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Simmons First National

111 hedge funds and large institutions have $329M invested in Simmons First National in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 5

25% more funds holding

Funds holding: 89111 (+22)

21% more capital invested

Capital invested by funds: $272M → $329M (+$57.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

Holders
111
Holders Change
+22
Holders Change %
+24.72%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
34
Reduced
36
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFT
1
Simmons First Trust
Arkansas
$49.9M -$1.09M -64,410 -2%
BFA
2
BlackRock Fund Advisors
California
$34.9M +$389K +23,038 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$26.8M +$449K +26,636 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$21.2M +$572K +33,868 +3%
BIT
5
BlackRock Institutional Trust
California
$18.9M -$856K -50,736 -5%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$13.8M -$1.88M -111,400 -13%
State Street
7
State Street
Massachusetts
$12.1M -$145K -8,584 -1%
Ameriprise
8
Ameriprise
Minnesota
$11.6M -$450K -26,692 -4%
Northern Trust
9
Northern Trust
Illinois
$9.93M +$83.6K +4,952 +0.9%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$8.69M -$4.01M -237,880 -34%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.22M +$949K +56,208 +15%
JP Morgan Chase
12
JP Morgan Chase
New York
$8.22M +$1.58M +93,610 +27%
Luther King Capital Management (LKCM)
13
Luther King Capital Management (LKCM)
Texas
$7.16M -$242K -14,320 -4%
TAM
14
THB Asset Management
Connecticut
$7.04M +$6.4M +379,012 New
Norges Bank
15
Norges Bank
Norway
$5.65M
MCM
16
Maltese Capital Management
New York
$5.1M -$9.67M -573,000 -68%
AL
17
AJO LP
Pennsylvania
$4.93M +$4.48M +265,600 New
Principal Financial Group
18
Principal Financial Group
Iowa
$3.51M +$192K +11,374 +6%
Allianz Asset Management
19
Allianz Asset Management
Germany
$3.09M +$2.81M +166,440 New
Geode Capital Management
20
Geode Capital Management
Massachusetts
$3.07M +$401K +23,778 +17%
TCIM
21
TIAA CREF Investment Management
New York
$3M +$69.6K +4,124 +3%
HCM
22
Horrell Capital Management
Arkansas
$2.94M +$183K +10,836 +7%
Invesco
23
Invesco
Georgia
$2.61M +$1.23M +73,120 +109%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$2.54M +$1.06M +63,026 +85%
RCAMU
25
Rothschild & Co Asset Management US
Connecticut
$2.47M +$298K +17,686 +15%

SFNC Hedge Fund Activity: Q4 2013 in Review

111 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q4 2013, worth a combined $329M — up 21% from $272M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SFNC positions and 5 closed out — a net gain of 22 holders — while 34 added to existing stakes and 36 trimmed.

The largest buyer was THB Asset Management, opening a new position worth an estimated $6.4M. The largest seller was Maltese Capital Management, cutting an estimated $9.67M.

  • 111 institutional investors held Simmons First National (SFNC) as of Q4 2013, up from 89 in Q3 2013.
  • Funds reported $329M of Simmons First National stock for Q4 2013, up 21% quarter-over-quarter.
  • 27 funds opened new Simmons First National positions in Q4 2013 and 5 closed out, a net change of +22 holders.
  • The largest Simmons First National buyer in Q4 2013 was THB Asset Management, an estimated $6.4M added.
  • The largest Simmons First National seller in Q4 2013 was Maltese Capital Management, an estimated $9.67M sold.

Based on aggregated 13F filings for Q4 2013.