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SB Financial Group
SBFG

38 hedge funds and large institutions have $51.2M invested in SB Financial Group in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

12% more capital invested

Capital invested by funds: $45.5M → $51.2M (+$5.67M)

0.33% more ownership

Funds ownership: 49.02% → 49.35% (+0.33%)

0% more funds holding

Funds holding: 38 → 38 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$210K
2
FL
Fourthstone LLC
Missouri
+$192K
3
GJL
Gendell Jeffrey L
+$119K
4
Northern Trust
Northern Trust
Illinois
+$102K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$78.1K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$388K
2
CCB
Cutter & Co Brokerage
Missouri
-$162K
3
State Street
State Street
Massachusetts
-$128K
4
PH
Pinnacle Holdings
Oklahoma
-$75.6K
5
SIC
SJS Investment Consulting
Ohio
-$68.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$8.64M +$57.1K +4,153 +0.7%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.39M – – –
CCM
3
Cutler Capital Management
Massachusetts
$6.08M -$3.08K -224 -0.1%
FCM
4
FJ Capital Management
Virginia
$5.68M – – –
SVBP
5
Strategic Value Bank Partners
Ohio
$5.36M – – –
PU
6
Petiole USA
New York
$4.12M – – –
PH
7
Pinnacle Holdings
Oklahoma
$2.46M -$75.6K -5,495 -3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$2.4M +$78.1K +5,678 +4%
Vanguard Group
9
Vanguard Group
Pennsylvania
$1.55M +$8.16K +593 +0.6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.03M +$63K +4,582 +7%
BCM
11
Bridgeway Capital Management
Texas
$1.01M +$37K +2,688 +4%
BlackRock
12
BlackRock
New York
$916K -$27.5K -1,996 -3%
GJL
13
Gendell Jeffrey L
$698K +$119K +8,654 +23%
First Manhattan
14
First Manhattan
New York
$547K – – –
EF
15
Empowered Funds
Pennsylvania
$471K +$37K +2,688 +10%
PCA
16
PL Capital Advisors
Florida
$428K – – –
VVP
17
Venture Visionary Partners
Ohio
$357K +$963 +70 +0.3%
Northern Trust
18
Northern Trust
Illinois
$298K +$102K +7,398 +61%
BCM
19
BHZ Capital Management
California
$250K -$38.3K -2,785 -15%
State Street
20
State Street
Massachusetts
$247K -$128K -9,300 -36%
Renaissance Technologies
21
Renaissance Technologies
New York
$234K +$210K +15,243 New
FL
22
Fourthstone LLC
Missouri
$214K +$192K +13,957 New
Millennium Management
23
Millennium Management
New York
$208K -$388K -28,186 -67%
SFI
24
Susquehanna Fundamental Investments
Pennsylvania
$181K -$61.9K -4,500 -27%
HNB
25
Huntington National Bank
Ohio
$122K – – –
1
2

SBFG Hedge Fund Activity: Q4 2023 in Review

38 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q4 2023, worth a combined $51.2M — up 12% from $45.5M a quarter earlier.

Fund positioning in SBFG was balanced in Q4 2023: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 8 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $210K. The largest seller was Millennium Management, cutting an estimated $388K.

  • 38 institutional investors held SB Financial Group (SBFG) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $51.2M of SB Financial Group stock for Q4 2023, up 12% quarter-over-quarter.
  • 3 funds opened new SB Financial Group positions in Q4 2023 and 3 closed out, a net change of 0 holders.
  • The largest SB Financial Group buyer in Q4 2023 was Renaissance Technologies, an estimated $210K added.
  • The largest SB Financial Group seller in Q4 2023 was Millennium Management, an estimated $388K sold.

Based on aggregated 13F filings for Q4 2023.