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Simmons First National

205 hedge funds and large institutions have $1.48B invested in Simmons First National in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 73 increasing their positions, 73 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $334K | Put options by funds: $87K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 73

0.73% less ownership

Funds ownership: 68.07%67.33% (-0.73%)

2% less capital invested

Capital invested by funds: $1.51B → $1.48B (-$33.2M)

5% less funds holding

Funds holding: 215205 (-10)

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

Holders
205
Holders Change
-10
Holders Change %
-4.65%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
73
Reduced
73
Closed
27
Calls
$334K
Puts
$87K
Net Calls
+$247K
Net Calls Change
+$158K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$323M -$2.63M -155,958 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$265M -$3.68M -218,707 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$119M -$9.04M -537,163 -7%
State Street
4
State Street
Massachusetts
$107M +$1.75M +103,814 +2%
Northern Trust
5
Northern Trust
Illinois
$84.6M +$852K +50,603 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$45M +$1.85M +109,728 +4%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$40.8M +$178K +10,545 +0.4%
SB
8
Simmons Bank
Arkansas
$33.7M -$208K -12,364 -0.6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$26.3M -$1.1M -65,241 -4%
Morgan Stanley
10
Morgan Stanley
New York
$25.4M +$2.15M +127,771 +10%
Charles Schwab
11
Charles Schwab
California
$24.9M +$1.56M +92,384 +7%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$24.7M +$449K +26,644 +2%
Norges Bank
13
Norges Bank
Norway
$19.4M -$2.1M -124,850 -10%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$19.1M +$4.79M +284,578 +35%
Newport Trust Company
15
Newport Trust Company
District of Columbia
$13.7M -$578K -34,341 -4%
Goldman Sachs
16
Goldman Sachs
New York
$12.6M -$5.35M -317,692 -30%
Principal Financial Group
17
Principal Financial Group
Iowa
$12.5M -$1.36M -80,672 -10%
First Trust Advisors
18
First Trust Advisors
Illinois
$11.5M +$8.02M +476,521 +252%
Ameriprise
19
Ameriprise
Minnesota
$11.4M -$349K -20,723 -3%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$10.8M +$1.78M +106,020 +20%
LSV Asset Management
21
LSV Asset Management
Illinois
$10.3M +$9.42M +559,277 +1,489%
N
22
Nuveen
North Carolina
$8.58M +$2.91M +173,121 +53%
ProShare Advisors
23
ProShare Advisors
Maryland
$7.86M +$185K +10,986 +2%
GT
24
Glenmede Trust
Pennsylvania
$7.72M -$445K -26,411 -6%
JP Morgan Chase
25
JP Morgan Chase
New York
$7.5M -$1.83M -108,787 -20%

SFNC Hedge Fund Activity: Q2 2023 in Review

205 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q2 2023, worth a combined $1.48B — down 2.2% from $1.51B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SFNC and 17 opened new positions — a net loss of 10 holders — while 73 trimmed existing stakes and 73 added.

The largest buyer was LSV Asset Management, adding an estimated $9.42M. The largest seller was Dimensional Fund Advisors, cutting an estimated $9.04M.

  • 205 institutional investors held Simmons First National (SFNC) as of Q2 2023, down from 215 in Q1 2023.
  • Funds reported $1.48B of Simmons First National stock for Q2 2023, down 2.2% quarter-over-quarter.
  • 17 funds opened new Simmons First National positions in Q2 2023 and 27 closed out, a net change of -10 holders.
  • The largest Simmons First National buyer in Q2 2023 was LSV Asset Management, an estimated $9.42M added.
  • The largest Simmons First National seller in Q2 2023 was Dimensional Fund Advisors, an estimated $9.04M sold.

Based on aggregated 13F filings for Q2 2023.