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Southern Missouri Bancorp
SMBC

68 hedge funds and large institutions have $168M invested in Southern Missouri Bancorp in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

9% more capital invested

Capital invested by funds: $153M → $168M (+$14.4M)

3% more funds holding

Funds holding: 66 → 68 (+2)

0.46% more ownership

Funds ownership: 47.26% → 47.72% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
4
Increased
28
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$1.94M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$1.75M
3
RA
Royce & Associates
New York
+$1.05M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$419K
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$307K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.13M
2
MCM
Maltese Capital Management
New York
-$729K
3
ROC
River Oaks Capital
Minnesota
-$492K
4
RA
Raffles Associates
New York
-$401K
5
OAM
Oxford Asset Management
United Kingdom
-$353K
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$759K +$60.2K +1,650 +9%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$742K +$307K +8,419 +80%
Morgan Stanley
28
Morgan Stanley
New York
$601K -$18.6K -511 -3%
SB
29
Simmons Bank
Arkansas
$585K – – –
TCIM
30
TIAA CREF Investment Management
New York
$578K -$109K -2,994 -17%
SMC
31
Smith, Moore & Co
Missouri
$494K +$12.5K +344 +3%
TA
32
Teachers Advisors
New York
$457K +$66.2K +1,817 +18%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$424K +$19.1K +523 +5%
Wells Fargo
34
Wells Fargo
California
$397K +$11.2K +307 +3%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$371K +$94.8K +2,600 +38%
Bessemer Group
36
Bessemer Group
New Jersey
$359K -$80.2K -2,200 -19%
First Trust Advisors
37
First Trust Advisors
Illinois
$326K -$310K -8,491 -50%
Invesco
38
Invesco
Georgia
$308K +$84.5K +2,319 +42%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$265K +$247K +6,781 New
Millennium Management
40
Millennium Management
New York
$234K -$134K -3,664 -38%
RC
41
RBF Capital
California
$234K – – –
AllianceBernstein
42
AllianceBernstein
Tennessee
$234K +$18.2K +500 +9%
AIG
43
American International Group
New York
$180K +$10.4K +285 +7%
US Bancorp
44
US Bancorp
Minnesota
$156K – – –
MIM
45
MetLife Investment Management
New Jersey
$140K – – –
SO
46
STRS Ohio
Ohio
$124K +$10.9K +300 +10%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$114K -$343K -9,420 -76%
HCM
48
Highlander Capital Management
New Jersey
$111K – – –
RQS
49
Ramsey Quantitative Systems
Kentucky
$99K +$5.03K +138 +6%
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$97.7K – – –
1
2
3

SMBC Hedge Fund Activity: Q2 2018 in Review

68 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q2 2018, worth a combined $168M — up 9.4% from $153M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SMBC positions and 2 closed out — a net gain of 2 holders — while 28 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $1.94M. The largest seller was Fidelity Investments, cutting an estimated $2.13M.

  • 68 institutional investors held Southern Missouri Bancorp (SMBC) as of Q2 2018, up from 66 in Q1 2018.
  • Funds reported $168M of Southern Missouri Bancorp stock for Q2 2018, up 9.4% quarter-over-quarter.
  • 4 funds opened new Southern Missouri Bancorp positions in Q2 2018 and 2 closed out, a net change of +2 holders.
  • The largest Southern Missouri Bancorp buyer in Q2 2018 was BlackRock, an estimated $1.94M added.
  • The largest Southern Missouri Bancorp seller in Q2 2018 was Fidelity Investments, an estimated $2.13M sold.

Based on aggregated 13F filings for Q2 2018.