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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
8
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$735K
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$513K
3
BCM
BHZ Capital Management
California
+$403K
4
UBS Group
UBS Group
Switzerland
+$70K
5
Deutsche Bank
Deutsche Bank
Germany
+$61.7K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1K
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
GJL
1
Gendell Jeffrey L
$3.85M – – –
PH
2
Pinnacle Holdings
Oklahoma
$2.77M +$29.5K +2,208 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.32M +$513K +38,388 +34%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.35M +$735K +54,995 +166%
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.26M – – –
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.15M – – –
BCM
7
Bridgeway Capital Management
Texas
$921K – – –
First Manhattan
8
First Manhattan
New York
$544K – – –
BCM
9
BHZ Capital Management
California
$461K +$403K +30,176 New
CCM
10
Cutler Capital Management
Massachusetts
$289K – – –
CCB
11
Cutter & Co Brokerage
Missouri
$197K – – –
Morgan Stanley
12
Morgan Stanley
New York
$146K +$1.4K +105 +1%
UBS Group
13
UBS Group
Switzerland
$144K +$70K +5,238 +125%
HNB
14
Huntington National Bank
Ohio
$130K – – –
Deutsche Bank
15
Deutsche Bank
Germany
$112K +$61.7K +4,620 +169%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$29K – – –
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$18K +$3.89K +291 +32%
BFA
18
BlackRock Fund Advisors
California
$14K – – –
BIM
19
BlackRock Investment Management
Delaware
$12K – – –
Wells Fargo
20
Wells Fargo
California
$11K – – –
SEI Investments
21
SEI Investments
Pennsylvania
$8K – – –
TRCT
22
Tower Research Capital (TRC)
New York
$3K +$2.34K +175 +921%
Bank of America
23
Bank of America
North Carolina
– -$1K -111 Closed
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$1K -98 Closed

SBFG Hedge Fund Activity: Q4 2016 in Review

22 of the 4,000 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.