SB Financial Group
SBFG
41 hedge funds and large institutions have $69.3M invested in SB Financial Group in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.
47% more capital invested
Capital invested by funds: $47.1M → $69.3M (+$22.3M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
3% more funds holding
Funds holding: 40 → 41 (+1)
0.6% more ownership
Funds ownership: 49.5% → 50.1% (+0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$214K |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$193K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$39.6K |
| 4 |
Citigroup
New York
|
+$39K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$30.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$148K |
| 2 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
-$69.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$60.8K |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$35.9K |
| 5 |
Renaissance Technologies
New York
|
-$27.9K |
SBFG Hedge Fund Activity: Q3 2024 in Review
41 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q3 2024, worth a combined $69.3M — up 47% from $47.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SBFG positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $214K. The largest seller was Millennium Management, exiting entirely with an estimated $148K sold.
- 41 institutional investors held SB Financial Group (SBFG) as of Q3 2024, up from 40 in Q2 2024.
- Funds reported $69.3M of SB Financial Group stock for Q3 2024, up 47% quarter-over-quarter.
- 4 funds opened new SB Financial Group positions in Q3 2024 and 3 closed out, a net change of +1 holder.
- The largest SB Financial Group buyer in Q3 2024 was Susquehanna International Group, an estimated $214K added.
- The largest SB Financial Group seller in Q3 2024 was Millennium Management, an estimated $148K sold.
Based on aggregated 13F filings for Q3 2024.