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SB Financial Group
SBFG

40 hedge funds and large institutions have $47.1M invested in SB Financial Group in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

11% more funds holding

Funds holding: 36 → 40 (+4)

3% more capital invested

Capital invested by funds: $45.9M → $47.1M (+$1.18M)

0.47% more ownership

Funds ownership: 49.03% → 49.5% (+0.47%)

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$166K
2
PCM
Princeton Capital Management
New Jersey
+$144K
3
UBS Group
UBS Group
Switzerland
+$54.5K
4
CCM
Cutler Capital Management
Massachusetts
+$42.3K
5
BCM
Bridgeway Capital Management
Texas
+$34.8K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$36K
2
Northern Trust
Northern Trust
Illinois
-$6.62K
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$5.15K
4
PH
Pinnacle Holdings
Oklahoma
-$4.3K
5
BlackRock
BlackRock
New York
-$1.13K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$8.26M +$166K +12,017 +2%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.78M -$5.15K -373 -0.1%
CCM
3
Cutler Capital Management
Massachusetts
$5.65M +$42.3K +3,064 +0.8%
FCM
4
FJ Capital Management
Virginia
$5.23M – – –
SVBP
5
Strategic Value Bank Partners
Ohio
$4.94M – – –
PU
6
Petiole USA
New York
$3.72M – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$2.22M -$441 -32 -0%
PH
8
Pinnacle Holdings
Oklahoma
$2.2M -$4.3K -312 -0.2%
Vanguard Group
9
Vanguard Group
Pennsylvania
$1.43M – – –
BCM
10
Bridgeway Capital Management
Texas
$999K +$34.8K +2,520 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$961K +$11.4K +830 +1%
BlackRock
12
BlackRock
New York
$800K -$1.13K -82 -0.1%
GJL
13
Gendell Jeffrey L
$684K – – –
EF
14
Empowered Funds
Pennsylvania
$502K +$34.8K +2,520 +8%
First Manhattan
15
First Manhattan
New York
$499K – – –
PCA
16
PL Capital Advisors
Florida
$394K – – –
VVP
17
Venture Visionary Partners
Ohio
$330K +$979 +71 +0.3%
Northern Trust
18
Northern Trust
Illinois
$253K -$6.62K -480 -3%
State Street
19
State Street
Massachusetts
$227K – – –
Renaissance Technologies
20
Renaissance Technologies
New York
$213K +$1.38K +100 +0.7%
Millennium Management
21
Millennium Management
New York
$148K -$36K -2,610 -20%
PCM
22
Princeton Capital Management
New Jersey
$146K +$144K +10,408 New
HNB
23
Huntington National Bank
Ohio
$112K – – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$88K – – –
UBS Group
25
UBS Group
Switzerland
$55.3K +$54.5K +3,948 New
1
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SBFG Hedge Fund Activity: Q2 2024 in Review

40 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q2 2024, worth a combined $47.1M — up 2.6% from $45.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SBFG positions and 0 closed out — a net gain of 4 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $166K. The largest seller was Millennium Management, cutting an estimated $36K.

  • 40 institutional investors held SB Financial Group (SBFG) as of Q2 2024, up from 36 in Q1 2024.
  • Funds reported $47.1M of SB Financial Group stock for Q2 2024, up 2.6% quarter-over-quarter.
  • 4 funds opened new SB Financial Group positions in Q2 2024 and 0 closed out, a net change of +4 holders.
  • The largest SB Financial Group buyer in Q2 2024 was AllianceBernstein, an estimated $166K added.
  • The largest SB Financial Group seller in Q2 2024 was Millennium Management, an estimated $36K sold.

Based on aggregated 13F filings for Q2 2024.