SB Financial Group
SBFG
46 hedge funds and large institutions have $65.1M invested in SB Financial Group in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 4 closing their positions.
26% more capital invested
Capital invested by funds: $51.5M → $65.1M (+$13.6M)
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
2.74% less ownership
Funds ownership: 49.88% → 47.15% (-2.7%)
4% less funds holding
Funds holding: 48 → 46 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$805K |
| 2 |
State Street
Boston,
Massachusetts
|
+$628K |
| 3 |
JP Morgan Chase
New York
|
+$237K |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$192K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$109K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$1.8M |
| 2 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$1.78M |
| 3 |
EC
EJF Capital
Arlington,
Virginia
|
-$1.39M |
| 4 |
BCM
BHZ Capital Management
San Jose,
California
|
-$155K |
| 5 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
-$101K |
SBFG Hedge Fund Activity: Q4 2020 in Review
46 of the 5,677 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q4 2020, worth a combined $65.1M — up 26% from $51.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SBFG and 2 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 18 added.
The largest buyer was BlackRock, adding an estimated $805K. The largest seller was FJ Capital Management, exiting entirely with an estimated $1.8M sold.
- 46 institutional investors held SB Financial Group (SBFG) as of Q4 2020, down from 48 in Q3 2020.
- Funds reported $65.1M of SB Financial Group stock for Q4 2020, up 26% quarter-over-quarter.
- 2 funds opened new SB Financial Group positions in Q4 2020 and 4 closed out, a net change of -2 holders.
- The largest SB Financial Group buyer in Q4 2020 was BlackRock, an estimated $805K added.
- The largest SB Financial Group seller in Q4 2020 was FJ Capital Management, an estimated $1.8M sold.
Based on aggregated 13F filings for Q4 2020.