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Simmons First National

193 hedge funds and large institutions have $1.65B invested in Simmons First National in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,679% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $47K

36% more capital invested

Capital invested by funds: $1.21B → $1.65B (+$437M)

0% more funds holding

Funds holding: 193193 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

0.22% less ownership

Funds ownership: 70.22%70% (-0.22%)

9% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 69

Holders
193
Holders Change
Holders Change %
0%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
63
Reduced
69
Closed
23
Calls
$1.31M
Puts
$47K
Net Calls
+$1.26M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$345M -$469K -24,590 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$230M +$3.26M +170,607 +2%
Northern Trust
3
Northern Trust
Illinois
$151M +$91.7M +4,805,732 +219%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$135M +$542K +28,372 +0.5%
State Street
5
State Street
Massachusetts
$93.4M +$1.88M +98,740 +2%
SB
6
Simmons Bank
Arkansas
$65.6M -$96.8M -5,069,509 -63%
LSV Asset Management
7
LSV Asset Management
Illinois
$36M -$960K -50,300 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$35.6M +$1.01M +52,709 +3%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$33.9M -$942K -49,362 -3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$32.1M +$1.16M +60,577 +4%
ICOM
11
Investment Counselors of Maryland
Maryland
$31.6M +$1.43M +74,859 +5%
Luther King Capital Management (LKCM)
12
Luther King Capital Management (LKCM)
Texas
$25.9M -$517K -27,094 -2%
Norges Bank
13
Norges Bank
Norway
$24.6M +$533K +27,908 +3%
Newport Trust Company
14
Newport Trust Company
District of Columbia
$23.2M -$833K -43,630 -4%
Goldman Sachs
15
Goldman Sachs
New York
$19.8M -$2.57M -134,898 -13%
N
16
Nuveen
North Carolina
$19.7M -$1.32M -68,913 -7%
Charles Schwab
17
Charles Schwab
California
$18.3M +$328K +17,162 +2%
Principal Financial Group
18
Principal Financial Group
Iowa
$18M -$1.06M -55,349 -6%
WHG
19
Westwood Holdings Group
Texas
$17.4M +$15.4M +804,805 New
Prudential Financial
20
Prudential Financial
New Jersey
$14.9M -$14.6M -766,390 -53%
GT
21
Glenmede Trust
Pennsylvania
$11.4M -$817K -42,823 -7%
Ameriprise
22
Ameriprise
Minnesota
$10.3M -$849K -44,475 -9%
Morgan Stanley
23
Morgan Stanley
New York
$10.1M +$2.79M +146,049 +46%
First Trust Advisors
24
First Trust Advisors
Illinois
$9.98M +$890K +46,607 +11%
JP Morgan Chase
25
JP Morgan Chase
New York
$9.66M +$4.02M +210,386 +89%

SFNC Hedge Fund Activity: Q4 2020 in Review

193 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q4 2020, worth a combined $1.65B — up 36% from $1.21B a quarter earlier.

Fund positioning in SFNC was balanced in Q4 2020: 23 funds opened new positions, 23 closed out, 63 added to existing stakes and 69 trimmed.

The largest buyer was Northern Trust, adding an estimated $91.7M. The largest seller was Simmons Bank, cutting an estimated $96.8M.

  • 193 institutional investors held Simmons First National (SFNC) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $1.65B of Simmons First National stock for Q4 2020, up 36% quarter-over-quarter.
  • 23 funds opened new Simmons First National positions in Q4 2020 and 23 closed out, a net change of 0 holders.
  • The largest Simmons First National buyer in Q4 2020 was Northern Trust, an estimated $91.7M added.
  • The largest Simmons First National seller in Q4 2020 was Simmons Bank, an estimated $96.8M sold.

Based on aggregated 13F filings for Q4 2020.