We are live on ! Find out more
SBFG icon

SB Financial Group
SBFG

25 hedge funds and large institutions have $18.1M invested in SB Financial Group in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding

Funds holding: 23 → 25 (+2)

4% more capital invested

Capital invested by funds: $17.5M → $18.1M (+$656K)

0.66% more ownership

Funds ownership: 22.43% → 23.09% (+0.66%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$191K
2
PH
Pinnacle Holdings
Oklahoma
+$175K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$71.4K
4
BCM
BHZ Capital Management
California
+$35.8K
5
AllianceBernstein
AllianceBernstein
Tennessee
+$35.7K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$59.6K
2
Morgan Stanley
Morgan Stanley
New York
-$21.8K
3
PAM
Panagora Asset Management
Massachusetts
-$18.4K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.9K
5
Bank of America
Bank of America
North Carolina
-$13.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
GJL
1
Gendell Jeffrey L
$4.11M – – –
PH
2
Pinnacle Holdings
Oklahoma
$3.09M +$175K +10,942 +6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.43M -$59.6K -3,730 -2%
BCM
4
Bridgeway Capital Management
Texas
$1.62M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.57M +$71.4K +4,466 +5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$1.39M +$35.7K +2,235 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$1.3M -$15.9K -994 -1%
BCM
8
BHZ Capital Management
California
$696K +$35.8K +2,242 +6%
First Manhattan
9
First Manhattan
New York
$582K – – –
CCM
10
Cutler Capital Management
Massachusetts
$219K – – –
CCB
11
Cutter & Co Brokerage
Missouri
$204K -$6.71K -420 -3%
Renaissance Technologies
12
Renaissance Technologies
New York
$196K +$191K +11,970 New
Deutsche Bank
13
Deutsche Bank
Germany
$150K +$26.5K +1,660 +22%
HNB
14
Huntington National Bank
Ohio
$129K – – –
LSV Asset Management
15
LSV Asset Management
Illinois
$109K – – –
Morgan Stanley
16
Morgan Stanley
New York
$103K -$21.8K -1,365 -18%
UBS Group
17
UBS Group
Switzerland
$69K – – –
PAM
18
Panagora Asset Management
Massachusetts
$56K -$18.4K -1,151 -25%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$31K – – –
BlackRock
20
BlackRock
New York
$28K – – –
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$24K +$1.98K +124 +9%
Wells Fargo
22
Wells Fargo
California
$12K – – –
SEI Investments
23
SEI Investments
Pennsylvania
$9K – – –
Bank of America
24
Bank of America
North Carolina
– -$13.6K -853 -98%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
– +$32 +2 New

SBFG Hedge Fund Activity: Q3 2017 in Review

25 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q3 2017, worth a combined $18.1M — up 3.8% from $17.5M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SBFG positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $191K. The largest seller was Wellington Management Group, cutting an estimated $59.6K.

  • 25 institutional investors held SB Financial Group (SBFG) as of Q3 2017, up from 23 in Q2 2017.
  • Funds reported $18.1M of SB Financial Group stock for Q3 2017, up 3.8% quarter-over-quarter.
  • 2 funds opened new SB Financial Group positions in Q3 2017 and 0 closed out, a net change of +2 holders.
  • The largest SB Financial Group buyer in Q3 2017 was Renaissance Technologies, an estimated $191K added.
  • The largest SB Financial Group seller in Q3 2017 was Wellington Management Group, an estimated $59.6K sold.

Based on aggregated 13F filings for Q3 2017.