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SB Financial Group
SBFG

38 hedge funds and large institutions have $58.4M invested in SB Financial Group in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

220% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 5

18% more capital invested

Capital invested by funds: $49.6M → $58.4M (+$8.8M)

9% more funds holding

Funds holding: 35 → 38 (+3)

3.13% more ownership

Funds ownership: 43.38% → 46.51% (+3.1%)

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JC
JCSD Capital
California
+$872K
2
CP
Clover Partners
Texas
+$792K
3
CCM
Cutler Capital Management
Massachusetts
+$486K
4
PAIM
Punch & Associates Investment Management
Minnesota
+$419K
5
SCA
Stieven Capital Advisors
Missouri
+$347K

Top Sellers

Rank Fund Capital Flow
1
GJL
Gendell Jeffrey L
-$866K
2
AllianceBernstein
AllianceBernstein
Tennessee
-$244K
3
JP Morgan Chase
JP Morgan Chase
New York
-$25K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$15.8K
5
Morgan Stanley
Morgan Stanley
New York
-$12.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1
EJF Capital
Virginia
$10.7M – – –
JC
2
JCSD Capital
California
$4.65M +$872K +48,071 +25%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.54M -$15.8K -869 -0.4%
MCM
4
Maltese Capital Management
New York
$3.96M +$266K +14,647 +8%
PH
5
Pinnacle Holdings
Oklahoma
$3.74M -$363 -20 -0%
FCM
6
FJ Capital Management
Virginia
$3.48M – – –
JAM
7
Jacobs Asset Management
New York
$3.39M – – –
SCA
8
Stieven Capital Advisors
Missouri
$3.08M +$347K +19,142 +14%
BFC
9
Banc Funds Company
Illinois
$2.82M – – –
AllianceBernstein
10
AllianceBernstein
Tennessee
$2.81M -$244K -13,421 -8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$2.21M +$227K +12,527 +12%
BCM
12
BHZ Capital Management
California
$1.66M +$311K +17,111 +25%
BCM
13
Bridgeway Capital Management
Texas
$1.6M – – –
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.55M +$27K +1,486 +2%
GJL
15
Gendell Jeffrey L
$1.07M -$866K -47,699 -46%
Renaissance Technologies
16
Renaissance Technologies
New York
$965K +$122K +6,720 +16%
ZIM
17
ZPR Investment Management
Florida
$878K +$51.6K +2,846 +7%
CCM
18
Cutler Capital Management
Massachusetts
$863K +$486K +26,755 +150%
CP
19
Clover Partners
Texas
$844K +$792K +43,633 New
First Manhattan
20
First Manhattan
New York
$689K – – –
Deutsche Bank
21
Deutsche Bank
Germany
$632K +$110K +6,041 +23%
PAIM
22
Punch & Associates Investment Management
Minnesota
$447K +$419K +23,101 New
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$442K +$248K +13,683 +150%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$235K – – –
CCB
25
Cutter & Co Brokerage
Missouri
$224K – – –
1
2

SBFG Hedge Fund Activity: Q2 2018 in Review

38 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q2 2018, worth a combined $58.4M — up 18% from $49.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SBFG positions and 1 closed out — a net gain of 3 holders — while 16 added to existing stakes and 5 trimmed.

The largest buyer was JCSD Capital, adding an estimated $872K. The largest seller was Gendell Jeffrey L, cutting an estimated $866K.

  • 38 institutional investors held SB Financial Group (SBFG) as of Q2 2018, up from 35 in Q1 2018.
  • Funds reported $58.4M of SB Financial Group stock for Q2 2018, up 18% quarter-over-quarter.
  • 4 funds opened new SB Financial Group positions in Q2 2018 and 1 closed out, a net change of +3 holders.
  • The largest SB Financial Group buyer in Q2 2018 was JCSD Capital, an estimated $872K added.
  • The largest SB Financial Group seller in Q2 2018 was Gendell Jeffrey L, an estimated $866K sold.

Based on aggregated 13F filings for Q2 2018.