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Simmons First National

136 hedge funds and large institutions have $626M invested in Simmons First National in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 147136 (-11)

11% less capital invested

Capital invested by funds: $702M → $626M (-$75.5M)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
136
Holders Change
-11
Holders Change %
-7.48%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
49
Reduced
38
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
1
Simmons Bank
Arkansas
$85.1M +$83.4M +3,776,986 New
BFA
2
BlackRock Fund Advisors
California
$80.2M -$139K -6,294 -0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$75.1M +$5.51M +249,456 +8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$47.7M +$3.58M +162,222 +8%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$34.3M +$5.81M +263,036 +21%
BIT
6
BlackRock Institutional Trust
California
$33.4M +$677K +30,660 +2%
State Street
7
State Street
Massachusetts
$30.3M -$2.17M -98,492 -7%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$24.5M -$16.3K -740 -0.1%
Northern Trust
9
Northern Trust
Illinois
$18.2M +$194K +8,806 +1%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$17.2M +$10.4M +469,804 +160%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$10.9M
HAM
12
Hillcrest Asset Management
Texas
$8.94M +$8.76M +396,740 New
Principal Financial Group
13
Principal Financial Group
Iowa
$8.81M +$161K +7,292 +2%
Ameriprise
14
Ameriprise
Minnesota
$7.34M -$5.44M -246,424 -43%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$7.33M +$108K +4,900 +2%
Renaissance Technologies
16
Renaissance Technologies
New York
$7.08M +$861K +39,000 +14%
TCIM
17
TIAA CREF Investment Management
New York
$5.72M -$361K -16,352 -6%
Norges Bank
18
Norges Bank
Norway
$5.69M
BIM
19
BlackRock Investment Management
Delaware
$5.65M +$130K +5,904 +2%
Goldman Sachs
20
Goldman Sachs
New York
$4.86M +$1.92M +86,894 +68%
Prudential Financial
21
Prudential Financial
New Jersey
$4.82M +$854K +38,660 +22%
FIM
22
Foresters Investment Management
New York
$4.35M +$22.1K +1,000 +0.5%
SO
23
STRS Ohio
Ohio
$4.28M +$662K +30,000 +19%
Charles Schwab
24
Charles Schwab
California
$4.21M +$197K +8,932 +5%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.92M -$940K -42,590 -20%

SFNC Hedge Fund Activity: Q1 2016 in Review

136 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q1 2016, worth a combined $626M — down 11% from $702M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SFNC and 16 opened new positions — a net loss of 10 holders — while 38 trimmed existing stakes and 49 added.

The largest buyer was VOYA Investment Management, adding an estimated $10.4M. The largest seller was Ameriprise, cutting an estimated $5.44M.

  • 136 institutional investors held Simmons First National (SFNC) as of Q1 2016, down from 147 in Q4 2015.
  • Funds reported $626M of Simmons First National stock for Q1 2016, down 11% quarter-over-quarter.
  • 16 funds opened new Simmons First National positions in Q1 2016 and 26 closed out, a net change of -10 holders.
  • The largest Simmons First National buyer in Q1 2016 was VOYA Investment Management, an estimated $10.4M added.
  • The largest Simmons First National seller in Q1 2016 was Ameriprise, an estimated $5.44M sold.

Based on aggregated 13F filings for Q1 2016.