SB Financial Group
SBFG
41 hedge funds and large institutions have $48.3M invested in SB Financial Group in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
5% more funds holding
Funds holding: 39 → 41 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.93% less ownership
Funds ownership: 49.8% → 48.87% (-0.93%)
14% less capital invested
Capital invested by funds: $56.4M → $48.3M (-$8.05M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$473K |
| 2 |
PCA
PL Capital Advisors
Naples,
Florida
|
+$399K |
| 3 |
SVBP
Strategic Value Bank Partners
Cleveland,
Ohio
|
+$385K |
| 4 |
HF
HRT Financial
New York
|
+$329K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$325K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.13M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$195K |
| 3 |
FSCM
Front Street Capital Management
Missoula,
Montana
|
-$57.2K |
| 4 |
SFI
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
-$41.3K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$21.1K |
SBFG Hedge Fund Activity: Q1 2023 in Review
41 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q1 2023, worth a combined $48.3M — down 14% from $56.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SBFG positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $473K. The largest seller was Vanguard Group, cutting an estimated $3.13M.
- 41 institutional investors held SB Financial Group (SBFG) as of Q1 2023, up from 39 in Q4 2022.
- Funds reported $48.3M of SB Financial Group stock for Q1 2023, down 14% quarter-over-quarter.
- 5 funds opened new SB Financial Group positions in Q1 2023 and 3 closed out, a net change of +2 holders.
- The largest SB Financial Group buyer in Q1 2023 was AllianceBernstein, an estimated $473K added.
- The largest SB Financial Group seller in Q1 2023 was Vanguard Group, an estimated $3.13M sold.
Based on aggregated 13F filings for Q1 2023.