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Simmons First National

125 hedge funds and large institutions have $352M invested in Simmons First National in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $323M → $352M (+$28.8M)

3% more funds holding

Funds holding: 121125 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

35% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 54

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
35
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFT
1
Simmons First Trust
Arkansas
$50.7M +$776K +39,932 +2%
BFA
2
BlackRock Fund Advisors
California
$34.6M -$2.62M -134,918 -7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$29M +$472K +24,296 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$24.1M +$607K +31,232 +3%
BIT
5
BlackRock Institutional Trust
California
$19.9M -$173K -8,914 -0.9%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$14.3M -$381K -19,600 -3%
State Street
7
State Street
Massachusetts
$12.6M -$15.1K -776 -0.1%
Norges Bank
8
Norges Bank
Norway
$12M +$5.91M +304,308 +100%
Ameriprise
9
Ameriprise
Minnesota
$10.8M -$1.96M -100,596 -16%
TAM
10
THB Asset Management
Connecticut
$10.2M +$1.56M +80,432 +18%
Northern Trust
11
Northern Trust
Illinois
$8.88M -$900K -46,288 -9%
JP Morgan Chase
12
JP Morgan Chase
New York
$8.75M +$138K +7,082 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.81M -$553K -28,440 -7%
Luther King Capital Management (LKCM)
14
Luther King Capital Management (LKCM)
Texas
$7.13M -$243K -12,508 -3%
EAM
15
Eagle Asset Management
Florida
$5.76M +$5.69M +292,680 New
Wellington Management Group
16
Wellington Management Group
Massachusetts
$5.12M +$5.05M +260,076 New
Principal Financial Group
17
Principal Financial Group
Iowa
$3.91M +$29.1K +1,496 +0.8%
MCM
18
Maltese Capital Management
New York
$3.78M -$1.48M -76,200 -28%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$3.72M +$496K +25,532 +16%
Invesco
20
Invesco
Georgia
$3.67M +$178K +9,168 +5%
Allianz Asset Management
21
Allianz Asset Management
Germany
$3.13M -$322K -16,580 -9%
HCM
22
Horrell Capital Management
Arkansas
$3.11M -$125K -6,420 -4%
TCIM
23
TIAA CREF Investment Management
New York
$2.99M -$27.6K -1,418 -0.9%
Deutsche Bank
24
Deutsche Bank
Germany
$2.69M +$2.15M +110,390 +424%
Prudential Financial
25
Prudential Financial
New Jersey
$2.48M -$79.1K -4,070 -3%

SFNC Hedge Fund Activity: Q2 2014 in Review

125 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q2 2014, worth a combined $352M — up 8.9% from $323M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SFNC positions and 10 closed out — a net gain of 4 holders — while 35 added to existing stakes and 54 trimmed.

The largest buyer was Norges Bank, adding an estimated $5.91M. The largest seller was AJO LP, exiting entirely with an estimated $4.66M sold.

  • 125 institutional investors held Simmons First National (SFNC) as of Q2 2014, up from 121 in Q1 2014.
  • Funds reported $352M of Simmons First National stock for Q2 2014, up 8.9% quarter-over-quarter.
  • 14 funds opened new Simmons First National positions in Q2 2014 and 10 closed out, a net change of +4 holders.
  • The largest Simmons First National buyer in Q2 2014 was Norges Bank, an estimated $5.91M added.
  • The largest Simmons First National seller in Q2 2014 was AJO LP, an estimated $4.66M sold.

Based on aggregated 13F filings for Q2 2014.