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SB Financial Group

35 hedge funds and large institutions have $49.6M invested in SB Financial Group in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

166% more capital invested

Capital invested by funds: $18.6M → $49.6M (+$31M)

40% more funds holding

Funds holding: 2535 (+10)

21.3% more ownership

Funds ownership: 22.08%43.38% (+21%)

Holders
35
Holders Change
+10
Holders Change %
+40%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
11
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EJF Capital
Virginia
$9.72M +$9.75M +551,355 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.12M +$2.28M +128,897 +121%
PH
3
Pinnacle Holdings
Oklahoma
$3.41M +$17.3K +977 +0.5%
JC
4
JCSD Capital
California
$3.39M +$3.4M +192,224 New
MCM
5
Maltese Capital Management
New York
$3.35M +$3.37M +190,263 New
JAM
6
Jacobs Asset Management
New York
$3.08M +$3.1M +175,000 New
FCM
7
FJ Capital Management
Virginia
$2.91M +$3.18M +179,865 New
AllianceBernstein
8
AllianceBernstein
Tennessee
$2.79M +$1.3M +73,609 +87%
BFC
9
Banc Funds Company
Illinois
$2.57M +$2.58M +145,833 New
SCA
10
Stieven Capital Advisors
Missouri
$2.46M +$2.47M +139,895 New
GJL
11
Gendell Jeffrey L
$1.82M -$2.62M -148,362 -59%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$1.78M +$268K +15,134 +17%
BCM
13
Bridgeway Capital Management
Texas
$1.45M -$286K -16,170 -16%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.39M +$1.39M +78,616 New
BCM
15
BHZ Capital Management
California
$1.21M +$437K +24,717 +56%
Renaissance Technologies
16
Renaissance Technologies
New York
$761K +$316K +17,850 +71%
ZIM
17
ZPR Investment Management
Florida
$749K -$194K -10,990 -21%
First Manhattan
18
First Manhattan
New York
$627K
Deutsche Bank
19
Deutsche Bank
Germany
$469K +$280K +15,826 +147%
CCM
20
Cutler Capital Management
Massachusetts
$314K +$90.9K +5,140 +40%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$213K +$215K +12,173 New
CCB
22
Cutter & Co Brokerage
Missouri
$204K +$204K +11,550 New
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$161K +$78.8K +4,457 +95%
HNB
24
Huntington National Bank
Ohio
$139K
LSV Asset Management
25
LSV Asset Management
Illinois
$117K

SBFG Hedge Fund Activity: Q1 2018 in Review

35 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q1 2018, worth a combined $49.6M — up 166% from $18.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SBFG positions and 3 closed out — a net gain of 10 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was EJF Capital, opening a new position worth an estimated $9.75M. The largest seller was Gendell Jeffrey L, cutting an estimated $2.62M.

  • 35 institutional investors held SB Financial Group (SBFG) as of Q1 2018, up from 25 in Q4 2017.
  • Funds reported $49.6M of SB Financial Group stock for Q1 2018, up 166% quarter-over-quarter.
  • 13 funds opened new SB Financial Group positions in Q1 2018 and 3 closed out, a net change of +10 holders.
  • The largest SB Financial Group buyer in Q1 2018 was EJF Capital, an estimated $9.75M added.
  • The largest SB Financial Group seller in Q1 2018 was Gendell Jeffrey L, an estimated $2.62M sold.

Based on aggregated 13F filings for Q1 2018.