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Simmons First National

233 hedge funds and large institutions have $1.67B invested in Simmons First National in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $496K | Put options by funds: $249K

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

3% more funds holding

Funds holding: 227233 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.23% less ownership

Funds ownership: 68.63%68.39% (-0.23%)

2% less capital invested

Capital invested by funds: $1.71B → $1.67B (-$36.9M)

29% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 94

Holders
233
Holders Change
+6
Holders Change %
+2.64%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
67
Reduced
94
Closed
23
Calls
$496K
Puts
$249K
Net Calls
+$247K
Net Calls Change
-$94K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$323K +$15.1K +799 +5%
Mariner
152
Mariner
Kansas
$319K +$25K +1,318 +9%
SG Americas Securities
153
SG Americas Securities
New York
$312K -$580K -30,629 -66%
PCMC
154
Private Capital Management (Colorado)
Colorado
$309K -$170 -9 -0.1%
Envestnet Asset Management
155
Envestnet Asset Management
Illinois
$299K +$17K +900 +6%
QCM
156
QRG Capital Management
Illinois
$298K +$24.8K +1,309 +9%
UCFA
157
United Capital Financial Advisors
Texas
$294K +$27.9K +1,475 +11%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$286K
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$285K
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$276K -$32.7K -1,727 -11%
ACM
161
Allred Capital Management
Texas
$268K
Corient Private Wealth
162
Corient Private Wealth
Florida
$264K +$5.98K +316 +2%
VWA
163
Visionary Wealth Advisors
Illinois
$246K
AIP
164
Ameritas Investment Partners
Nebraska
$244K
CIBC Asset Management
165
CIBC Asset Management
Ontario, Canada
$241K -$2.59K -137 -1%
WWP
166
WR Wealth Planners
Missouri
$239K +$2.4K +127 +1%
LPL Financial
167
LPL Financial
California
$237K -$1.43M -75,727 -86%
CC
168
Courier Capital
New York
$235K
HWAM
169
Hennion & Walsh Asset Management
New Jersey
$227K +$221K +11,673 New
JF
170
Jump Financial
Illinois
$227K +$221K +11,671 New
SFWA
171
Summit Financial Wealth Advisors
Louisiana
$226K
CC
172
Centiva Capital
New York
$223K +$217K +11,481 New
CFM
173
Catalyst Funds Management
Australia
$222K +$216K +11,400 New
EGM
174
Engineers Gate Manager
New York
$204K +$199K +10,508 New
XT
175
XTX Topco
Cayman Islands
$200K +$194K +10,269 New

SFNC Hedge Fund Activity: Q1 2024 in Review

233 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q1 2024, worth a combined $1.67B — down 2.2% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SFNC positions and 23 closed out — a net gain of 8 holders — while 67 added to existing stakes and 94 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $30.6M. The largest seller was Morgan Stanley, cutting an estimated $28.1M.

  • 233 institutional investors held Simmons First National (SFNC) as of Q1 2024, up from 227 in Q4 2023.
  • Funds reported $1.67B of Simmons First National stock for Q1 2024, down 2.2% quarter-over-quarter.
  • 31 funds opened new Simmons First National positions in Q1 2024 and 23 closed out, a net change of +8 holders.
  • The largest Simmons First National buyer in Q1 2024 was Westwood Holdings Group, an estimated $30.6M added.
  • The largest Simmons First National seller in Q1 2024 was Morgan Stanley, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2024.