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Southern Missouri Bancorp
SMBC

61 hedge funds and large institutions have $115M invested in Southern Missouri Bancorp in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

1.11% more ownership

Funds ownership: 42.52% → 43.63% (+1.1%)

3% more capital invested

Capital invested by funds: $112M → $115M (+$3.54M)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

2% less funds holding

Funds holding: 62 → 61 (-1)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
8
Increased
19
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.46M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.37M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$981K
4
MAM
Martingale Asset Management
Massachusetts
+$709K
5
Renaissance Technologies
Renaissance Technologies
New York
+$640K

Top Sellers

Rank Fund Capital Flow
1
JAM
Jacobs Asset Management
New York
-$1.55M
2
RA
Royce & Associates
New York
-$920K
3
BCM
Bridgeway Capital Management
Texas
-$543K
4
AACR
ACR Alpine Capital Research
Missouri
-$451K
5
Morgan Stanley
Morgan Stanley
New York
-$321K
Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
26
Smith, Moore & Co
Missouri
$461K -$36.8K -1,069 -8%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$438K – – –
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$418K -$10.3K -300 -2%
TA
29
Teachers Advisors
New York
$351K +$23.4K +681 +7%
JP Morgan Chase
30
JP Morgan Chase
New York
$324K -$124K -3,616 -28%
Bessemer Group
31
Bessemer Group
New Jersey
$323K +$189K +5,500 +153%
Charles Schwab
32
Charles Schwab
California
$278K – – –
Morgan Stanley
33
Morgan Stanley
New York
$276K -$321K -9,325 -55%
TI
34
Trexquant Investment
Connecticut
$258K +$250K +7,260 New
Axa
35
Axa
France
$224K – – –
RC
36
RBF Capital
California
$213K – – –
Wells Fargo
37
Wells Fargo
California
$196K +$79.1K +2,300 +72%
HCM
38
Highlander Capital Management
New Jersey
$142K – – –
US Bancorp
39
US Bancorp
Minnesota
$142K – – –
NFA
40
Nationwide Fund Advisors
Ohio
$136K -$11.4K -332 -8%
AIG
41
American International Group
New York
$128K +$8.43K +245 +7%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$128K +$124K +3,601 New
Citigroup
43
Citigroup
New York
$120K -$204K -5,938 -64%
SO
44
STRS Ohio
Ohio
$103K +$37.8K +1,100 +61%
Federated Hermes
45
Federated Hermes
Pennsylvania
$68K +$66.3K +1,928 New
AIM
46
Acrospire Investment Management
Illinois
$54K +$22.8K +664 +77%
Bank of America
47
Bank of America
North Carolina
$37K +$7.95K +231 +29%
SFPIA
48
Stevens First Principles Investment Advisors
California
$36K – – –
Legal & General Group
49
Legal & General Group
United Kingdom
$32K -$1.96K -57 -6%
CTC
50
Central Trust Company
Missouri
$18K -$17.2K -500 -50%
1
2
3

SMBC Hedge Fund Activity: Q1 2017 in Review

61 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2017, worth a combined $115M — up 3.2% from $112M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SMBC positions and 5 closed out — a net gain of 3 holders — while 19 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $8.46M. The largest seller was Jacobs Asset Management, cutting an estimated $1.55M.

  • 61 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2017, down from 62 in Q4 2016.
  • Funds reported $115M of Southern Missouri Bancorp stock for Q1 2017, up 3.2% quarter-over-quarter.
  • 8 funds opened new Southern Missouri Bancorp positions in Q1 2017 and 5 closed out, a net change of +3 holders.
  • The largest Southern Missouri Bancorp buyer in Q1 2017 was BlackRock, an estimated $8.46M added.
  • The largest Southern Missouri Bancorp seller in Q1 2017 was Jacobs Asset Management, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2017.