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Simmons First National

232 hedge funds and large institutions have $1.53B invested in Simmons First National in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 86 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

20,280% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $5K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 78

1.03% more ownership

Funds ownership: 68.39%69.42% (+1%)

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0% less funds holding

Funds holding: 233232 (-1)

8% less capital invested

Capital invested by funds: $1.67B → $1.53B (-$136M)

Holders
232
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
86
Reduced
78
Closed
23
Calls
$1.02M
Puts
$5K
Net Calls
+$1.01M
Net Calls Change
+$767K
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
151
Hennion & Walsh Asset Management
New Jersey
$342K +$137K +7,770 +67%
UCFA
152
United Capital Financial Advisors
Texas
$341K +$76K +4,304 +29%
AACP
153
Advantage Alpha Capital Partners
California
$336K -$35.5K -2,009 -10%
Amundi
154
Amundi
France
$331K -$49.6K -2,809 -13%
HSBC Holdings
155
HSBC Holdings
United Kingdom
$320K -$2.55M -144,258 -89%
SPA
156
Sherbrooke Park Advisers
New York
$309K +$311K +17,590 New
Pictet Asset Management
157
Pictet Asset Management
Switzerland
$308K +$49.6K +2,808 +19%
MCA
158
Millennium Capital Advisors
Arkansas
$299K
HighTower Advisors
159
HighTower Advisors
Illinois
$299K -$11.8K -670 -4%
PCMC
160
Private Capital Management (Colorado)
Colorado
$283K +$3.09K +175 +1%
YIH
161
Y-Intercept (HK)
Hong Kong
$269K +$91.3K +5,172 +51%
DCM
162
Dean Capital Management
Kansas
$269K +$270K +15,286 New
LCM
163
Legato Capital Management
California
$269K +$270K +15,286 New
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$249K
QCM
165
QRG Capital Management
Illinois
$245K -$24K -1,358 -9%
ACM
166
Allred Capital Management
Texas
$242K
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$241K -$52K -2,946 -18%
Corient Private Wealth
168
Corient Private Wealth
Florida
$238K -$724 -41 -0.3%
Mariner
169
Mariner
Kansas
$234K -$53.4K -3,027 -18%
VWA
170
Visionary Wealth Advisors
Illinois
$222K
AG
171
Algert Global
California
$222K +$223K +12,613 New
AIP
172
Ameritas Investment Partners
Nebraska
$221K
BPA
173
Beacon Pointe Advisors
California
$219K -$107K -6,076 -33%
WWP
174
WR Wealth Planners
Missouri
$219K +$2.38K +135 +1%
CIBC Asset Management
175
CIBC Asset Management
Ontario, Canada
$215K -$2.77K -157 -1%

SFNC Hedge Fund Activity: Q2 2024 in Review

232 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q2 2024, worth a combined $1.53B — down 8.2% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SFNC positions and 23 closed out — a net gain of 1 holder — while 86 added to existing stakes and 78 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $24.4M. The largest seller was Janus Henderson Group, cutting an estimated $14.2M.

  • 232 institutional investors held Simmons First National (SFNC) as of Q2 2024, down from 233 in Q1 2024.
  • Funds reported $1.53B of Simmons First National stock for Q2 2024, down 8.2% quarter-over-quarter.
  • 24 funds opened new Simmons First National positions in Q2 2024 and 23 closed out, a net change of +1 holder.
  • The largest Simmons First National buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $24.4M added.
  • The largest Simmons First National seller in Q2 2024 was Janus Henderson Group, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2024.