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Simmons First National

156 hedge funds and large institutions have $1.03B invested in Simmons First National in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 40

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

18.11% more ownership

Funds ownership: 101.5%119.61% (+18%)

5% more capital invested

Capital invested by funds: $987M → $1.03B (+$47.5M)

1% more funds holding

Funds holding: 155156 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
156
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
3.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
61
Reduced
40
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$202M +$215M +7,304,692 +49,773%
Vanguard Group
2
Vanguard Group
Pennsylvania
$138M +$8.14M +276,798 +6%
SB
3
Simmons Bank
Arkansas
$95.9M +$45.9M +1,560,432 +81%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$72.1M +$5.5M +187,004 +8%
State Street
5
State Street
Massachusetts
$54.8M +$15.1M +512,694 +35%
ETC
6
Evercore Trust Company
New York
$43.7M +$46.6M +1,583,266 New
Northern Trust
7
Northern Trust
Illinois
$27.5M +$453K +15,414 +2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$24.2M -$3.55M -120,660 -12%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$22.8M -$20.2M -686,402 -45%
TSW
10
Thompson Siegel & Walmsley
Virginia
$18.6M +$19.8M +673,256 New
VOYA Investment Management
11
VOYA Investment Management
Georgia
$18.2M +$295K +10,026 +2%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$17.1M +$1.03M +35,078 +6%
ICOM
13
Investment Counselors of Maryland
Maryland
$14.2M
Geode Capital Management
14
Geode Capital Management
Massachusetts
$14.1M +$1.23M +41,812 +9%
Principal Financial Group
15
Principal Financial Group
Iowa
$13M +$261K +8,886 +2%
Norges Bank
16
Norges Bank
Norway
$12.8M +$5.71M +194,248 +72%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$12.7M +$12.6M +427,082 +1,333%
HAM
18
Hillcrest Asset Management
Texas
$12.2M +$952K +32,378 +8%
Invesco
19
Invesco
Georgia
$9.94M +$7.49M +254,650 +241%
Millennium Management
20
Millennium Management
New York
$9.48M +$5.04M +171,182 +99%
Goldman Sachs
21
Goldman Sachs
New York
$9.34M -$1.1M -37,448 -10%
Ameriprise
22
Ameriprise
Minnesota
$9M -$471K -16,024 -5%
PCM
23
Peregrine Capital Management
Minnesota
$8.37M -$145K -4,920 -2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$7.77M +$1.91M +64,818 +30%
Bank of America
25
Bank of America
North Carolina
$7.62M +$3.9M +132,588 +92%

SFNC Hedge Fund Activity: Q1 2017 in Review

156 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q1 2017, worth a combined $1.03B — up 4.8% from $987M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SFNC positions and 15 closed out — a net gain of 6 holders — while 61 added to existing stakes and 40 trimmed.

The largest buyer was BlackRock, adding an estimated $215M. The largest seller was Bank of New York Mellon, cutting an estimated $20.2M.

  • 156 institutional investors held Simmons First National (SFNC) as of Q1 2017, up from 155 in Q4 2016.
  • Funds reported $1.03B of Simmons First National stock for Q1 2017, up 4.8% quarter-over-quarter.
  • 21 funds opened new Simmons First National positions in Q1 2017 and 15 closed out, a net change of +6 holders.
  • The largest Simmons First National buyer in Q1 2017 was BlackRock, an estimated $215M added.
  • The largest Simmons First National seller in Q1 2017 was Bank of New York Mellon, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2017.