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Simmons First National

137 hedge funds and large institutions have $538M invested in Simmons First National in 2015 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

158% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 24

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

26% more capital invested

Capital invested by funds: $428M → $538M (+$110M)

17% more funds holding

Funds holding: 117137 (+20)

Holders
137
Holders Change
+20
Holders Change %
+17.09%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
27
Increased
62
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFT
1
Simmons First Trust
Arkansas
$67M +$7.39M +332,418 +13%
BFA
2
BlackRock Fund Advisors
California
$56.9M +$3.92M +176,374 +8%
State Street
3
State Street
Massachusetts
$46.9M +$29.1M +1,310,548 +188%
Vanguard Group
4
Vanguard Group
Pennsylvania
$41.7M +$8.93M +402,088 +29%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$36.3M +$763K +34,330 +2%
BIT
6
BlackRock Institutional Trust
California
$26M +$747K +33,626 +3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$24.9M +$13M +585,600 +122%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$21.7M +$570K +25,672 +3%
Ameriprise
9
Ameriprise
Minnesota
$15.5M -$2.06M -92,546 -12%
Northern Trust
10
Northern Trust
Illinois
$14.2M +$3.79M +170,596 +39%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$12.9M +$204K +9,200 +2%
JP Morgan Chase
12
JP Morgan Chase
New York
$11.1M +$558K +25,112 +6%
SBH
13
Segall Bryant & Hamill
Illinois
$8.74M +$150K +6,772 +2%
Luther King Capital Management (LKCM)
14
Luther King Capital Management (LKCM)
Texas
$7.8M -$28.9K -1,300 -0.4%
HAM
15
Hillcrest Asset Management
Texas
$7.49M
TCIM
16
TIAA CREF Investment Management
New York
$6.76M +$3.28M +147,466 +104%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$6.52M +$1.36M +61,084 +28%
PI
18
Putnam Investments
Massachusetts
$5.57M -$1.07M -48,088 -17%
Norges Bank
19
Norges Bank
Norway
$5.45M
BIM
20
BlackRock Investment Management
Delaware
$5.33M +$1.36M +61,132 +37%
Renaissance Technologies
21
Renaissance Technologies
New York
$5.2M +$2.44M +110,006 +98%
Principal Financial Group
22
Principal Financial Group
Iowa
$4.63M +$126K +5,654 +3%
FIM
23
Foresters Investment Management
New York
$4.39M +$88.9K +4,000 +2%
Prudential Financial
24
Prudential Financial
New Jersey
$3.45M +$393K +17,700 +14%
TCOTO
25
Trust Company of the Ozarks
Missouri
$3.31M +$3.16M +142,000 New

SFNC Hedge Fund Activity: Q2 2015 in Review

137 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q2 2015, worth a combined $538M — up 26% from $428M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SFNC positions and 7 closed out — a net gain of 20 holders — while 62 added to existing stakes and 24 trimmed.

The largest buyer was State Street, adding an estimated $29.1M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $5.09M sold.

  • 137 institutional investors held Simmons First National (SFNC) as of Q2 2015, up from 117 in Q1 2015.
  • Funds reported $538M of Simmons First National stock for Q2 2015, up 26% quarter-over-quarter.
  • 27 funds opened new Simmons First National positions in Q2 2015 and 7 closed out, a net change of +20 holders.
  • The largest Simmons First National buyer in Q2 2015 was State Street, an estimated $29.1M added.
  • The largest Simmons First National seller in Q2 2015 was Eagle Asset Management, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2015.