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SB Financial Group

52 hedge funds and large institutions have $64.6M invested in SB Financial Group in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

62% more capital invested

Capital invested by funds: $39.9M → $64.6M (+$24.8M)

37% more funds holding

Funds holding: 3852 (+14)

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

5.1% more ownership

Funds ownership: 48.17%53.27% (+5.1%)

Holders
52
Holders Change
+14
Holders Change %
+36.84%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
12
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EJF Capital
Virginia
$10.5M
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.45M +$8.85K +615 +0.1%
AllianceBernstein
3
AllianceBernstein
Tennessee
$6.56M -$476K -33,071 -7%
CCM
4
Cutler Capital Management
Massachusetts
$5.23M -$100K -6,968 -2%
BlackRock
5
BlackRock
New York
$4.75M +$4.29M +297,650 +12,204%
PAIM
6
Punch & Associates Investment Management
Minnesota
$4.34M +$1.21M +84,009 +44%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.33M +$252K +17,503 +7%
FCM
8
FJ Capital Management
Virginia
$2.85M
PH
9
Pinnacle Holdings
Oklahoma
$2.77M -$14K -970 -0.6%
SCA
10
Stieven Capital Advisors
Missouri
$2.35M -$1.94M -134,462 -48%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.9M +$15.3K +1,061 +0.9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.38M +$702K +48,793 +127%
State Street
13
State Street
Massachusetts
$1.27M +$1.16M +80,514 New
Wellington Management Group
14
Wellington Management Group
Massachusetts
$1.24M -$85.2K -5,916 -7%
BCM
15
Bridgeway Capital Management
Texas
$1.21M
BCM
16
BHZ Capital Management
California
$1.19M -$58.5K -4,062 -5%
Northern Trust
17
Northern Trust
Illinois
$1.13M +$1.02M +71,027 New
First Manhattan
18
First Manhattan
New York
$563K
GJL
19
Gendell Jeffrey L
$483K -$118K -8,190 -21%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$467K +$425K +29,541 New
Wells Fargo
21
Wells Fargo
California
$339K +$97.6K +6,778 +46%
Charles Schwab
22
Charles Schwab
California
$295K +$268K +18,627 New
TRCT
23
Tower Research Capital (TRC)
New York
$201K +$173K +11,994 +1,782%
CCB
24
Cutter & Co Brokerage
Missouri
$189K
N
25
Nuveen
North Carolina
$188K +$171K +11,885 New

SBFG Hedge Fund Activity: Q2 2020 in Review

52 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q2 2020, worth a combined $64.6M — up 62% from $39.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SBFG positions and 4 closed out — a net gain of 14 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $4.29M. The largest seller was Stieven Capital Advisors, cutting an estimated $1.94M.

  • 52 institutional investors held SB Financial Group (SBFG) as of Q2 2020, up from 38 in Q1 2020.
  • Funds reported $64.6M of SB Financial Group stock for Q2 2020, up 62% quarter-over-quarter.
  • 18 funds opened new SB Financial Group positions in Q2 2020 and 4 closed out, a net change of +14 holders.
  • The largest SB Financial Group buyer in Q2 2020 was BlackRock, an estimated $4.29M added.
  • The largest SB Financial Group seller in Q2 2020 was Stieven Capital Advisors, an estimated $1.94M sold.

Based on aggregated 13F filings for Q2 2020.