SB Financial Group
SBFG
38 hedge funds and large institutions have $59.7M invested in SB Financial Group in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
7% more capital invested
Capital invested by funds: $55.7M → $59.7M (+$4.05M)
7.17% more ownership
Funds ownership: 45.97% → 53.14% (+7.2%)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
3% less funds holding
Funds holding: 39 → 38 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$742K |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$552K |
| 3 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
+$83.7K |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$77.1K |
| 5 |
Renaissance Technologies
New York
|
+$51.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
-$787K |
| 2 |
E
Ergoteles
New York
|
-$108K |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$52K |
| 4 |
Millennium Management
New York
|
-$50.6K |
| 5 |
BCM
BHZ Capital Management
San Jose,
California
|
-$46.6K |
SBFG Hedge Fund Activity: Q4 2021 in Review
38 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q4 2021, worth a combined $59.7M — up 7.3% from $55.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SBFG and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 10 added.
The largest buyer was Vanguard Group, adding an estimated $742K. The largest seller was EJF Capital, cutting an estimated $787K.
- 38 institutional investors held SB Financial Group (SBFG) as of Q4 2021, down from 39 in Q3 2021.
- Funds reported $59.7M of SB Financial Group stock for Q4 2021, up 7.3% quarter-over-quarter.
- 3 funds opened new SB Financial Group positions in Q4 2021 and 4 closed out, a net change of -1 holder.
- The largest SB Financial Group buyer in Q4 2021 was Vanguard Group, an estimated $742K added.
- The largest SB Financial Group seller in Q4 2021 was EJF Capital, an estimated $787K sold.
Based on aggregated 13F filings for Q4 2021.