Simmons First National
SFNC
117 hedge funds and large institutions have $428M invested in Simmons First National in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 18 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 33
16% more capital invested
Capital invested by funds: $369M → $428M (+$59.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 121 → 117 (-4)
17% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$10.7M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$9.55M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$8.48M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$5.84M |
| 5 |
FIM
Foresters Investment Management
New York
|
+$3.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$10.8M |
| 2 |
MCM
Maltese Capital Management
New York
|
-$4.2M |
| 3 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$3.66M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.72M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$2.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Millennium Management
New York
| – | -$980K | -48,210 | Closed |
|
127
D.E. Shaw & Co
New York
| – | -$774K | -38,082 | Closed |
|
|
LIM
128
Loudon Investment Management
West Lebanon,
New Hampshire
| – | -$451K | -22,170 | Closed |
|
|
OSAM
129
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$399K | -19,746 | Closed |
|
|
MFIMFI
130
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| – | -$367K | -18,064 | Closed |
|
131
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$342K | -16,804 | Closed |
|
132
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$292K | -14,362 | Closed |
|
|
PAI
133
Pittenger & Anderson Inc
Lincoin,
Nebraska
| – | -$39K | -1,900 | Closed |
|
|
GC
134
Globeflex Capital
San Diego,
California
| – | -$1K | -48 | Closed |
|
SFNC Hedge Fund Activity: Q1 2015 in Review
117 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q1 2015, worth a combined $428M — up 16% from $369M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of SFNC and 15 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 46 added.
The largest buyer was Bank of New York Mellon, adding an estimated $10.7M. The largest seller was THB Asset Management, exiting entirely with an estimated $10.8M sold.
- 117 institutional investors held Simmons First National (SFNC) as of Q1 2015, down from 121 in Q4 2014.
- Funds reported $428M of Simmons First National stock for Q1 2015, up 16% quarter-over-quarter.
- 15 funds opened new Simmons First National positions in Q1 2015 and 18 closed out, a net change of -3 holders.
- The largest Simmons First National buyer in Q1 2015 was Bank of New York Mellon, an estimated $10.7M added.
- The largest Simmons First National seller in Q1 2015 was THB Asset Management, an estimated $10.8M sold.
Based on aggregated 13F filings for Q1 2015.