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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
AW
201
Avion Wealth
Texas
$7K
NA
202
NewEdge Advisors
Louisiana
$6.81K
SAM
203
Smartleaf Asset Management
Massachusetts
$6.03K +$5.91K +312 New
PS
204
Principal Securities
Iowa
$5.68K +$1.17K +62 +27%
QCG
205
Quadrant Capital Group
Ohio
$5.49K
BTI
206
Blue Trust Inc
Georgia
$4.26K -$3.07K -162 -43%
DAM
207
Delta Asset Management
Tennessee
$4.05K
HCP
208
Hexagon Capital Partners
Arkansas
$3.89K -$34.2K -1,808 -90%
NC
209
nVerses Capital
Florida
$3.89K +$3.79K +200 New
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$3.27K
BFEC
211
Benjamin F. Edwards & Company
Missouri
$3K +$2.46K +130 New
FFA
212
Farther Finance Advisors
California
$2.35K -$568 -30 -20%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$2.26K +$2.22K +117 New
MG
214
Mather Group
Illinois
$2K +$1.91K +101 New
CB
215
Centennial Bank
Arkansas
$1.87K
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$1.71K
CFGS
217
Concourse Financial Group Securities
Alabama
$1.61K
A
218
AlphaQuest
New York
$1.42K -$1.44M -75,939 -100%
PA
219
Parallel Advisors
California
$1.34K
JWA
220
JFS Wealth Advisors
Pennsylvania
$1.28K +$492 +26 +65%
UB
221
UMB Bank
Missouri
$934 +$909 +48 New
PWMG
222
Private Wealth Management Group
New Jersey
$896
EWA
223
EverSource Wealth Advisors
Alabama
$837
BIA
224
Bell Investment Advisors
California
$662
GRP
225
Global Retirement Partners
California
$488

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.