We are live on ! Find out more
SFNC icon

Simmons First National

185 hedge funds and large institutions have $1.45B invested in Simmons First National in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

2.55% less ownership

Funds ownership: 71.76%69.21% (-2.5%)

10% less funds holding

Funds holding: 206185 (-21)

34% less capital invested

Capital invested by funds: $2.19B → $1.45B (-$741M)

46% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 39

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
185
Holders Change
-21
Holders Change %
-10.19%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
21
Increased
63
Reduced
65
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$500K -$148K -6,495 -19%
Truist Financial
102
Truist Financial
North Carolina
$455K +$562K +24,739 New
AG
103
Aperio Group
California
$436K -$175K -7,705 -25%
CB
104
Cadence Bank
Mississippi
$425K
VWA
105
Visionary Wealth Advisors
Illinois
$423K
ASRS
106
Arizona State Retirement System
Arizona
$419K -$1.21M -53,245 -70%
BCM
107
BHZ Capital Management
California
$387K -$195K -8,577 -29%
FSC
108
Full Sail Capital
Oklahoma
$376K -$89K -3,919 -15%
Creative Planning
109
Creative Planning
Kansas
$359K +$136 +6 +0%
ECM
110
Everence Capital Management
Indiana
$350K +$76.8K +3,380 +22%
XK
111
Xact Kapitalforvaltning
Sweden
$329K +$102K +4,500 +34%
RJA
112
Raymond James & Associates
Florida
$326K -$75.2K -3,310 -16%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$326K +$25.9K +1,139 +7%
Public Employees Retirement Association of Colorado
114
Public Employees Retirement Association of Colorado
Colorado
$292K
Natixis Advisors
115
Natixis Advisors
Massachusetts
$290K -$112K -4,946 -24%
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$290K +$177K +7,770 +97%
BCM
117
Bayesian Capital Management
New York
$290K +$358K +15,737 New
AB
118
Amalgamated Bank
New York
$289K -$9.72K -428 -3%
AHC
119
Anderson Hoagland & Co
Missouri
$287K -$90.9K -4,000 -19%
CIBC Asset Management
120
CIBC Asset Management
Ontario, Canada
$286K
US Bancorp
121
US Bancorp
Minnesota
$272K -$2.88K -127 -0.9%
6M
122
6 Meridian
Kansas
$262K +$324K +14,240 New
ACM
123
Allred Capital Management
Texas
$253K
MM
124
Meridian Management
Arkansas
$250K +$48.4K +2,130 +19%
RIM
125
Reliant Investment Management
Tennessee
$242K

SFNC Hedge Fund Activity: Q1 2020 in Review

185 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q1 2020, worth a combined $1.45B — down 34% from $2.19B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of SFNC and 21 opened new positions — a net loss of 18 holders — while 65 trimmed existing stakes and 63 added.

The largest buyer was Simmons Bank, adding an estimated $226M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $16.1M sold.

  • 185 institutional investors held Simmons First National (SFNC) as of Q1 2020, down from 206 in Q4 2019.
  • Funds reported $1.45B of Simmons First National stock for Q1 2020, down 34% quarter-over-quarter.
  • 21 funds opened new Simmons First National positions in Q1 2020 and 39 closed out, a net change of -18 holders.
  • The largest Simmons First National buyer in Q1 2020 was Simmons Bank, an estimated $226M added.
  • The largest Simmons First National seller in Q1 2020 was Arrowstreet Capital, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2020.