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Simmons First National

196 hedge funds and large institutions have $1.76B invested in Simmons First National in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

54% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 50

10% more capital invested

Capital invested by funds: $1.59B → $1.76B (+$165M)

7% more funds holding

Funds holding: 183196 (+13)

2.82% more ownership

Funds ownership: 62.11%64.93% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
196
Holders Change
+13
Holders Change %
+7.1%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
77
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$345M +$29.9M +979,883 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$237M +$9.28M +304,187 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$152M +$6.98M +228,737 +5%
State Street
4
State Street
Massachusetts
$112M -$11.9M -388,378 -9%
SB
5
Simmons Bank
Arkansas
$65.3M -$1.23M -40,270 -1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$47.8M -$129K -4,240 -0.3%
Northern Trust
7
Northern Trust
Illinois
$41.3M +$135K +4,433 +0.3%
Newport Trust Company
8
Newport Trust Company
District of Columbia
$39.7M -$901K -29,518 -2%
Luther King Capital Management (LKCM)
9
Luther King Capital Management (LKCM)
Texas
$38.3M -$1.76M -57,727 -4%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$36.2M -$661K -21,653 -2%
RCAMU
11
Rothschild & Co Asset Management US
Connecticut
$32.5M +$18.6M +610,825 +129%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$31.6M +$373K +12,231 +1%
ICOM
13
Investment Counselors of Maryland
Maryland
$30.9M -$22.5K -736 -0.1%
Allianz Asset Management
14
Allianz Asset Management
Germany
$28.3M -$1.56M -51,182 -5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$25.1M +$3.3M +108,006 +15%
KCM
16
Kennedy Capital Management
Missouri
$25M +$9.98K +327 +0%
TA
17
Teachers Advisors
New York
$23.6M +$479K +15,702 +2%
Goldman Sachs
18
Goldman Sachs
New York
$22.2M +$5.65M +185,175 +33%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$20.1M -$923K -30,261 -4%
Bank of America
20
Bank of America
North Carolina
$18.6M +$9.39M +307,869 +98%
Principal Financial Group
21
Principal Financial Group
Iowa
$18.5M +$325K +10,647 +2%
Norges Bank
22
Norges Bank
Norway
$17.1M +$7.21M +236,339 +71%
MFIMFI
23
Mesirow Financial Investment Management - Fixed Income
Illinois
$15.5M +$311K +10,205 +2%
Invesco
24
Invesco
Georgia
$14M +$948K +31,065 +7%
Ameriprise
25
Ameriprise
Minnesota
$13.5M +$984K +32,261 +8%

SFNC Hedge Fund Activity: Q2 2018 in Review

196 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q2 2018, worth a combined $1.76B — up 10% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SFNC positions and 8 closed out — a net gain of 16 holders — while 77 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $29.9M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $18M sold.

  • 196 institutional investors held Simmons First National (SFNC) as of Q2 2018, up from 183 in Q1 2018.
  • Funds reported $1.76B of Simmons First National stock for Q2 2018, up 10% quarter-over-quarter.
  • 24 funds opened new Simmons First National positions in Q2 2018 and 8 closed out, a net change of +16 holders.
  • The largest Simmons First National buyer in Q2 2018 was BlackRock, an estimated $29.9M added.
  • The largest Simmons First National seller in Q2 2018 was Schroder Investment Management Group, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2018.