We are live on ! Find out more
SFNC icon

Simmons First National

183 hedge funds and large institutions have $1.59B invested in Simmons First National in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

23% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 56

3% more funds holding

Funds holding: 178183 (+5)

2% more capital invested

Capital invested by funds: $1.55B → $1.59B (+$37.3M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

59.33% less ownership

Funds ownership: 121.44%62.11% (-59%)

Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
4.19%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
22
Increased
69
Reduced
56
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$300M +$3.33M +113,791 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$217M +$7.09M +242,323 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$138M +$4.8M +163,873 +4%
State Street
4
State Street
Massachusetts
$117M +$22.3M +761,988 +23%
SB
5
Simmons Bank
Arkansas
$62M -$197K -6,726 -0.2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$45.6M -$6.64M -226,705 -12%
Northern Trust
7
Northern Trust
Illinois
$39.2M +$2.8M +95,771 +7%
Newport Trust Company
8
Newport Trust Company
District of Columbia
$38.7M -$1.33M -45,463 -3%
Luther King Capital Management (LKCM)
9
Luther King Capital Management (LKCM)
Texas
$38.1M -$353K -12,052 -0.9%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$35.1M -$50.2K -1,714 -0.1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$29.7M +$132K +4,520 +0.4%
ICOM
12
Investment Counselors of Maryland
Maryland
$29.4M +$12.2K +418 +0%
Allianz Asset Management
13
Allianz Asset Management
Germany
$28.4M +$11.7K +400 +0%
KCM
14
Kennedy Capital Management
Missouri
$23.8M +$2.15M +73,460 +10%
TA
15
Teachers Advisors
New York
$22M +$2.63M +89,787 +13%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$20.8M +$460K +15,727 +2%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$20M +$164K +5,600 +0.8%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$18M +$79.5K +2,715 +0.4%
Principal Financial Group
19
Principal Financial Group
Iowa
$17.3M +$389K +13,297 +2%
Goldman Sachs
20
Goldman Sachs
New York
$15.8M +$2.73M +93,166 +20%
MFIMFI
21
Mesirow Financial Investment Management - Fixed Income
Illinois
$14.5M -$4.51M -153,980 -23%
ECA
22
Endeavour Capital Advisors
Connecticut
$14.4M +$8.93M +304,915 +152%
RCAMU
23
Rothschild & Co Asset Management US
Connecticut
$13.5M +$13.9M +475,293 New
TSW
24
Thompson Siegel & Walmsley
Virginia
$12.9M -$1.02M -34,738 -7%
JP Morgan Chase
25
JP Morgan Chase
New York
$12.7M -$2.14M -73,181 -14%

SFNC Hedge Fund Activity: Q1 2018 in Review

183 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q1 2018, worth a combined $1.59B — up 2.4% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SFNC positions and 17 closed out — a net gain of 5 holders — while 69 added to existing stakes and 56 trimmed.

The largest buyer was State Street, adding an estimated $22.3M. The largest seller was Berman Capital Advisors, exiting entirely with an estimated $27.7M sold.

  • 183 institutional investors held Simmons First National (SFNC) as of Q1 2018, up from 178 in Q4 2017.
  • Funds reported $1.59B of Simmons First National stock for Q1 2018, up 2.4% quarter-over-quarter.
  • 22 funds opened new Simmons First National positions in Q1 2018 and 17 closed out, a net change of +5 holders.
  • The largest Simmons First National buyer in Q1 2018 was State Street, an estimated $22.3M added.
  • The largest Simmons First National seller in Q1 2018 was Berman Capital Advisors, an estimated $27.7M sold.

Based on aggregated 13F filings for Q1 2018.