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Simmons First National

133 hedge funds and large institutions have $663M invested in Simmons First National in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

6% more capital invested

Capital invested by funds: $626M → $663M (+$37.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 136133 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
133
Holders Change
-3
Holders Change %
-2.21%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
52
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$1.4M +$357K +15,536 +35%
CIS
52
Connors Investor Services
Pennsylvania
$1.39M
First Trust Advisors
53
First Trust Advisors
Illinois
$1.38M -$1.49M -64,912 -52%
PPA
54
Parametric Portfolio Associates
Washington
$1.36M +$92.2K +4,016 +7%
Comerica Bank
55
Comerica Bank
Texas
$1.35M -$20.7K -902 -2%
HCM
56
Horrell Capital Management
Arkansas
$1.24M -$6.33K -276 -0.5%
NFA
57
Nationwide Fund Advisors
Ohio
$1.22M -$304K -13,248 -20%
SBSB
58
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.19M +$1.18M +51,362 New
AQR Capital Management
59
AQR Capital Management
Connecticut
$1.07M -$331K -14,424 -24%
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$1.05M +$35.3K +1,540 +3%
TPSF
61
Texas Permanent School Fund
Texas
$1.01M -$41.1K -1,790 -4%
AIG
62
American International Group
New York
$1M -$28.3K -1,234 -3%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$983K -$6.43K -280 -0.7%
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$967K
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$925K +$11.7K +510 +1%
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$924K
Public Sector Pension Investment Board (PSP Investments)
67
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$915K
ZCM
68
Zebra Capital Management
Connecticut
$891K +$886K +38,590 New
Creative Planning
69
Creative Planning
Kansas
$829K
Morgan Stanley
70
Morgan Stanley
New York
$799K +$27.2K +1,184 +4%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$794K +$193K +8,400 +32%
Citigroup
72
Citigroup
New York
$745K -$868K -37,828 -54%
ASRS
73
Arizona State Retirement System
Arizona
$686K +$13.8K +600 +2%
BA
74
BlackRock Advisors
Delaware
$637K +$18.5K +804 +3%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$635K +$32.6K +1,420 +5%

SFNC Hedge Fund Activity: Q2 2016 in Review

133 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q2 2016, worth a combined $663M — up 6% from $626M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SFNC and 8 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 52 added.

The largest buyer was Vanguard Group, adding an estimated $3.89M. The largest seller was Putnam Investments, exiting entirely with an estimated $2.24M sold.

  • 133 institutional investors held Simmons First National (SFNC) as of Q2 2016, down from 136 in Q1 2016.
  • Funds reported $663M of Simmons First National stock for Q2 2016, up 6% quarter-over-quarter.
  • 8 funds opened new Simmons First National positions in Q2 2016 and 10 closed out, a net change of -2 holders.
  • The largest Simmons First National buyer in Q2 2016 was Vanguard Group, an estimated $3.89M added.
  • The largest Simmons First National seller in Q2 2016 was Putnam Investments, an estimated $2.24M sold.

Based on aggregated 13F filings for Q2 2016.