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SB Financial Group

38 hedge funds and large institutions have $55.2M invested in SB Financial Group in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

10% more capital invested

Capital invested by funds: $50.3M → $55.2M (+$4.93M)

0.32% more ownership

Funds ownership: 49.33%49.66% (+0.32%)

0% more funds holding

Funds holding: 3838 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
12
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EJF Capital
Virginia
$9.54M +$74K +4,254 +0.8%
JC
2
JCSD Capital
California
$4.8M -$380K -21,840 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.03M +$1.83K +105 +0%
FCM
4
FJ Capital Management
Virginia
$3.84M +$89.3K +5,130 +2%
MCM
5
Maltese Capital Management
New York
$3.52M
AllianceBernstein
6
AllianceBernstein
Tennessee
$3.46M +$858K +49,306 +32%
PH
7
Pinnacle Holdings
Oklahoma
$3.22M -$64K -3,674 -2%
SCA
8
Stieven Capital Advisors
Missouri
$2.77M +$7.31K +420 +0.3%
JAM
9
Jacobs Asset Management
New York
$2.64M -$366K -21,000 -12%
CCM
10
Cutler Capital Management
Massachusetts
$2.55M +$211K +12,149 +9%
BFC
11
Banc Funds Company
Illinois
$2.5M
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$2.03M
PAIM
13
Punch & Associates Investment Management
Minnesota
$1.77M +$374K +21,510 +26%
BCM
14
BHZ Capital Management
California
$1.45M
BCM
15
Bridgeway Capital Management
Texas
$1.42M
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.37M +$7.17K +412 +0.5%
ZIM
17
ZPR Investment Management
Florida
$682K -$419K -24,047 -38%
First Manhattan
18
First Manhattan
New York
$611K
GJL
19
Gendell Jeffrey L
$534K
SC
20
Southside Capital
Florida
$474K
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$453K +$11.7K +675 +3%
Renaissance Technologies
22
Renaissance Technologies
New York
$263K -$157K -9,030 -37%
CCB
23
Cutter & Co Brokerage
Missouri
$214K
Geode Capital Management
24
Geode Capital Management
Massachusetts
$214K +$5.29K +304 +2%
Deutsche Bank
25
Deutsche Bank
Germany
$202K -$17.8K -1,024 -8%

SBFG Hedge Fund Activity: Q1 2019 in Review

38 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q1 2019, worth a combined $55.2M — up 9.8% from $50.3M a quarter earlier.

Fund positioning in SBFG was balanced in Q1 2019: 1 fund opened new positions, 1 closed out, 12 added to existing stakes and 9 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $858K. The largest seller was ZPR Investment Management, cutting an estimated $419K.

  • 38 institutional investors held SB Financial Group (SBFG) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $55.2M of SB Financial Group stock for Q1 2019, up 9.8% quarter-over-quarter.
  • 1 fund opened new SB Financial Group positions in Q1 2019 and 1 closed out, a net change of 0 holders.
  • The largest SB Financial Group buyer in Q1 2019 was AllianceBernstein, an estimated $858K added.
  • The largest SB Financial Group seller in Q1 2019 was ZPR Investment Management, an estimated $419K sold.

Based on aggregated 13F filings for Q1 2019.