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Simmons First National

233 hedge funds and large institutions have $1.67B invested in Simmons First National in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $496K | Put options by funds: $249K

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

3% more funds holding

Funds holding: 227233 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.23% less ownership

Funds ownership: 68.63%68.39% (-0.23%)

2% less capital invested

Capital invested by funds: $1.71B → $1.67B (-$36.9M)

29% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 94

Holders
233
Holders Change
+6
Holders Change %
+2.64%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
67
Reduced
94
Closed
23
Calls
$496K
Puts
$249K
Net Calls
+$247K
Net Calls Change
-$94K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$357M +$5.46M +288,340 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$280M -$15.4M -812,581 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$134M +$6.52M +344,125 +5%
State Street
4
State Street
Massachusetts
$118M -$2.62M -138,465 -2%
Northern Trust
5
Northern Trust
Illinois
$93.3M -$1.52M -80,234 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$55.7M +$1.5M +79,242 +3%
SB
7
Simmons Bank
Arkansas
$36.4M -$1.99M -105,277 -5%
Charles Schwab
8
Charles Schwab
California
$33.4M +$2.1M +110,905 +7%
WHG
9
Westwood Holdings Group
Texas
$31.5M +$30.6M +1,618,429 New
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$31.1M +$805K +42,530 +3%
Morgan Stanley
11
Morgan Stanley
New York
$29M -$28.1M -1,483,435 -50%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$29M -$606K -32,025 -2%
Norges Bank
13
Norges Bank
Norway
$20M -$7.05M -372,059 -27%
Citadel Advisors
14
Citadel Advisors
Florida
$17.9M +$7.27M +384,042 +72%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$16.8M -$9.02M -476,178 -36%
Newport Trust Company
16
Newport Trust Company
District of Columbia
$13.6M -$593K -31,299 -4%
Goldman Sachs
17
Goldman Sachs
New York
$12.7M -$6.48M -342,284 -34%
Principal Financial Group
18
Principal Financial Group
Iowa
$12.6M -$46.8K -2,471 -0.4%
JP Morgan Chase
19
JP Morgan Chase
New York
$11.9M +$2.1M +111,093 +22%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$11.6M +$1.33M +70,370 +13%
LSV Asset Management
21
LSV Asset Management
Illinois
$11.5M -$545K -28,800 -5%
Fisher Asset Management
22
Fisher Asset Management
Washington
$11.3M +$920K +48,585 +9%
MIIM
23
Mesirow Institutional Investment Management
Illinois
$10.7M +$10.4M +551,010 New
Prudential Financial
24
Prudential Financial
New Jersey
$10.1M +$584K +30,853 +6%
Victory Capital Management
25
Victory Capital Management
Texas
$8.69M -$539K -28,474 -6%

SFNC Hedge Fund Activity: Q1 2024 in Review

233 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q1 2024, worth a combined $1.67B — down 2.2% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SFNC positions and 23 closed out — a net gain of 8 holders — while 67 added to existing stakes and 94 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $30.6M. The largest seller was Morgan Stanley, cutting an estimated $28.1M.

  • 233 institutional investors held Simmons First National (SFNC) as of Q1 2024, up from 227 in Q4 2023.
  • Funds reported $1.67B of Simmons First National stock for Q1 2024, down 2.2% quarter-over-quarter.
  • 31 funds opened new Simmons First National positions in Q1 2024 and 23 closed out, a net change of +8 holders.
  • The largest Simmons First National buyer in Q1 2024 was Westwood Holdings Group, an estimated $30.6M added.
  • The largest Simmons First National seller in Q1 2024 was Morgan Stanley, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2024.