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Simmons First National

185 hedge funds and large institutions have $1.45B invested in Simmons First National in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

2.55% less ownership

Funds ownership: 71.76%69.21% (-2.5%)

10% less funds holding

Funds holding: 206185 (-21)

34% less capital invested

Capital invested by funds: $2.19B → $1.45B (-$741M)

46% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 39

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
185
Holders Change
-21
Holders Change %
-10.19%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
21
Increased
63
Reduced
65
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$303M +$6.33M +278,589 +2%
SB
2
Simmons Bank
Arkansas
$232M +$226M +9,936,594 +368%
Vanguard Group
3
Vanguard Group
Pennsylvania
$213M +$9.78M +430,623 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$109M +$673K +29,611 +0.5%
State Street
5
State Street
Massachusetts
$77.4M +$8.36M +367,801 +10%
Newport Trust Company
6
Newport Trust Company
District of Columbia
$41.3M -$352K -15,497 -0.7%
Northern Trust
7
Northern Trust
Illinois
$39.3M +$497K +21,853 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$28.9M +$2.19M +96,410 +7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$27M -$630K -27,711 -2%
Luther King Capital Management (LKCM)
10
Luther King Capital Management (LKCM)
Texas
$23.1M +$54K +2,376 +0.2%
GT
11
Glenmede Trust
Pennsylvania
$22.6M
ICOM
12
Investment Counselors of Maryland
Maryland
$21.7M +$1.53M +67,267 +6%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$20M -$10.3M -452,732 -29%
Prudential Financial
14
Prudential Financial
New Jersey
$19.7M -$6.84M -300,877 -22%
Norges Bank
15
Norges Bank
Norway
$17.3M +$1.48M +65,102 +7%
Principal Financial Group
16
Principal Financial Group
Iowa
$16.6M -$962K -42,353 -4%
N
17
Nuveen
North Carolina
$16.4M +$6.16M +270,980 +44%
Goldman Sachs
18
Goldman Sachs
New York
$15.2M +$4.67M +205,603 +33%
Charles Schwab
19
Charles Schwab
California
$14.6M +$817K +35,969 +5%
Bank of America
20
Bank of America
North Carolina
$11.1M -$837K -36,850 -6%
Ameriprise
21
Ameriprise
Minnesota
$10.7M -$359K -15,800 -3%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$6.97M +$394K +17,347 +5%
Allianz Asset Management
23
Allianz Asset Management
Germany
$6.76M -$1.78M -78,377 -18%
Morgan Stanley
24
Morgan Stanley
New York
$6.23M -$5.04M -221,758 -40%
Legal & General Group
25
Legal & General Group
United Kingdom
$6.04M +$324K +14,253 +5%

SFNC Hedge Fund Activity: Q1 2020 in Review

185 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q1 2020, worth a combined $1.45B — down 34% from $2.19B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of SFNC and 21 opened new positions — a net loss of 18 holders — while 65 trimmed existing stakes and 63 added.

The largest buyer was Simmons Bank, adding an estimated $226M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $16.1M sold.

  • 185 institutional investors held Simmons First National (SFNC) as of Q1 2020, down from 206 in Q4 2019.
  • Funds reported $1.45B of Simmons First National stock for Q1 2020, down 34% quarter-over-quarter.
  • 21 funds opened new Simmons First National positions in Q1 2020 and 39 closed out, a net change of -18 holders.
  • The largest Simmons First National buyer in Q1 2020 was Simmons Bank, an estimated $226M added.
  • The largest Simmons First National seller in Q1 2020 was Arrowstreet Capital, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2020.