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Simmons First National

200 hedge funds and large institutions have $1.33B invested in Simmons First National in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

32% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 57

8% more funds holding

Funds holding: 185200 (+15)

1.94% more ownership

Funds ownership: 69.21%71.15% (+1.9%)

9% less capital invested

Capital invested by funds: $1.45B → $1.33B (-$123M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
200
Holders Change
+15
Holders Change %
+8.11%
% of All Funds
4.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
75
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$275M -$7.02M -409,893 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$183M -$15.1M -882,652 -8%
SB
3
Simmons Bank
Arkansas
$150M -$65.8M -3,843,009 -30%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$105M +$4.38M +255,597 +4%
State Street
5
State Street
Massachusetts
$78.8M +$6.72M +392,130 +9%
Northern Trust
6
Northern Trust
Illinois
$38.4M +$1.88M +109,530 +5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$27.7M +$831K +48,526 +3%
Prudential Financial
8
Prudential Financial
New Jersey
$25.3M +$7.07M +412,911 +39%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$25.2M +$10.7K +627 +0%
Luther King Capital Management (LKCM)
10
Luther King Capital Management (LKCM)
Texas
$21.3M -$226K -13,191 -1%
ICOM
11
Investment Counselors of Maryland
Maryland
$21.3M +$1.08M +62,783 +5%
Newport Trust Company
12
Newport Trust Company
District of Columbia
$19.7M -$18.7M -1,093,734 -49%
Norges Bank
13
Norges Bank
Norway
$18.8M +$2.72M +158,807 +17%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$18.1M -$524K -30,559 -3%
N
15
Nuveen
North Carolina
$17.9M +$2.72M +158,806 +18%
LSV Asset Management
16
LSV Asset Management
Illinois
$17M +$11.9M +693,508 +230%
Principal Financial Group
17
Principal Financial Group
Iowa
$15.1M -$287K -16,763 -2%
Charles Schwab
18
Charles Schwab
California
$14.3M +$751K +43,858 +6%
CFB
19
Cullen/Frost Bankers
Texas
$13.6M +$13.7M +797,127 New
Goldman Sachs
20
Goldman Sachs
New York
$12.8M -$1.31M -76,492 -9%
GT
21
Glenmede Trust
Pennsylvania
$11.3M -$3.11M -181,697 -22%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$9.63M +$9.65M +563,063 New
Ameriprise
23
Ameriprise
Minnesota
$9.12M -$852K -49,706 -9%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$8.55M +$5.72M +333,629 +180%
Bank of America
25
Bank of America
North Carolina
$8.04M -$2.25M -131,350 -22%

SFNC Hedge Fund Activity: Q2 2020 in Review

200 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q2 2020, worth a combined $1.33B — down 8.5% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SFNC positions and 17 closed out — a net gain of 16 holders — while 75 added to existing stakes and 57 trimmed.

The largest buyer was Cullen/Frost Bankers, opening a new position worth an estimated $13.7M. The largest seller was Simmons Bank, cutting an estimated $65.8M.

  • 200 institutional investors held Simmons First National (SFNC) as of Q2 2020, up from 185 in Q1 2020.
  • Funds reported $1.33B of Simmons First National stock for Q2 2020, down 8.5% quarter-over-quarter.
  • 33 funds opened new Simmons First National positions in Q2 2020 and 17 closed out, a net change of +16 holders.
  • The largest Simmons First National buyer in Q2 2020 was Cullen/Frost Bankers, an estimated $13.7M added.
  • The largest Simmons First National seller in Q2 2020 was Simmons Bank, an estimated $65.8M sold.

Based on aggregated 13F filings for Q2 2020.