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Simmons First National

136 hedge funds and large institutions have $626M invested in Simmons First National in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 147136 (-11)

11% less capital invested

Capital invested by funds: $702M → $626M (-$75.5M)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
136
Holders Change
-11
Holders Change %
-7.48%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
49
Reduced
38
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$1.32M +$21.2K +962 +2%
SI
52
Stephens Inc
Arkansas
$1.3M +$103K +4,650 +9%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$1.29M +$2.21K +100 +0.2%
PPA
54
Parametric Portfolio Associates
Washington
$1.24M -$49K -2,220 -4%
HCM
55
Horrell Capital Management
Arkansas
$1.22M +$9.63K +436 +0.8%
CS
56
Credit Suisse
Switzerland
$1.02M -$499K -22,576 -33%
TPSF
57
Texas Permanent School Fund
Texas
$1.02M -$25.8K -1,170 -3%
Bank of America
58
Bank of America
North Carolina
$1.01M +$403K +18,248 +68%
AIG
59
American International Group
New York
$1M +$10.8K +490 +1%
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$992K +$22.9K +1,038 +2%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$966K +$62.7K +2,840 +7%
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$943K
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$901K
Public Sector Pension Investment Board (PSP Investments)
64
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$893K
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$893K +$23.9K +1,084 +3%
Creative Planning
66
Creative Planning
Kansas
$809K
Morgan Stanley
67
Morgan Stanley
New York
$753K -$106K -4,810 -13%
ASRS
68
Arizona State Retirement System
Arizona
$656K +$22.1K +1,000 +4%
BA
69
BlackRock Advisors
Delaware
$604K +$38.2K +1,732 +7%
BO
70
Bank OZK
Arkansas
$590K
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$587K +$43.3K +1,960 +8%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$586K -$1.2M -54,400 -68%
LSERS
73
Louisiana State Employees Retirement System
Louisiana
$568K +$8.83K +400 +2%
EVM
74
Eaton Vance Management
Massachusetts
$517K
UBS AM
75
UBS AM
Illinois
$510K -$205K -9,278 -29%

SFNC Hedge Fund Activity: Q1 2016 in Review

136 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q1 2016, worth a combined $626M — down 11% from $702M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SFNC and 16 opened new positions — a net loss of 10 holders — while 38 trimmed existing stakes and 49 added.

The largest buyer was VOYA Investment Management, adding an estimated $10.4M. The largest seller was Ameriprise, cutting an estimated $5.44M.

  • 136 institutional investors held Simmons First National (SFNC) as of Q1 2016, down from 147 in Q4 2015.
  • Funds reported $626M of Simmons First National stock for Q1 2016, down 11% quarter-over-quarter.
  • 16 funds opened new Simmons First National positions in Q1 2016 and 26 closed out, a net change of -10 holders.
  • The largest Simmons First National buyer in Q1 2016 was VOYA Investment Management, an estimated $10.4M added.
  • The largest Simmons First National seller in Q1 2016 was Ameriprise, an estimated $5.44M sold.

Based on aggregated 13F filings for Q1 2016.