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Simmons First National

201 hedge funds and large institutions have $1.46B invested in Simmons First National in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

28% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 54

2% more funds holding

Funds holding: 197201 (+4)

3% less capital invested

Capital invested by funds: $1.51B → $1.46B (-$45.7M)

1.31% less ownership

Funds ownership: 66.41%65.1% (-1.3%)

Holders
201
Holders Change
+4
Holders Change %
+2.03%
% of All Funds
4.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
69
Reduced
54
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$325M +$10.3M +423,940 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$216M +$5.99M +245,990 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$135M +$5.41M +222,295 +4%
State Street
4
State Street
Massachusetts
$84.3M +$800K +32,894 +0.9%
SB
5
Simmons Bank
Arkansas
$61.4M +$742K +30,487 +1%
Northern Trust
6
Northern Trust
Illinois
$33.1M +$4.02M +165,109 +13%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$31.3M +$185K +7,615 +0.6%
Luther King Capital Management (LKCM)
8
Luther King Capital Management (LKCM)
Texas
$30M -$524K -21,523 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$28.7M +$696K +28,584 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$28.4M +$2M +82,196 +7%
Newport Trust Company
11
Newport Trust Company
District of Columbia
$28.2M -$807K -33,172 -3%
ICOM
12
Investment Counselors of Maryland
Maryland
$25.5M +$272K +11,173 +1%
Prudential Financial
13
Prudential Financial
New Jersey
$21.8M +$3.74M +153,769 +20%
Norges Bank
14
Norges Bank
Norway
$19.9M +$969K +39,840 +5%
Principal Financial Group
15
Principal Financial Group
Iowa
$18.9M +$1.48M +60,788 +8%
Invesco
16
Invesco
Georgia
$17.6M +$1.05M +43,276 +6%
Morgan Stanley
17
Morgan Stanley
New York
$16.5M +$14.9M +612,850 +649%
Charles Schwab
18
Charles Schwab
California
$13.9M +$1.14M +47,013 +9%
Ameriprise
19
Ameriprise
Minnesota
$13.7M +$614K +25,240 +4%
Bank of America
20
Bank of America
North Carolina
$13.3M +$804K +33,044 +6%
Allianz Asset Management
21
Allianz Asset Management
Germany
$12.3M -$304K -12,484 -2%
Goldman Sachs
22
Goldman Sachs
New York
$11.8M -$1.47M -60,561 -11%
AAMU
23
Amundi Asset Management US
Massachusetts
$11.5M +$59.5K +2,447 +4%
RCAMU
24
Rothschild & Co Asset Management US
Connecticut
$11.2M -$14.7M -603,257 -56%
Millennium Management
25
Millennium Management
New York
$10.1M +$9.68M +397,658 +1,050%

SFNC Hedge Fund Activity: Q2 2019 in Review

201 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q2 2019, worth a combined $1.46B — down 3% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SFNC positions and 22 closed out — a net gain of 7 holders — while 69 added to existing stakes and 54 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $22.7M.

  • 201 institutional investors held Simmons First National (SFNC) as of Q2 2019, up from 197 in Q1 2019.
  • Funds reported $1.46B of Simmons First National stock for Q2 2019, down 3% quarter-over-quarter.
  • 29 funds opened new Simmons First National positions in Q2 2019 and 22 closed out, a net change of +7 holders.
  • The largest Simmons First National buyer in Q2 2019 was Morgan Stanley, an estimated $14.9M added.
  • The largest Simmons First National seller in Q2 2019 was T. Rowe Price Associates, an estimated $22.7M sold.

Based on aggregated 13F filings for Q2 2019.