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Simmons First National

194 hedge funds and large institutions have $2.36B invested in Simmons First National in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $1.69M | Put options by funds: $1.04M

0.64% more ownership

Funds ownership: 73.64%74.28% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $2.36B → $2.36B (-$380K)

8% less funds holding

Funds holding: 210194 (-16)

11% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 73

56% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 27

Holders
194
Holders Change
-16
Holders Change %
-7.62%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
65
Reduced
73
Closed
27
Calls
$1.69M
Puts
$1.04M
Net Calls
+$657K
Net Calls Change
-$773K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$468M +$220K +7,384 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$342M +$8.25M +276,195 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$186M +$1.9M +63,741 +1%
Northern Trust
4
Northern Trust
Illinois
$180M -$4.4M -147,495 -2%
State Street
5
State Street
Massachusetts
$163M +$10.3M +345,448 +7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$92.7M +$48.6M +1,626,562 +106%
SB
7
Simmons Bank
Arkansas
$75.5M -$8.86M -296,645 -10%
WHG
8
Westwood Holdings Group
Texas
$66.9M +$7.13M +238,602 +12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$55.5M +$2.53M +84,690 +5%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$51.3M -$979K -32,785 -2%
ICOM
11
Investment Counselors of Maryland
Maryland
$48.2M +$3.87M +129,538 +9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$41.4M -$625K -20,926 -1%
LSV Asset Management
13
LSV Asset Management
Illinois
$38.4M -$5.61M -188,000 -13%
JP Morgan Chase
14
JP Morgan Chase
New York
$33.9M +$1.3M +43,620 +4%
Norges Bank
15
Norges Bank
Norway
$32M -$1.83M -61,266 -5%
Newport Trust Company
16
Newport Trust Company
District of Columbia
$28.4M -$1.36M -45,576 -5%
Luther King Capital Management (LKCM)
17
Luther King Capital Management (LKCM)
Texas
$27.8M -$3.77M -126,200 -12%
Principal Financial Group
18
Principal Financial Group
Iowa
$26.8M +$2.03M +67,921 +8%
Charles Schwab
19
Charles Schwab
California
$26.5M +$745K +24,951 +3%
N
20
Nuveen
North Carolina
$20.5M -$5.04M -168,890 -19%
Ameriprise
21
Ameriprise
Minnesota
$18.1M +$3.49M +116,838 +23%
GT
22
Glenmede Trust
Pennsylvania
$16.2M -$45.7K -1,529 -0.3%
Goldman Sachs
23
Goldman Sachs
New York
$15M -$5.78M -193,418 -27%
Morgan Stanley
24
Morgan Stanley
New York
$14.4M -$1.11M -37,034 -7%
EVM
25
Eaton Vance Management
Massachusetts
$13.3M +$203K +6,789 +2%

SFNC Hedge Fund Activity: Q2 2021 in Review

194 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q2 2021, worth a combined $2.36B — down 0.02% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SFNC and 12 opened new positions — a net loss of 15 holders — while 73 trimmed existing stakes and 65 added.

The largest buyer was Wellington Management Group, adding an estimated $48.6M. The largest seller was Simmons Bank, cutting an estimated $8.86M.

  • 194 institutional investors held Simmons First National (SFNC) as of Q2 2021, down from 210 in Q1 2021.
  • Funds reported $2.36B of Simmons First National stock for Q2 2021, down 0.02% quarter-over-quarter.
  • 12 funds opened new Simmons First National positions in Q2 2021 and 27 closed out, a net change of -15 holders.
  • The largest Simmons First National buyer in Q2 2021 was Wellington Management Group, an estimated $48.6M added.
  • The largest Simmons First National seller in Q2 2021 was Simmons Bank, an estimated $8.86M sold.

Based on aggregated 13F filings for Q2 2021.