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Simmons First National

89 hedge funds and large institutions have $272M invested in Simmons First National in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

26% more capital invested

Capital invested by funds: $216M → $272M (+$55.9M)

11% more funds holding

Funds holding: 8089 (+9)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
2.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
33
Reduced
31
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFT
1
Simmons First Trust
Arkansas
$42.8M -$1.33M -97,160 -3%
BFA
2
BlackRock Fund Advisors
California
$28.8M +$2.05M +149,246 +9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$22M -$329 -24 -0%
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.2M +$188K +13,694 +1%
BIT
5
BlackRock Institutional Trust
California
$16.6M -$1.1M -80,090 -7%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$13.3M +$76.8K +5,600 +0.7%
MCM
7
Maltese Capital Management
New York
$13.2M +$11.6M +847,600 New
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$11M +$33.4K +2,438 +0.3%
State Street
9
State Street
Massachusetts
$10.3M -$255K -18,592 -3%
Ameriprise
10
Ameriprise
Minnesota
$10.1M -$117K -8,538 -1%
Northern Trust
11
Northern Trust
Illinois
$8.23M -$304K -22,144 -4%
KCM
12
Kennedy Capital Management
Missouri
$6.79M -$62.8K -4,576 -1%
Luther King Capital Management (LKCM)
13
Luther King Capital Management (LKCM)
Texas
$6.22M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$6.01M +$248K +18,062 +5%
JP Morgan Chase
15
JP Morgan Chase
New York
$5.42M +$1.15M +83,798 +32%
Norges Bank
16
Norges Bank
Norway
$4.73M
Principal Financial Group
17
Principal Financial Group
Iowa
$2.76M +$46.9K +3,416 +2%
TCIM
18
TIAA CREF Investment Management
New York
$2.45M -$136K -9,888 -6%
HCM
19
Horrell Capital Management
Arkansas
$2.28M +$484K +35,310 +32%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2.2M +$427K +31,130 +28%
Goldman Sachs
21
Goldman Sachs
New York
$2.08M +$59.8K +4,358 +3%
BIM
22
BlackRock Investment Management
Delaware
$2.06M -$19.2K -1,398 -1%
PPA
23
Parametric Portfolio Associates
Washington
$1.88M +$86.9K +6,334 +6%
RCAMU
24
Rothschild & Co Asset Management US
Connecticut
$1.79M -$252K -18,340 -14%
Prudential Financial
25
Prudential Financial
New Jersey
$1.57M -$129K -9,400 -8%

SFNC Hedge Fund Activity: Q3 2013 in Review

89 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q3 2013, worth a combined $272M — up 26% from $216M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SFNC positions and 2 closed out — a net gain of 9 holders — while 33 added to existing stakes and 31 trimmed.

The largest buyer was Maltese Capital Management, opening a new position worth an estimated $11.6M. The largest seller was Simmons First Trust, cutting an estimated $1.33M.

  • 89 institutional investors held Simmons First National (SFNC) as of Q3 2013, up from 80 in Q2 2013.
  • Funds reported $272M of Simmons First National stock for Q3 2013, up 26% quarter-over-quarter.
  • 11 funds opened new Simmons First National positions in Q3 2013 and 2 closed out, a net change of +9 holders.
  • The largest Simmons First National buyer in Q3 2013 was Maltese Capital Management, an estimated $11.6M added.
  • The largest Simmons First National seller in Q3 2013 was Simmons First Trust, an estimated $1.33M sold.

Based on aggregated 13F filings for Q3 2013.