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Simmons First National

134 hedge funds and large institutions have $713M invested in Simmons First National in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 37

8% more capital invested

Capital invested by funds: $663M → $713M (+$49.8M)

0% more funds holding

Funds holding: 134134 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

Holders
134
Holders Change
Holders Change %
0%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
59
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$99.1M +$8.01M +333,590 +9%
SB
2
Simmons Bank
Arkansas
$90.5M -$2.19M -91,204 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$89.8M +$2.32M +96,472 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$58.1M +$2.17M +90,346 +4%
BIT
5
BlackRock Institutional Trust
California
$37.7M +$761K +31,662 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$36.1M +$2.26K +94 +0%
State Street
7
State Street
Massachusetts
$32.7M +$374K +15,558 +1%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$26.4M +$135K +5,600 +0.5%
Northern Trust
9
Northern Trust
Illinois
$21.4M +$932K +38,802 +5%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$14.1M -$76.9K -3,200 -0.6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$11.2M +$122K +5,094 +1%
Principal Financial Group
12
Principal Financial Group
Iowa
$10.5M +$461K +19,184 +5%
HAM
13
Hillcrest Asset Management
Texas
$10M +$130K +5,420 +1%
Ameriprise
14
Ameriprise
Minnesota
$8.27M +$156K +6,488 +2%
ICOM
15
Investment Counselors of Maryland
Maryland
$7.79M +$7.5M +312,068 New
Luther King Capital Management (LKCM)
16
Luther King Capital Management (LKCM)
Texas
$6.92M -$172K -7,150 -3%
BIM
17
BlackRock Investment Management
Delaware
$6.67M -$12.1K -504 -0.2%
Renaissance Technologies
18
Renaissance Technologies
New York
$6.47M -$701K -29,200 -10%
Norges Bank
19
Norges Bank
Norway
$6.45M +$432K +18,000 +7%
Charles Schwab
20
Charles Schwab
California
$6.09M +$901K +37,500 +18%
Prudential Financial
21
Prudential Financial
New Jersey
$5.89M -$1.03M -42,900 -15%
Goldman Sachs
22
Goldman Sachs
New York
$5.74M +$131K +5,474 +2%
FIM
23
Foresters Investment Management
New York
$5.51M +$24K +1,000 +0.5%
JP Morgan Chase
24
JP Morgan Chase
New York
$4.62M +$477K +19,848 +12%
SO
25
STRS Ohio
Ohio
$4.49M -$240K -10,000 -5%

SFNC Hedge Fund Activity: Q3 2016 in Review

134 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q3 2016, worth a combined $713M — up 7.5% from $663M a quarter earlier.

Fund positioning in SFNC was balanced in Q3 2016: 12 funds opened new positions, 12 closed out, 59 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $8.01M. The largest seller was VOYA Investment Management, cutting an estimated $4.35M.

  • 134 institutional investors held Simmons First National (SFNC) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $713M of Simmons First National stock for Q3 2016, up 7.5% quarter-over-quarter.
  • 12 funds opened new Simmons First National positions in Q3 2016 and 12 closed out, a net change of 0 holders.
  • The largest Simmons First National buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $8.01M added.
  • The largest Simmons First National seller in Q3 2016 was VOYA Investment Management, an estimated $4.35M sold.

Based on aggregated 13F filings for Q3 2016.