SB Financial Group
SBFG
23 hedge funds and large institutions have $17.5M invested in SB Financial Group in 2017 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
3% more capital invested
Capital invested by funds: $17M → $17.5M (+$475K)
0.56% more ownership
Funds ownership: 21.87% → 22.43% (+0.56%)
4% less funds holding
Funds holding: 24 → 23 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$293K |
| 2 |
BCM
BHZ Capital Management
San Jose,
California
|
+$109K |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$53.3K |
| 4 |
PH
Pinnacle Holdings
Tulsa,
Oklahoma
|
+$35.2K |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$33.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$173K |
| 2 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
-$89.6K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7.54K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.32K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$589 |
SBFG Hedge Fund Activity: Q2 2017 in Review
23 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q2 2017, worth a combined $17.5M — up 2.8% from $17M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SBFG and 0 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 9 added.
The largest buyer was Bridgeway Capital Management, adding an estimated $293K. The largest seller was Wellington Management Group, cutting an estimated $173K.
- 23 institutional investors held SB Financial Group (SBFG) as of Q2 2017, down from 24 in Q1 2017.
- Funds reported $17.5M of SB Financial Group stock for Q2 2017, up 2.8% quarter-over-quarter.
- 0 funds opened new SB Financial Group positions in Q2 2017 and 1 closed out, a net change of -1 holder.
- The largest SB Financial Group buyer in Q2 2017 was Bridgeway Capital Management, an estimated $293K added.
- The largest SB Financial Group seller in Q2 2017 was Wellington Management Group, an estimated $173K sold.
Based on aggregated 13F filings for Q2 2017.