- Funds reported $9.25M of SB Financial Group stock for Q2 2016, up 9% quarter-over-quarter.
- 4 funds opened new SB Financial Group positions in Q2 2016 and 3 closed out, a net change of +1 holder.
- The largest SB Financial Group buyer in Q2 2016 was Pinnacle Holdings, an estimated $265K added.
- The largest SB Financial Group seller in Q2 2016 was Truepoint Inc, an estimated $175K sold.
Based on aggregated 13F filings for Q2 2016.