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Simmons First National

212 hedge funds and large institutions have $1.58B invested in Simmons First National in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 52

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more capital invested

Capital invested by funds: $1.46B → $1.58B (+$122M)

5% more funds holding

Funds holding: 201212 (+11)

1.32% more ownership

Funds ownership: 65.1%66.43% (+1.3%)

Holders
212
Holders Change
+11
Holders Change %
+5.47%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
32
Increased
85
Reduced
52
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$355M +$6.9M +281,765 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$237M +$6.49M +264,947 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$146M +$1.25M +51,045 +0.9%
State Street
4
State Street
Massachusetts
$83.6M -$6.49M -264,999 -7%
SB
5
Simmons Bank
Arkansas
$62.6M -$3.04M -123,989 -5%
Northern Trust
6
Northern Trust
Illinois
$44.7M +$9.18M +374,943 +26%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$35.2M +$1.64M +66,860 +5%
Luther King Capital Management (LKCM)
8
Luther King Capital Management (LKCM)
Texas
$31.7M -$335K -13,700 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$31.2M +$825K +33,705 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$30.3M -$432K -17,648 -1%
Prudential Financial
11
Prudential Financial
New Jersey
$29.1M +$5.67M +231,540 +25%
Newport Trust Company
12
Newport Trust Company
District of Columbia
$28.6M -$1.57M -63,971 -5%
ICOM
13
Investment Counselors of Maryland
Maryland
$27.3M -$65.3K -2,666 -0.2%
Norges Bank
14
Norges Bank
Norway
$21.3M
Principal Financial Group
15
Principal Financial Group
Iowa
$20.4M +$165K +6,724 +0.8%
Charles Schwab
16
Charles Schwab
California
$16M +$1.15M +46,922 +8%
N
17
Nuveen
North Carolina
$16M +$7.08M +289,205 +82%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$15.6M +$10.3M +420,752 +205%
Goldman Sachs
19
Goldman Sachs
New York
$15.1M +$2.36M +96,459 +19%
Morgan Stanley
20
Morgan Stanley
New York
$14.6M -$2.95M -120,429 -17%
Bank of America
21
Bank of America
North Carolina
$14.5M +$298K +12,169 +2%
Ameriprise
22
Ameriprise
Minnesota
$14.5M -$214K -8,737 -1%
RCAMU
23
Rothschild & Co Asset Management US
Connecticut
$12M +$4.7K +192 +0%
Allianz Asset Management
24
Allianz Asset Management
Germany
$11.7M -$1.43M -58,283 -11%
FIM
25
Foresters Investment Management
New York
$11.2M +$495K +20,200 +5%

SFNC Hedge Fund Activity: Q3 2019 in Review

212 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q3 2019, worth a combined $1.58B — up 8.4% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SFNC positions and 21 closed out — a net gain of 11 holders — while 85 added to existing stakes and 52 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $13.5M. The largest seller was Invesco, cutting an estimated $13.9M.

  • 212 institutional investors held Simmons First National (SFNC) as of Q3 2019, up from 201 in Q2 2019.
  • Funds reported $1.58B of Simmons First National stock for Q3 2019, up 8.4% quarter-over-quarter.
  • 32 funds opened new Simmons First National positions in Q3 2019 and 21 closed out, a net change of +11 holders.
  • The largest Simmons First National buyer in Q3 2019 was Glenmede Trust, an estimated $13.5M added.
  • The largest Simmons First National seller in Q3 2019 was Invesco, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2019.