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Southern Missouri Bancorp
SMBC

60 hedge funds and large institutions have $131M invested in Southern Missouri Bancorp in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 8

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

14% more capital invested

Capital invested by funds: $115M → $131M (+$15.7M)

10.92% more ownership

Funds ownership: 43.63% → 54.55% (+11%)

2% less funds holding

Funds holding: 61 → 60 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
5
Increased
26
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCM
FJ Capital Management
Virginia
+$7.19M
2
JAM
Jacobs Asset Management
New York
+$5.28M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$3.62M
4
UOC
UBS O'Connor
Illinois
+$2.66M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.69M

Top Sellers

1
DM
Delphi Management
Massachusetts
-$767K
2
TI
Trexquant Investment
Connecticut
-$258K
3
RC
RBF Capital
California
-$213K
4
JP Morgan Chase
JP Morgan Chase
New York
-$107K
5
Morgan Stanley
Morgan Stanley
New York
-$85.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$532K – – –
First Trust Advisors
27
First Trust Advisors
Illinois
$522K +$534K +16,189 New
SMC
28
Smith, Moore & Co
Missouri
$416K -$2.81K -85 -0.7%
Charles Schwab
29
Charles Schwab
California
$414K +$166K +5,033 +65%
SSA
30
Schonfeld Strategic Advisors
New York
$403K +$413K +12,500 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$398K – – –
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$337K -$42.9K -1,300 -11%
TA
33
Teachers Advisors
New York
$319K – – –
Bessemer Group
34
Bessemer Group
New Jersey
$306K +$13.2K +400 +4%
Wells Fargo
35
Wells Fargo
California
$266K +$90.4K +2,738 +50%
Axa
36
Axa
France
$204K – – –
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$201K +$206K +6,231 New
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$190K +$75.9K +2,299 +64%
JP Morgan Chase
39
JP Morgan Chase
New York
$189K -$107K -3,238 -36%
Morgan Stanley
40
Morgan Stanley
New York
$168K -$85.3K -2,583 -33%
Citigroup
41
Citigroup
New York
$144K +$35.4K +1,074 +32%
HCM
42
Highlander Capital Management
New Jersey
$131K – – –
US Bancorp
43
US Bancorp
Minnesota
$129K – – –
NFA
44
Nationwide Fund Advisors
Ohio
$123K – – –
AIG
45
American International Group
New York
$118K +$1.52K +46 +1%
SO
46
STRS Ohio
Ohio
$93K – – –
Federated Hermes
47
Federated Hermes
Pennsylvania
$68K +$5.45K +165 +9%
AIM
48
Acrospire Investment Management
Illinois
$46K -$3K -91 -6%
SFPIA
49
Stevens First Principles Investment Advisors
California
$32K – – –
Legal & General Group
50
Legal & General Group
United Kingdom
$29K – – –
1
2
3

SMBC Hedge Fund Activity: Q2 2017 in Review

60 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q2 2017, worth a combined $131M — up 14% from $115M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SMBC and 5 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 26 added.

The largest buyer was FJ Capital Management, adding an estimated $7.19M. The largest seller was Delphi Management, exiting entirely with an estimated $767K sold.

  • 60 institutional investors held Southern Missouri Bancorp (SMBC) as of Q2 2017, down from 61 in Q1 2017.
  • Funds reported $131M of Southern Missouri Bancorp stock for Q2 2017, up 14% quarter-over-quarter.
  • 5 funds opened new Southern Missouri Bancorp positions in Q2 2017 and 6 closed out, a net change of -1 holder.
  • The largest Southern Missouri Bancorp buyer in Q2 2017 was FJ Capital Management, an estimated $7.19M added.
  • The largest Southern Missouri Bancorp seller in Q2 2017 was Delphi Management, an estimated $767K sold.

Based on aggregated 13F filings for Q2 2017.