Simmons First National
SFNC
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.
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
9% more funds holding
Funds holding: 111 → 121 (+10)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.23M |
| 2 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$1.07M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$963K |
| 4 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
+$900K |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$719K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$7.85M |
| 2 |
SFT
Simmons First Trust
Pine Bluff,
Arkansas
|
-$2.7M |
| 3 |
Goldman Sachs
New York
|
-$1.21M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$981K |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$810K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
126
WFG Advisors
Dallas,
Texas
| – | -$4K | -200 | Closed |
|
127
US Bancorp
Minneapolis,
Minnesota
| – | -$2K | -120 | Closed |
|
SFNC Hedge Fund Activity: Q1 2014 in Review
121 of the 3,463 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.