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Simmons First National

227 hedge funds and large institutions have $1.71B invested in Simmons First National in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

974% more call options, than puts

Call options by funds: $376K | Put options by funds: $35K

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $1.44B → $1.71B (+$270M)

4% more funds holding

Funds holding: 218227 (+9)

1.63% more ownership

Funds ownership: 67%68.63% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

Holders
227
Holders Change
+9
Holders Change %
+4.13%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
72
Reduced
87
Closed
20
Calls
$376K
Puts
$35K
Net Calls
+$341K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$358M -$5.41M -323,571 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$302M -$1.32M -78,705 -0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$130M -$1.21M -72,051 -1%
State Street
4
State Street
Massachusetts
$123M +$6.81M +406,986 +7%
Northern Trust
5
Northern Trust
Illinois
$96.7M -$311K -18,579 -0.4%
Morgan Stanley
6
Morgan Stanley
New York
$59M +$26.3M +1,574,582 +113%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$55.2M +$1.49M +88,842 +3%
SB
8
Simmons Bank
Arkansas
$39.2M +$2.94M +175,716 +10%
Charles Schwab
9
Charles Schwab
California
$31.8M +$1.16M +69,560 +5%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$30.9M -$12.9M -770,763 -33%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$30.2M +$880K +52,567 +4%
Norges Bank
12
Norges Bank
Norway
$27.8M +$3.36M +200,853 +17%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$26.6M -$892K -53,307 -4%
Goldman Sachs
14
Goldman Sachs
New York
$19.7M +$5.85M +349,534 +54%
Newport Trust Company
15
Newport Trust Company
District of Columbia
$14.5M -$290K -17,318 -2%
Principal Financial Group
16
Principal Financial Group
Iowa
$12.9M -$477K -28,527 -4%
LSV Asset Management
17
LSV Asset Management
Illinois
$12.3M -$182K -10,900 -2%
Citadel Advisors
18
Citadel Advisors
Florida
$10.6M +$7.39M +441,389 +480%
Fisher Asset Management
19
Fisher Asset Management
Washington
$10.6M +$40.4K +2,415 +0.5%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$10.5M +$720K +43,050 +9%
JP Morgan Chase
21
JP Morgan Chase
New York
$9.95M +$744K +44,469 +10%
Prudential Financial
22
Prudential Financial
New Jersey
$9.66M +$1.2M +71,801 +17%
Victory Capital Management
23
Victory Capital Management
Texas
$9.43M +$4.52M +270,255 +132%
ProShare Advisors
24
ProShare Advisors
Maryland
$9.37M +$118K +7,039 +2%
Ameriprise
25
Ameriprise
Minnesota
$8.59M -$2.43M -144,998 -25%

SFNC Hedge Fund Activity: Q4 2023 in Review

227 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q4 2023, worth a combined $1.71B — up 19% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SFNC positions and 20 closed out — a net gain of 10 holders — while 72 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.3M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $18.8M sold.

  • 227 institutional investors held Simmons First National (SFNC) as of Q4 2023, up from 218 in Q3 2023.
  • Funds reported $1.71B of Simmons First National stock for Q4 2023, up 19% quarter-over-quarter.
  • 30 funds opened new Simmons First National positions in Q4 2023 and 20 closed out, a net change of +10 holders.
  • The largest Simmons First National buyer in Q4 2023 was Morgan Stanley, an estimated $26.3M added.
  • The largest Simmons First National seller in Q4 2023 was William Blair Investment Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2023.