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Southern Missouri Bancorp
SMBC

62 hedge funds and large institutions have $112M invested in Southern Missouri Bancorp in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

59% more capital invested

Capital invested by funds: $70.2M → $112M (+$41.7M)

42.52% more ownership

Funds ownership: 0% → 42.52% (+43%)

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

19% more funds holding

Funds holding: 52 → 62 (+10)

Holders
62
Holders Change
+10
Holders Change %
+19.23%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
12
Increased
21
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.73M
2
BFA
BlackRock Fund Advisors
California
+$942K
3
State Street
State Street
Massachusetts
+$552K
4
Morgan Stanley
Morgan Stanley
New York
+$452K
5
JP Morgan Chase
JP Morgan Chase
New York
+$340K

Top Sellers

1
MCM
Maltese Capital Management
New York
-$1.63M
2
KCM
Kennedy Capital Management
Missouri
-$526K
3
RA
Royce & Associates
New York
-$522K
4
JAM
Jacobs Asset Management
New York
-$417K
5
AACR
ACR Alpine Capital Research
Missouri
-$360K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$605K +$452K +15,896 +1,316%
SMC
27
Smith, Moore & Co
Missouri
$497K +$767 +27 +0.2%
AACR
28
ACR Alpine Capital Research
Missouri
$451K -$360K -12,657 -50%
JP Morgan Chase
29
JP Morgan Chase
New York
$450K +$340K +11,961 +1,561%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$437K +$322K +11,340 +1,134%
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$427K -$8.53K -300 -2%
MAM
32
Martingale Asset Management
Massachusetts
$361K -$39.8K -1,400 -12%
Citigroup
33
Citigroup
New York
$330K +$196K +6,906 +285%
TA
34
Teachers Advisors
New York
$326K – – –
Russell Investments Group
35
Russell Investments Group
United Kingdom
$293K +$229K +8,066 New
Charles Schwab
36
Charles Schwab
California
$276K +$222K +7,800 New
First Trust Advisors
37
First Trust Advisors
Illinois
$224K +$180K +6,336 New
Axa
38
Axa
France
$223K +$180K +6,317 New
RC
39
RBF Capital
California
$212K +$170K +6,000 New
NFA
40
Nationwide Fund Advisors
Ohio
$147K – – –
HCM
41
Highlander Capital Management
New Jersey
$142K – – –
NFG
42
Next Financial Group
Texas
$142K – – –
US Bancorp
43
US Bancorp
Minnesota
$142K – – –
Bessemer Group
44
Bessemer Group
New Jersey
$127K – – –
AIG
45
American International Group
New York
$119K -$284 -10 -0.3%
Wells Fargo
46
Wells Fargo
California
$114K +$51.6K +1,816 +130%
BA
47
BlackRock Advisors
Delaware
$74K +$1.62K +57 +3%
SO
48
STRS Ohio
Ohio
$63K – – –
UBS Group
49
UBS Group
Switzerland
$39K +$1.48K +52 +5%
CTC
50
Central Trust Company
Missouri
$35K +$28.4K +1,000 New
1
2
3

SMBC Hedge Fund Activity: Q4 2016 in Review

62 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2016, worth a combined $112M — up 59% from $70.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SMBC positions and 1 closed out — a net gain of 11 holders — while 21 added to existing stakes and 15 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.73M. The largest seller was Maltese Capital Management, cutting an estimated $1.63M.

  • 62 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2016, up from 52 in Q3 2016.
  • Funds reported $112M of Southern Missouri Bancorp stock for Q4 2016, up 59% quarter-over-quarter.
  • 12 funds opened new Southern Missouri Bancorp positions in Q4 2016 and 1 closed out, a net change of +11 holders.
  • The largest Southern Missouri Bancorp buyer in Q4 2016 was Vanguard Group, an estimated $2.73M added.
  • The largest Southern Missouri Bancorp seller in Q4 2016 was Maltese Capital Management, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2016.