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SB Financial Group
SBFG

51 hedge funds and large institutions have $66.3M invested in SB Financial Group in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

11% more funds holding

Funds holding: 46 → 51 (+5)

2.16% more ownership

Funds ownership: 49.5% → 51.66% (+2.2%)

2% more capital invested

Capital invested by funds: $65M → $66.3M (+$1.33M)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
17
Reduced
17
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$901K
2
BlackRock
BlackRock
New York
+$619K
3
Renaissance Technologies
Renaissance Technologies
New York
+$450K
4
VVP
Venture Visionary Partners
Ohio
+$444K
5
Goldman Sachs
Goldman Sachs
New York
+$380K

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$877K
2
AllianceBernstein
AllianceBernstein
Tennessee
-$216K
3
N
Nuveen
North Carolina
-$207K
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$197K
5
BCM
BHZ Capital Management
California
-$159K
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1
EJF Capital
Virginia
$9.13M -$877K -49,963 -9%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.16M +$19.2K +1,095 +0.2%
AllianceBernstein
3
AllianceBernstein
Tennessee
$7.32M -$216K -12,325 -3%
BlackRock
4
BlackRock
New York
$6.96M +$619K +35,256 +10%
PAIM
5
Punch & Associates Investment Management
Minnesota
$5.99M +$901K +51,327 +18%
CCM
6
Cutler Capital Management
Massachusetts
$5.46M +$14.7K +838 +0.3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.88M +$56.1K +3,197 +1%
PH
8
Pinnacle Holdings
Oklahoma
$2.87M -$614 -35 -0%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$2.37M +$282K +16,041 +13%
State Street
10
State Street
Massachusetts
$2M -$66.6K -3,794 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.69M +$47.1K +2,681 +3%
Northern Trust
12
Northern Trust
Illinois
$1.22M -$100K -5,717 -8%
BCM
13
Bridgeway Capital Management
Texas
$1.08M -$113K -6,426 -9%
BCM
14
BHZ Capital Management
California
$931K -$159K -9,072 -14%
Wells Fargo
15
Wells Fargo
California
$621K +$126K +7,162 +25%
First Manhattan
16
First Manhattan
New York
$619K – – –
GJL
17
Gendell Jeffrey L
$567K – – –
Bank of New York Mellon
18
Bank of New York Mellon
New York
$480K +$5.2K +296 +1%
Renaissance Technologies
19
Renaissance Technologies
New York
$446K +$450K +25,620 New
VVP
20
Venture Visionary Partners
Ohio
$440K +$444K +25,319 New
JP Morgan Chase
21
JP Morgan Chase
New York
$397K +$5.93K +338 +2%
Goldman Sachs
22
Goldman Sachs
New York
$377K +$380K +21,660 New
Charles Schwab
23
Charles Schwab
California
$300K +$263 +15 +0.1%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$281K -$197K -11,248 -41%
CCB
25
Cutter & Co Brokerage
Missouri
$208K – – –
1
2 3

SBFG Hedge Fund Activity: Q1 2021 in Review

51 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q1 2021, worth a combined $66.3M — up 2% from $65M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SBFG positions and 1 closed out — a net gain of 5 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $901K. The largest seller was EJF Capital, cutting an estimated $877K.

  • 51 institutional investors held SB Financial Group (SBFG) as of Q1 2021, up from 46 in Q4 2020.
  • Funds reported $66.3M of SB Financial Group stock for Q1 2021, up 2% quarter-over-quarter.
  • 6 funds opened new SB Financial Group positions in Q1 2021 and 1 closed out, a net change of +5 holders.
  • The largest SB Financial Group buyer in Q1 2021 was Punch & Associates Investment Management, an estimated $901K added.
  • The largest SB Financial Group seller in Q1 2021 was EJF Capital, an estimated $877K sold.

Based on aggregated 13F filings for Q1 2021.