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Simmons First National

121 hedge funds and large institutions have $323M invested in Simmons First National in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

9% more funds holding

Funds holding: 111121 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $329M → $323M (-$6.49M)

28% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 50

Holders
121
Holders Change
+10
Holders Change %
+9.01%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
36
Reduced
50
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCAMU
26
Rothschild & Co Asset Management US
Connecticut
$2.33M -$143K -7,940 -6%
PPA
27
Parametric Portfolio Associates
Washington
$2.25M +$2.81K +156 +0.1%
BG
28
BlackRock Group
United Kingdom
$1.62M -$83.2K -4,620 -5%
GC
29
Guggenheim Capital
Illinois
$1.52M +$1.23M +68,492 +517%
Charles Schwab
30
Charles Schwab
California
$1.51M +$36.7K +2,040 +3%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$1.5M
FRM
32
Foundation Resource Management
Arkansas
$1.48M
FP
33
Foundry Partners
Minnesota
$1.46M -$25.6K -1,424 -2%
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$1.31M +$464K +25,772 +58%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.22M -$238K -13,200 -17%
SBH
36
Segall Bryant & Hamill
Illinois
$1.17M +$46.3K +2,570 +4%
NI
37
Numeric Investors
Massachusetts
$1.16M -$981K -54,498 -47%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$1.11M
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$1.06M -$18K -1,000 -2%
State Board of Administration of Florida Retirement System
40
State Board of Administration of Florida Retirement System
Florida
$1.04M -$60.9K -3,386 -6%
CS
41
Credit Suisse
Switzerland
$1.04M +$29.7K +1,648 +3%
AllianceBernstein
42
AllianceBernstein
Tennessee
$1.03M +$9.94K +552 +1%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$1.02M -$25.2K -1,400 -2%
PCM
44
Piermont Capital Management
Missouri
$1M +$6.84K +380 +0.7%
First Trust Advisors
45
First Trust Advisors
Illinois
$956K -$283K -15,718 -23%
TA
46
Teachers Advisors
New York
$948K +$49K +2,720 +6%
MCA
47
Mendon Capital Advisors
Florida
$932K +$900K +50,000 New
RFC
48
Russell Frank Company
Washington
$916K -$810K -45,010 -47%
LIM
49
Loudon Investment Management
New Hampshire
$786K
DCM
50
Dupont Capital Management
Delaware
$773K

SFNC Hedge Fund Activity: Q1 2014 in Review

121 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q1 2014, worth a combined $323M — down 2% from $329M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SFNC positions and 6 closed out — a net gain of 11 holders — while 36 added to existing stakes and 50 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.23M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $7.85M.

  • 121 institutional investors held Simmons First National (SFNC) as of Q1 2014, up from 111 in Q4 2013.
  • Funds reported $323M of Simmons First National stock for Q1 2014, down 2% quarter-over-quarter.
  • 17 funds opened new Simmons First National positions in Q1 2014 and 6 closed out, a net change of +11 holders.
  • The largest Simmons First National buyer in Q1 2014 was Guggenheim Capital, an estimated $1.23M added.
  • The largest Simmons First National seller in Q1 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $7.85M sold.

Based on aggregated 13F filings for Q1 2014.