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Simmons First National

178 hedge funds and large institutions have $1.55B invested in Simmons First National in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

190% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 31

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

35% more capital invested

Capital invested by funds: $1.15B → $1.55B (+$401M)

13% more funds holding

Funds holding: 157178 (+21)

6.98% less ownership

Funds ownership: 128.42%121.44% (-7%)

Holders
178
Holders Change
+21
Holders Change %
+13.38%
% of All Funds
4.04%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
36
Increased
90
Reduced
31
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$298M +$70.5M +2,453,888 +31%
Vanguard Group
2
Vanguard Group
Pennsylvania
$211M +$64.3M +2,238,366 +43%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$133M +$41.6M +1,447,884 +45%
State Street
4
State Street
Massachusetts
$96.1M +$43M +1,497,494 +80%
SB
5
Simmons Bank
Arkansas
$61.5M -$1.42M -49,544 -1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$52.3M +$1.16M +40,380 +2%
Newport Trust Company
7
Newport Trust Company
District of Columbia
$40.1M +$40.3M +1,404,228 New
Luther King Capital Management (LKCM)
8
Luther King Capital Management (LKCM)
Texas
$38.6M +$30.4M +1,058,250 +361%
Northern Trust
9
Northern Trust
Illinois
$36.6M +$6M +208,854 +19%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$35.3M +$42K +1,462 +0.1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$29.7M +$6.46M +225,088 +28%
ICOM
12
Investment Counselors of Maryland
Maryland
$29.5M +$14.5M +505,106 +96%
Allianz Asset Management
13
Allianz Asset Management
Germany
$28.4M +$28.6M +996,400 New
BCA
14
Berman Capital Advisors
Georgia
$27.7M +$27.9M +971,282 New
KCM
15
Kennedy Capital Management
Missouri
$21.8M +$16.2M +562,520 +282%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$20.4M +$4.82M +167,814 +31%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$19.9M -$3.98M -138,668 -17%
TA
18
Teachers Advisors
New York
$19.5M +$16.5M +575,050 +529%
MFIMFI
19
Mesirow Financial Investment Management - Fixed Income
Illinois
$18.9M -$2.23M -77,728 -10%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$18M -$1.74M -60,492 -9%
Principal Financial Group
21
Principal Financial Group
Iowa
$17M +$2.19M +76,172 +15%
JP Morgan Chase
22
JP Morgan Chase
New York
$14.9M +$12.3M +427,104 +458%
TSW
23
Thompson Siegel & Walmsley
Virginia
$14M -$2.65M -92,150 -16%
Goldman Sachs
24
Goldman Sachs
New York
$13.2M +$3.75M +130,480 +39%
Ameriprise
25
Ameriprise
Minnesota
$11.6M +$1.82M +63,304 +18%

SFNC Hedge Fund Activity: Q4 2017 in Review

178 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q4 2017, worth a combined $1.55B — up 35% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SFNC positions and 14 closed out — a net gain of 22 holders — while 90 added to existing stakes and 31 trimmed.

The largest buyer was BlackRock, adding an estimated $70.5M. The largest seller was Invesco, cutting an estimated $7.67M.

  • 178 institutional investors held Simmons First National (SFNC) as of Q4 2017, up from 157 in Q3 2017.
  • Funds reported $1.55B of Simmons First National stock for Q4 2017, up 35% quarter-over-quarter.
  • 36 funds opened new Simmons First National positions in Q4 2017 and 14 closed out, a net change of +22 holders.
  • The largest Simmons First National buyer in Q4 2017 was BlackRock, an estimated $70.5M added.
  • The largest Simmons First National seller in Q4 2017 was Invesco, an estimated $7.67M sold.

Based on aggregated 13F filings for Q4 2017.