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SB Financial Group
SBFG

25 hedge funds and large institutions have $18.6M invested in SB Financial Group in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

3% more capital invested

Capital invested by funds: $18.1M → $18.6M (+$507K)

0% more funds holding

Funds holding: 25 → 25 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1.01% less ownership

Funds ownership: 23.09% → 22.08% (-1%)

Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ZIM
ZPR Investment Management
Florida
+$889K
2
Renaissance Technologies
Renaissance Technologies
New York
+$222K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$172K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$120K
5
BlackRock
BlackRock
New York
+$74.5K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.43M
2
CCB
Cutter & Co Brokerage
Missouri
-$204K
3
PAM
Panagora Asset Management
Massachusetts
-$43K
4
Morgan Stanley
Morgan Stanley
New York
-$19.2K
5
CCM
Cutler Capital Management
Massachusetts
-$11.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
GJL
1
Gendell Jeffrey L
$4.43M – – –
PH
2
Pinnacle Holdings
Oklahoma
$3.39M +$56.5K +3,398 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.87M +$172K +10,371 +11%
BCM
4
Bridgeway Capital Management
Texas
$1.74M – – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.53M +$120K +7,245 +9%
AllianceBernstein
6
AllianceBernstein
Tennessee
$1.49M – – –
ZIM
7
ZPR Investment Management
Florida
$942K +$889K +53,515 New
BCM
8
BHZ Capital Management
California
$777K +$26.2K +1,575 +4%
First Manhattan
9
First Manhattan
New York
$627K – – –
Renaissance Technologies
10
Renaissance Technologies
New York
$446K +$222K +13,335 +111%
SWM
11
SeaCrest Wealth Management
New York
$283K +$267K +16,065 New
CCM
12
Cutler Capital Management
Massachusetts
$224K -$11.9K -715 -5%
Deutsche Bank
13
Deutsche Bank
Germany
$190K +$27K +1,623 +18%
HNB
14
Huntington National Bank
Ohio
$139K – – –
LSV Asset Management
15
LSV Asset Management
Illinois
$118K – – –
BlackRock
16
BlackRock
New York
$109K +$74.5K +4,485 +263%
Morgan Stanley
17
Morgan Stanley
New York
$90K -$19.2K -1,155 -18%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$82K +$53K +3,188 +215%
UBS Group
19
UBS Group
Switzerland
$74K – – –
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$33K – – –
PAM
21
Panagora Asset Management
Massachusetts
$15K -$43K -2,585 -75%
Wells Fargo
22
Wells Fargo
California
$12K -$17 -1 -0.1%
SEI Investments
23
SEI Investments
Pennsylvania
$9K – – –
Bank of America
24
Bank of America
North Carolina
$2K +$1.3K +78 +371%
Wellington Management Group
25
Wellington Management Group
Massachusetts
– -$2.43M -148,687 Closed
1
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SBFG Hedge Fund Activity: Q4 2017 in Review

25 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q4 2017, worth a combined $18.6M — up 2.8% from $18.1M a quarter earlier.

Fund positioning in SBFG was balanced in Q4 2017: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 4 trimmed.

The largest buyer was ZPR Investment Management, opening a new position worth an estimated $889K. The largest seller was Wellington Management Group, exiting entirely with an estimated $2.43M sold.

  • 25 institutional investors held SB Financial Group (SBFG) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $18.6M of SB Financial Group stock for Q4 2017, up 2.8% quarter-over-quarter.
  • 2 funds opened new SB Financial Group positions in Q4 2017 and 2 closed out, a net change of 0 holders.
  • The largest SB Financial Group buyer in Q4 2017 was ZPR Investment Management, an estimated $889K added.
  • The largest SB Financial Group seller in Q4 2017 was Wellington Management Group, an estimated $2.43M sold.

Based on aggregated 13F filings for Q4 2017.