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SB Financial Group

24 hedge funds and large institutions have $17M invested in SB Financial Group in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

9% more funds holding

Funds holding: 2224 (+2)

8% more capital invested

Capital invested by funds: $15.7M → $17M (+$1.25M)

0.64% more ownership

Funds ownership: 21.23%21.87% (+0.64%)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$4.01M
PH
2
Pinnacle Holdings
Oklahoma
$2.8M -$93.3K -5,664 -3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.6M +$186K +11,270 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.46M +$48.9K +2,971 +3%
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.31M
BCM
6
Bridgeway Capital Management
Texas
$1.29M +$341K +20,729 +34%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$1.26M +$57.6K +3,501 +5%
First Manhattan
8
First Manhattan
New York
$567K
BCM
9
BHZ Capital Management
California
$536K +$57.1K +3,467 +11%
CCM
10
Cutler Capital Management
Massachusetts
$301K
CCB
11
Cutter & Co Brokerage
Missouri
$206K
Deutsche Bank
12
Deutsche Bank
Germany
$127K +$10.4K +630 +9%
HNB
13
Huntington National Bank
Ohio
$125K -$9.99K -607 -7%
Morgan Stanley
14
Morgan Stanley
New York
$110K -$43.2K -2,625 -27%
UBS Group
15
UBS Group
Switzerland
$68K -$85.7K -5,202 -55%
LSV Asset Management
16
LSV Asset Management
Illinois
$55K +$57.1K +3,465 New
PAM
17
Panagora Asset Management
Massachusetts
$41K +$42.3K +2,570 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$30K
BlackRock
19
BlackRock
New York
$27K +$28.1K +1,705 New
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$19K
Bank of America
21
Bank of America
North Carolina
$19K +$19.7K +1,199 New
Wells Fargo
22
Wells Fargo
California
$11K
SEI Investments
23
SEI Investments
Pennsylvania
$8K
TRCT
24
Tower Research Capital (TRC)
New York
-$2.92K -177 -91%

SBFG Hedge Fund Activity: Q1 2017 in Review

24 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q1 2017, worth a combined $17M — up 7.9% from $15.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SBFG positions and 0 closed out — a net gain of 4 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Bridgeway Capital Management, adding an estimated $341K. The largest seller was Pinnacle Holdings, cutting an estimated $93.3K.

  • 24 institutional investors held SB Financial Group (SBFG) as of Q1 2017, up from 22 in Q4 2016.
  • Funds reported $17M of SB Financial Group stock for Q1 2017, up 7.9% quarter-over-quarter.
  • 4 funds opened new SB Financial Group positions in Q1 2017 and 0 closed out, a net change of +4 holders.
  • The largest SB Financial Group buyer in Q1 2017 was Bridgeway Capital Management, an estimated $341K added.
  • The largest SB Financial Group seller in Q1 2017 was Pinnacle Holdings, an estimated $93.3K sold.

Based on aggregated 13F filings for Q1 2017.