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Southern Missouri Bancorp
SMBC

62 hedge funds and large institutions have $152M invested in Southern Missouri Bancorp in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

16% more capital invested

Capital invested by funds: $131M → $152M (+$20.4M)

3% more funds holding

Funds holding: 60 → 62 (+2)

6.21% less ownership

Funds ownership: 54.55% → 48.34% (-6.2%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
7
Increased
30
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.73M
2
KCM
Kennedy Capital Management
Missouri
+$789K
3
BlackRock
BlackRock
New York
+$761K
4
JAM
Jacobs Asset Management
New York
+$678K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$669K

Top Sellers

1
UOC
UBS O'Connor
Illinois
-$2.6M
2
MCM
Maltese Capital Management
New York
-$1.08M
3
SCP
Siena Capital Partners
Illinois
-$691K
4
SSA
Schonfeld Strategic Advisors
New York
-$403K
5
Deutsche Bank
Deutsche Bank
Germany
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$603K +$10.7K +329 +2%
SB
27
Simmons Bank
Arkansas
$547K -$162K -5,000 -25%
Charles Schwab
28
Charles Schwab
California
$469K – – –
SMC
29
Smith, Moore & Co
Missouri
$454K -$14.6K -449 -3%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$450K – – –
Morgan Stanley
31
Morgan Stanley
New York
$432K +$216K +6,659 +128%
SG Americas Securities
32
SG Americas Securities
New York
$422K +$375K +11,565 New
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$404K +$19.5K +600 +6%
Bessemer Group
34
Bessemer Group
New Jersey
$383K +$32.5K +1,000 +11%
TA
35
Teachers Advisors
New York
$361K – – –
OAM
36
Oxford Asset Management
United Kingdom
$283K +$252K +7,755 New
Wells Fargo
37
Wells Fargo
California
$278K -$20.5K -632 -8%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$234K +$5.84K +180 +3%
CS
39
Credit Suisse
Switzerland
$233K +$208K +6,399 New
RC
40
RBF Capital
California
$219K +$195K +6,000 New
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$215K – – –
MLICM
42
Metropolitan Life Insurance Company (MetLife)
New York
$189K +$168K +5,180 New
Citigroup
43
Citigroup
New York
$182K +$16.7K +515 +12%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$172K +$153K +4,723 New
HCM
45
Highlander Capital Management
New Jersey
$146K – – –
US Bancorp
46
US Bancorp
Minnesota
$146K – – –
AIG
47
American International Group
New York
$144K +$9.57K +295 +8%
NFA
48
Nationwide Fund Advisors
Ohio
$140K – – –
SO
49
STRS Ohio
Ohio
$105K – – –
Federated Hermes
50
Federated Hermes
Pennsylvania
$76K -$682 -21 -1%
1
2
3

SMBC Hedge Fund Activity: Q3 2017 in Review

62 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q3 2017, worth a combined $152M — up 16% from $131M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SMBC positions and 5 closed out — a net gain of 2 holders — while 30 added to existing stakes and 9 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $1.73M. The largest seller was UBS O'Connor, exiting entirely with an estimated $2.6M sold.

  • 62 institutional investors held Southern Missouri Bancorp (SMBC) as of Q3 2017, up from 60 in Q2 2017.
  • Funds reported $152M of Southern Missouri Bancorp stock for Q3 2017, up 16% quarter-over-quarter.
  • 7 funds opened new Southern Missouri Bancorp positions in Q3 2017 and 5 closed out, a net change of +2 holders.
  • The largest Southern Missouri Bancorp buyer in Q3 2017 was Bank of Montreal, an estimated $1.73M added.
  • The largest Southern Missouri Bancorp seller in Q3 2017 was UBS O'Connor, an estimated $2.6M sold.

Based on aggregated 13F filings for Q3 2017.