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SB Financial Group
SBFG

36 hedge funds and large institutions have $45.9M invested in SB Financial Group in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

0.32% less ownership

Funds ownership: 49.35% → 49.03% (-0.32%)

5% less funds holding

Funds holding: 38 → 36 (-2)

10% less capital invested

Capital invested by funds: $51.2M → $45.9M (-$5.33M)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$145K
2
GJL
Gendell Jeffrey L
+$48.9K
3
BCM
Bridgeway Capital Management
Texas
+$36K
4
EF
Empowered Funds
Pennsylvania
+$36K
5
Wells Fargo
Wells Fargo
California
+$32.2K

Top Sellers

Rank Fund Capital Flow
1
BCM
BHZ Capital Management
California
-$250K
2
FL
Fourthstone LLC
Missouri
-$214K
3
SFI
Susquehanna Fundamental Investments
Pennsylvania
-$181K
4
BlackRock
BlackRock
New York
-$44.8K
5
Morgan Stanley
Morgan Stanley
New York
-$21.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$7.97M +$145K +9,900 +2%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.68M -$2.54K -173 -0%
CCM
3
Cutler Capital Management
Massachusetts
$5.52M +$426 +29 +0%
FCM
4
FJ Capital Management
Virginia
$5.15M – – –
SVBP
5
Strategic Value Bank Partners
Ohio
$4.86M – – –
PU
6
Petiole USA
New York
$3.66M – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$2.18M +$13.3K +903 +0.6%
PH
8
Pinnacle Holdings
Oklahoma
$2.17M -$10.7K -728 -0.5%
Vanguard Group
9
Vanguard Group
Pennsylvania
$1.4M – – –
BCM
10
Bridgeway Capital Management
Texas
$949K +$36K +2,450 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$935K – – –
BlackRock
12
BlackRock
New York
$788K -$44.8K -3,051 -5%
GJL
13
Gendell Jeffrey L
$673K +$48.9K +3,335 +7%
First Manhattan
14
First Manhattan
New York
$491K – – –
EF
15
Empowered Funds
Pennsylvania
$460K +$36K +2,450 +8%
PCA
16
PL Capital Advisors
Florida
$388K – – –
VVP
17
Venture Visionary Partners
Ohio
$324K +$983 +67 +0.3%
Northern Trust
18
Northern Trust
Illinois
$255K -$15.7K -1,071 -5%
State Street
19
State Street
Massachusetts
$224K – – –
Renaissance Technologies
20
Renaissance Technologies
New York
$208K -$1.73K -118 -0.8%
Millennium Management
21
Millennium Management
New York
$182K -$6.9K -470 -3%
HNB
22
Huntington National Bank
Ohio
$110K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$87K – – –
SIC
24
SJS Investment Consulting
Ohio
$52.3K – – –
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$32K – – –
1
2

SBFG Hedge Fund Activity: Q1 2024 in Review

36 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q1 2024, worth a combined $45.9M — down 10% from $51.2M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of SBFG and 1 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 9 added.

The largest buyer was AllianceBernstein, adding an estimated $145K. The largest seller was BHZ Capital Management, exiting entirely with an estimated $250K sold.

  • 36 institutional investors held SB Financial Group (SBFG) as of Q1 2024, down from 38 in Q4 2023.
  • Funds reported $45.9M of SB Financial Group stock for Q1 2024, down 10% quarter-over-quarter.
  • 1 fund opened new SB Financial Group positions in Q1 2024 and 3 closed out, a net change of -2 holders.
  • The largest SB Financial Group buyer in Q1 2024 was AllianceBernstein, an estimated $145K added.
  • The largest SB Financial Group seller in Q1 2024 was BHZ Capital Management, an estimated $250K sold.

Based on aggregated 13F filings for Q1 2024.