We are live on ! Find out more
SFNC icon

Simmons First National

157 hedge funds and large institutions have $1.15B invested in Simmons First National in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 35

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

18% more capital invested

Capital invested by funds: $981M → $1.15B (+$172M)

10.68% more ownership

Funds ownership: 117.74%128.42% (+11%)

3% more funds holding

Funds holding: 153157 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $220K

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
3.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
73
Reduced
35
Closed
8
Calls
Puts
$220K
Net Calls
-$220K
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$231M +$15.6M +586,258 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$149M +$1.54M +57,862 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$93.4M +$8.06M +302,388 +10%
SB
4
Simmons Bank
Arkansas
$62.6M +$45.1M +1,691,152 +88%
State Street
5
State Street
Massachusetts
$54.1M -$3.63M -136,196 -7%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$51.8M +$3.36M +125,926 +8%
ETC
7
Evercore Trust Company
New York
$41.9M -$1.23M -46,322 -3%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$35.7M +$7.24M +271,742 +28%
Northern Trust
9
Northern Trust
Illinois
$31M +$1.1M +41,440 +4%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$24.2M +$804K +30,140 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$23.6M +$297K +11,152 +1%
MFIMFI
12
Mesirow Financial Investment Management - Fixed Income
Illinois
$21.5M +$19.8M +741,050 New
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$20.1M +$2.19M +82,250 +13%
TSW
14
Thompson Siegel & Walmsley
Virginia
$16.8M -$515K -19,316 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$15.9M +$269K +10,106 +2%
ICOM
16
Investment Counselors of Maryland
Maryland
$15.3M -$328K -12,320 -2%
Principal Financial Group
17
Principal Financial Group
Iowa
$15.1M +$579K +21,728 +4%
Invesco
18
Invesco
Georgia
$11.8M +$7.53M +282,362 +226%
PCM
19
Peregrine Capital Management
Minnesota
$10.5M +$1.24M +46,506 +15%
Ameriprise
20
Ameriprise
Minnesota
$9.98M +$547K +20,500 +6%
Norges Bank
21
Norges Bank
Norway
$9.66M -$1.01M -37,888 -10%
Goldman Sachs
22
Goldman Sachs
New York
$9.63M +$2.67M +100,172 +43%
Bank of America
23
Bank of America
North Carolina
$9.13M +$1.53M +57,440 +22%
Charles Schwab
24
Charles Schwab
California
$8.58M +$415K +15,564 +6%
Luther King Capital Management (LKCM)
25
Luther King Capital Management (LKCM)
Texas
$8.5M +$480K +18,000 +7%

SFNC Hedge Fund Activity: Q3 2017 in Review

157 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q3 2017, worth a combined $1.15B — up 18% from $981M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SFNC positions and 8 closed out — a net gain of 6 holders — while 73 added to existing stakes and 35 trimmed.

The largest buyer was Simmons Bank, adding an estimated $45.1M. The largest seller was State Street, cutting an estimated $3.63M.

  • 157 institutional investors held Simmons First National (SFNC) as of Q3 2017, up from 153 in Q2 2017.
  • Funds reported $1.15B of Simmons First National stock for Q3 2017, up 18% quarter-over-quarter.
  • 14 funds opened new Simmons First National positions in Q3 2017 and 8 closed out, a net change of +6 holders.
  • The largest Simmons First National buyer in Q3 2017 was Simmons Bank, an estimated $45.1M added.
  • The largest Simmons First National seller in Q3 2017 was State Street, an estimated $3.63M sold.

Based on aggregated 13F filings for Q3 2017.