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Southern Missouri Bancorp
SMBC

70 hedge funds and large institutions have $161M invested in Southern Missouri Bancorp in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

13% more funds holding

Funds holding: 62 → 70 (+8)

6% more capital invested

Capital invested by funds: $152M → $161M (+$8.99M)

1.36% more ownership

Funds ownership: 48.34% → 49.7% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
70
Holders Change
+8
Holders Change %
+12.9%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
13
Increased
27
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.49M
2
Invesco
Invesco
Georgia
+$1.18M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$973K
4
AL
AJO LP
Pennsylvania
+$765K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$487K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$3.52M
2
MCM
Maltese Capital Management
New York
-$2.1M
3
SCP
Siena Capital Partners
Illinois
-$1.78M
4
SG Americas Securities
SG Americas Securities
New York
-$422K
5
ROC
River Oaks Capital
Minnesota
-$333K
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
26
AJO LP
Pennsylvania
$754K +$765K +20,051 New
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$669K – – –
TCIM
28
TIAA CREF Investment Management
New York
$669K +$38.2K +1,001 +6%
First Trust Advisors
29
First Trust Advisors
Illinois
$626K +$5.57K +146 +0.9%
Morgan Stanley
30
Morgan Stanley
New York
$609K +$165K +4,331 +37%
Charles Schwab
31
Charles Schwab
California
$573K +$91.5K +2,400 +19%
SB
32
Simmons Bank
Arkansas
$564K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$464K – – –
SMC
34
Smith, Moore & Co
Missouri
$463K -$4.77K -125 -1%
Bessemer Group
35
Bessemer Group
New Jersey
$440K +$45.8K +1,200 +11%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$404K -$11.4K -300 -3%
Hotchkis & Wiley Capital Management
37
Hotchkis & Wiley Capital Management
California
$398K +$404K +10,587 New
TA
38
Teachers Advisors
New York
$372K – – –
Wells Fargo
39
Wells Fargo
California
$355K +$69.9K +1,833 +24%
OAM
40
Oxford Asset Management
United Kingdom
$346K +$46.2K +1,211 +16%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$259K +$38.1K +1,000 +17%
Millennium Management
42
Millennium Management
New York
$246K +$250K +6,543 New
RC
43
RBF Capital
California
$226K – – –
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$208K -$33.4K -875 -14%
AllianceBernstein
45
AllianceBernstein
Tennessee
$203K +$206K +5,400 New
AIG
46
American International Group
New York
$172K +$23.9K +626 +16%
HCM
47
Highlander Capital Management
New Jersey
$150K – – –
US Bancorp
48
US Bancorp
Minnesota
$150K – – –
MIM
49
MetLife Investment Management
New Jersey
$135K +$137K +3,592 New
SO
50
STRS Ohio
Ohio
$109K – – –
1
2
3

SMBC Hedge Fund Activity: Q4 2017 in Review

70 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2017, worth a combined $161M — up 5.9% from $152M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SMBC positions and 5 closed out — a net gain of 8 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $5.49M. The largest seller was Kennedy Capital Management, cutting an estimated $3.52M.

  • 70 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2017, up from 62 in Q3 2017.
  • Funds reported $161M of Southern Missouri Bancorp stock for Q4 2017, up 5.9% quarter-over-quarter.
  • 13 funds opened new Southern Missouri Bancorp positions in Q4 2017 and 5 closed out, a net change of +8 holders.
  • The largest Southern Missouri Bancorp buyer in Q4 2017 was Fidelity Investments, an estimated $5.49M added.
  • The largest Southern Missouri Bancorp seller in Q4 2017 was Kennedy Capital Management, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2017.