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Southern Missouri Bancorp

69 hedge funds and large institutions have $164M invested in Southern Missouri Bancorp in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

1% more funds holding

Funds holding: 6869 (+1)

1.07% more ownership

Funds ownership: 47.72%48.8% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $168M → $164M (-$3.92M)

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
3
Increased
26
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$695K -$31.5K -800 -4%
Charles Schwab
27
Charles Schwab
California
$565K -$179K -4,553 -23%
SB
28
Simmons Bank
Arkansas
$559K
Morgan Stanley
29
Morgan Stanley
New York
$548K -$25.8K -655 -4%
TCIM
30
TIAA CREF Investment Management
New York
$485K -$70.5K -1,790 -12%
SMC
31
Smith, Moore & Co
Missouri
$474K +$2.72K +69 +0.5%
TA
32
Teachers Advisors
New York
$433K -$3.39K -86 -0.7%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$405K
Wells Fargo
34
Wells Fargo
California
$386K +$7.45K +189 +2%
OAM
35
Oxford Asset Management
United Kingdom
$359K +$380K +9,645 New
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$354K
Millennium Management
37
Millennium Management
New York
$349K +$133K +3,385 +57%
Bessemer Group
38
Bessemer Group
New Jersey
$343K
Invesco
39
Invesco
Georgia
$278K -$16.9K -429 -5%
ZIM
40
ZPR Investment Management
Florida
$253K +$267K +6,777 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$251K -$1.97K -50 -0.7%
AllianceBernstein
42
AllianceBernstein
Tennessee
$231K +$7.88K +200 +3%
RC
43
RBF Capital
California
$224K
AIG
44
American International Group
New York
$175K +$3.35K +85 +2%
US Bancorp
45
US Bancorp
Minnesota
$149K
Bank of America
46
Bank of America
North Carolina
$147K +$66.7K +1,694 +75%
MIM
47
MetLife Investment Management
New Jersey
$134K
SO
48
STRS Ohio
Ohio
$119K
Barclays
49
Barclays
United Kingdom
$113K +$88.6K +2,248 +288%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$109K

SMBC Hedge Fund Activity: Q3 2018 in Review

69 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q3 2018, worth a combined $164M — down 2.3% from $168M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SMBC positions and 2 closed out — a net gain of 1 holder — while 26 added to existing stakes and 18 trimmed.

The largest buyer was Royce & Associates, adding an estimated $4.9M. The largest seller was Wellington Management Group, cutting an estimated $1.2M.

  • 69 institutional investors held Southern Missouri Bancorp (SMBC) as of Q3 2018, up from 68 in Q2 2018.
  • Funds reported $164M of Southern Missouri Bancorp stock for Q3 2018, down 2.3% quarter-over-quarter.
  • 3 funds opened new Southern Missouri Bancorp positions in Q3 2018 and 2 closed out, a net change of +1 holder.
  • The largest Southern Missouri Bancorp buyer in Q3 2018 was Royce & Associates, an estimated $4.9M added.
  • The largest Southern Missouri Bancorp seller in Q3 2018 was Wellington Management Group, an estimated $1.2M sold.

Based on aggregated 13F filings for Q3 2018.