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SB Financial Group

39 hedge funds and large institutions have $59.4M invested in SB Financial Group in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more funds holding

Funds holding: 3839 (+1)

2% more capital invested

Capital invested by funds: $58.4M → $59.4M (+$961K)

0.62% more ownership

Funds ownership: 46.51%47.13% (+0.62%)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EJF Capital
Virginia
$10.7M
JC
2
JCSD Capital
California
$4.73M +$74.9K +3,904 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.54M
MCM
4
Maltese Capital Management
New York
$3.97M
PH
5
Pinnacle Holdings
Oklahoma
$3.74M -$1.28K -67 -0%
FCM
6
FJ Capital Management
Virginia
$3.54M +$52.4K +2,730 +2%
JAM
7
Jacobs Asset Management
New York
$3.39M
SCA
8
Stieven Capital Advisors
Missouri
$3.12M +$35.2K +1,835 +1%
BFC
9
Banc Funds Company
Illinois
$2.83M
AllianceBernstein
10
AllianceBernstein
Tennessee
$2.71M -$95.1K -4,956 -3%
CCM
11
Cutler Capital Management
Massachusetts
$2.3M +$1.42M +73,905 +166%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$2.25M +$37.5K +1,953 +2%
BCM
13
BHZ Capital Management
California
$1.69M +$19.1K +996 +1%
BCM
14
Bridgeway Capital Management
Texas
$1.6M
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.55M +$2.32K +121 +0.2%
CP
16
Clover Partners
Texas
$846K
Renaissance Technologies
17
Renaissance Technologies
New York
$814K -$151K -7,875 -16%
ZIM
18
ZPR Investment Management
Florida
$806K -$72.7K -3,791 -8%
First Manhattan
19
First Manhattan
New York
$690K
GJL
20
Gendell Jeffrey L
$622K -$449K -23,428 -42%
PAIM
21
Punch & Associates Investment Management
Minnesota
$595K +$145K +7,576 +33%
Deutsche Bank
22
Deutsche Bank
Germany
$481K -$151K -7,875 -24%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$457K +$14.5K +757 +3%
CCB
24
Cutter & Co Brokerage
Missouri
$242K +$18.1K +945 +8%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$235K

SBFG Hedge Fund Activity: Q3 2018 in Review

39 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q3 2018, worth a combined $59.4M — up 1.6% from $58.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SBFG positions and 2 closed out — a net gain of 1 holder — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Cutler Capital Management, adding an estimated $1.42M. The largest seller was Gendell Jeffrey L, cutting an estimated $449K.

  • 39 institutional investors held SB Financial Group (SBFG) as of Q3 2018, up from 38 in Q2 2018.
  • Funds reported $59.4M of SB Financial Group stock for Q3 2018, up 1.6% quarter-over-quarter.
  • 3 funds opened new SB Financial Group positions in Q3 2018 and 2 closed out, a net change of +1 holder.
  • The largest SB Financial Group buyer in Q3 2018 was Cutler Capital Management, an estimated $1.42M added.
  • The largest SB Financial Group seller in Q3 2018 was Gendell Jeffrey L, an estimated $449K sold.

Based on aggregated 13F filings for Q3 2018.