SB Financial Group
SBFG
22 hedge funds and large institutions have $15.7M invested in SB Financial Group in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 2 closing their positions.
47% more capital invested
Capital invested by funds: $10.7M → $15.7M (+$5.03M)
21.23% more ownership
Funds ownership: 0% → 21.23% (+21%)
4% less funds holding
Funds holding: 23 → 22 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$735K |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$513K |
| 3 |
BCM
BHZ Capital Management
San Jose,
California
|
+$403K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$70K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$61.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1K |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1K |
SBFG Hedge Fund Activity: Q4 2016 in Review
22 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q4 2016, worth a combined $15.7M — up 47% from $10.7M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SBFG and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 8 added.
The largest buyer was Vanguard Group, adding an estimated $735K. The largest seller was Bank of America, exiting entirely with an estimated $1K sold.
- 22 institutional investors held SB Financial Group (SBFG) as of Q4 2016, down from 23 in Q3 2016.
- Funds reported $15.7M of SB Financial Group stock for Q4 2016, up 47% quarter-over-quarter.
- 1 fund opened new SB Financial Group positions in Q4 2016 and 2 closed out, a net change of -1 holder.
- The largest SB Financial Group buyer in Q4 2016 was Vanguard Group, an estimated $735K added.
- The largest SB Financial Group seller in Q4 2016 was Bank of America, an estimated $1K sold.
Based on aggregated 13F filings for Q4 2016.