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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
YIH
176
Y-Intercept (HK)
Hong Kong
$197K +$192K +10,145 New
DT
177
Diversified Trust
Tennessee
$195K +$473 +25 +0.2%
FSWA
178
Financial Synergies Wealth Advisors
Texas
$163K -$791K -41,770 -83%
Osaic Holdings
179
Osaic Holdings
Arizona
$158K -$28.7K -1,515 -16%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$145K +$1.14K +60 +0.8%
LIA
181
Luken Investment Analytics
Tennessee
$134K
TRCT
182
Tower Research Capital (TRC)
New York
$133K -$289K -15,259 -69%
MLICM
183
Metropolitan Life Insurance Company (MetLife)
New York
$125K -$9.47K -500 -7%
LFA
184
LGT Financial Advisors
Texas
$115K
Fidelity Investments
185
Fidelity Investments
Massachusetts
$105K -$1.77M -93,516 -95%
FCA
186
FinTrust Capital Advisors
South Carolina
$96.3K
BFP
187
Briaud Financial Planning
Texas
$94K +$91.1K +4,811 New
PFBT
188
Parkside Financial Bank & Trust
Missouri
$84.3K
KBC Group
189
KBC Group
Belgium
$70K
CA
190
CoreCap Advisors
Michigan
$61.4K +$59.8K +3,156 New
C
191
Covestor
United Kingdom
$61K -$38.2K -2,017 -39%
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$39.9K +$16.3K +863 +73%
GI
193
GAMMA Investing
California
$38.1K +$8.22K +434 +28%
PD
194
Point72 (DIFC)
United Arab Emirates
$33.4K +$32.5K +1,716 New
Nomura Asset Management
195
Nomura Asset Management
Japan
$31.1K +$12.7K +670 +72%
SIC
196
Salem Investment Counselors
North Carolina
$23.6K
CIM
197
Contravisory Investment Management
Massachusetts
$22.6K +$22K +1,162 New
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$18K -$3.71K -196 -17%
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$15.4K +$2.25K +119 +18%
VCM
200
Versant Capital Management
Arizona
$13.7K -$2.78K -147 -17%

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.