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Simmons First National

121 hedge funds and large institutions have $323M invested in Simmons First National in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

9% more funds holding

Funds holding: 111121 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $329M → $323M (-$6.49M)

28% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 50

Holders
121
Holders Change
+10
Holders Change %
+9.01%
% of All Funds
3.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
36
Reduced
50
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFT
1
Simmons First Trust
Arkansas
$47.3M -$2.7M -149,738 -6%
BFA
2
BlackRock Fund Advisors
California
$35.2M +$240K +13,336 +0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$27M +$120K +6,656 +0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$22.2M +$963K +53,506 +5%
BIT
5
BlackRock Institutional Trust
California
$19M +$82.8K +4,602 +0.5%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$13.9M +$43.2K +2,400 +0.3%
Ameriprise
7
Ameriprise
Minnesota
$12.1M +$429K +23,848 +4%
State Street
8
State Street
Massachusetts
$11.9M -$256K -14,240 -2%
Northern Trust
9
Northern Trust
Illinois
$9.26M -$671K -37,306 -7%
TAM
10
THB Asset Management
Connecticut
$8.16M +$1.07M +59,186 +16%
JP Morgan Chase
11
JP Morgan Chase
New York
$8.15M -$94K -5,222 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$7.92M -$318K -17,664 -4%
Luther King Capital Management (LKCM)
13
Luther King Capital Management (LKCM)
Texas
$6.98M -$202K -11,200 -3%
Norges Bank
14
Norges Bank
Norway
$5.67M
MCM
15
Maltese Capital Management
New York
$5M -$115K -6,400 -2%
AL
16
AJO LP
Pennsylvania
$4.66M -$277K -15,400 -6%
Principal Financial Group
17
Principal Financial Group
Iowa
$3.67M +$144K +8,012 +4%
Invesco
18
Invesco
Georgia
$3.31M +$667K +37,044 +26%
Allianz Asset Management
19
Allianz Asset Management
Germany
$3.27M +$160K +8,882 +5%
HCM
20
Horrell Capital Management
Arkansas
$3.06M +$114K +6,350 +4%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$3.05M -$29.6K -1,642 -1%
TCIM
22
TIAA CREF Investment Management
New York
$2.86M -$151K -8,394 -5%
BIM
23
BlackRock Investment Management
Delaware
$2.45M +$38.7K +2,148 +2%
Prudential Financial
24
Prudential Financial
New Jersey
$2.42M +$112K +6,200 +5%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$2.37M -$202K -11,200 -8%

SFNC Hedge Fund Activity: Q1 2014 in Review

121 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q1 2014, worth a combined $323M — down 2% from $329M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SFNC positions and 6 closed out — a net gain of 11 holders — while 36 added to existing stakes and 50 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.23M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $7.85M.

  • 121 institutional investors held Simmons First National (SFNC) as of Q1 2014, up from 111 in Q4 2013.
  • Funds reported $323M of Simmons First National stock for Q1 2014, down 2% quarter-over-quarter.
  • 17 funds opened new Simmons First National positions in Q1 2014 and 6 closed out, a net change of +11 holders.
  • The largest Simmons First National buyer in Q1 2014 was Guggenheim Capital, an estimated $1.23M added.
  • The largest Simmons First National seller in Q1 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $7.85M sold.

Based on aggregated 13F filings for Q1 2014.