SB Financial Group
SBFG
38 hedge funds and large institutions have $43.2M invested in SB Financial Group in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 5 closing their positions.
0.48% more ownership
Funds ownership: 48.87% → 49.35% (+0.48%)
7% less funds holding
Funds holding: 41 → 38 (-3)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
11% less capital invested
Capital invested by funds: $48.3M → $43.2M (-$5.09M)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$347K |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$227K |
| 3 |
BlackRock
New York
|
+$197K |
| 4 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
+$36.6K |
| 5 |
PCA
PL Capital Advisors
Naples,
Florida
|
+$26.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HF
HRT Financial
New York
|
-$292K |
| 2 |
Jane Street
New York
|
-$216K |
| 3 |
BCM
BHZ Capital Management
San Jose,
California
|
-$184K |
| 4 |
FSCM
Front Street Capital Management
Missoula,
Montana
|
-$178K |
| 5 |
Millennium Management
New York
|
-$125K |
SBFG Hedge Fund Activity: Q2 2023 in Review
38 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q2 2023, worth a combined $43.2M — down 11% from $48.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SBFG and 2 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 9 added.
The largest buyer was Empowered Funds, opening a new position worth an estimated $347K. The largest seller was HRT Financial, exiting entirely with an estimated $292K sold.
- 38 institutional investors held SB Financial Group (SBFG) as of Q2 2023, down from 41 in Q1 2023.
- Funds reported $43.2M of SB Financial Group stock for Q2 2023, down 11% quarter-over-quarter.
- 2 funds opened new SB Financial Group positions in Q2 2023 and 5 closed out, a net change of -3 holders.
- The largest SB Financial Group buyer in Q2 2023 was Empowered Funds, an estimated $347K added.
- The largest SB Financial Group seller in Q2 2023 was HRT Financial, an estimated $292K sold.
Based on aggregated 13F filings for Q2 2023.