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Simmons First National

232 hedge funds and large institutions have $1.53B invested in Simmons First National in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 86 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

20,280% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $5K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 78

1.03% more ownership

Funds ownership: 68.39%69.42% (+1%)

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0% less funds holding

Funds holding: 233232 (-1)

8% less capital invested

Capital invested by funds: $1.67B → $1.53B (-$136M)

Holders
232
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
86
Reduced
78
Closed
23
Calls
$1.02M
Puts
$5K
Net Calls
+$1.01M
Net Calls Change
+$767K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$319M -$2.97M -168,406 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$252M -$1.33M -75,076 -0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$129M +$7.3M +413,459 +6%
State Street
4
State Street
Massachusetts
$109M +$2.11M +119,549 +2%
Northern Trust
5
Northern Trust
Illinois
$83.6M -$705K -39,899 -0.8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$52M +$1.62M +91,756 +3%
SB
7
Simmons Bank
Arkansas
$32.8M -$135K -7,656 -0.4%
Charles Schwab
8
Charles Schwab
California
$31.6M +$1.51M +85,308 +5%
WHG
9
Westwood Holdings Group
Texas
$29.5M +$1.05M +59,495 +4%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$27.5M -$609K -34,463 -2%
Morgan Stanley
11
Morgan Stanley
New York
$26.8M +$668K +37,817 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$25.8M -$379K -21,474 -1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$24.5M +$24.4M +1,381,353 +9,444%
Norges Bank
14
Norges Bank
Norway
$17.1M -$973K -55,127 -5%
MIIM
15
Mesirow Institutional Investment Management
Illinois
$12.4M +$2.72M +154,128 +28%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$12.3M +$1.84M +104,260 +17%
Newport Trust Company
17
Newport Trust Company
District of Columbia
$12.1M -$187K -10,590 -2%
Principal Financial Group
18
Principal Financial Group
Iowa
$10.9M -$546K -30,933 -5%
LSV Asset Management
19
LSV Asset Management
Illinois
$10.5M +$112K +6,370 +1%
Goldman Sachs
20
Goldman Sachs
New York
$10.3M -$1.14M -64,490 -10%
Fisher Asset Management
21
Fisher Asset Management
Washington
$10.2M
BCM
22
Bridgeway Capital Management
Texas
$10.1M +$5.08M +287,513 +99%
JP Morgan Chase
23
JP Morgan Chase
New York
$8.88M -$1.89M -107,039 -17%
American Century Companies
24
American Century Companies
Missouri
$8.66M +$846K +47,941 +11%
Prudential Financial
25
Prudential Financial
New Jersey
$8.57M -$538K -30,474 -6%

SFNC Hedge Fund Activity: Q2 2024 in Review

232 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q2 2024, worth a combined $1.53B — down 8.2% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SFNC positions and 23 closed out — a net gain of 1 holder — while 86 added to existing stakes and 78 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $24.4M. The largest seller was Janus Henderson Group, cutting an estimated $14.2M.

  • 232 institutional investors held Simmons First National (SFNC) as of Q2 2024, down from 233 in Q1 2024.
  • Funds reported $1.53B of Simmons First National stock for Q2 2024, down 8.2% quarter-over-quarter.
  • 24 funds opened new Simmons First National positions in Q2 2024 and 23 closed out, a net change of +1 holder.
  • The largest Simmons First National buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $24.4M added.
  • The largest Simmons First National seller in Q2 2024 was Janus Henderson Group, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2024.