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Southern Missouri Bancorp

66 hedge funds and large institutions have $150M invested in Southern Missouri Bancorp in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.29% less ownership

Funds ownership: 48.8%47.51% (-1.3%)

4% less funds holding

Funds holding: 6966 (-3)

8% less capital invested

Capital invested by funds: $164M → $150M (-$13.7M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
3
Increased
27
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
26
Clark Capital Management Group
Pennsylvania
$572K +$587K +16,880 New
Morgan Stanley
27
Morgan Stanley
New York
$557K +$58.4K +1,681 +11%
OAM
28
Oxford Asset Management
United Kingdom
$524K +$202K +5,825 +60%
SB
29
Simmons Bank
Arkansas
$509K
SMC
30
Smith, Moore & Co
Missouri
$487K +$56.6K +1,630 +13%
TCIM
31
TIAA CREF Investment Management
New York
$438K -$3.2K -92 -0.7%
TA
32
Teachers Advisors
New York
$394K
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$377K +$8.83K +254 +2%
Wells Fargo
34
Wells Fargo
California
$376K +$25.9K +746 +7%
Bessemer Group
35
Bessemer Group
New Jersey
$346K +$34.8K +1,000 +11%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$336K +$111K +3,182 +47%
Deutsche Bank
37
Deutsche Bank
Germany
$321K -$475K -13,674 -59%
Invesco
38
Invesco
Georgia
$279K +$26.7K +769 +10%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$258K -$66K -1,900 -20%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$233K +$201K +5,795 +552%
AllianceBernstein
41
AllianceBernstein
Tennessee
$231K +$20.9K +600 +10%
RC
42
RBF Capital
California
$203K
Bank of America
43
Bank of America
North Carolina
$195K +$63.3K +1,822 +46%
AIG
44
American International Group
New York
$158K -$1.29K -37 -0.8%
US Bancorp
45
US Bancorp
Minnesota
$136K
MIM
46
MetLife Investment Management
New Jersey
$122K
RQS
47
Ramsey Quantitative Systems
Kentucky
$112K +$13.8K +397 +14%
SO
48
STRS Ohio
Ohio
$108K
UBS Group
49
UBS Group
Switzerland
$108K +$10.1K +290 +10%
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$84.9K

SMBC Hedge Fund Activity: Q4 2018 in Review

66 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2018, worth a combined $150M — down 8.4% from $164M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SMBC and 3 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 27 added.

The largest buyer was Vanguard Group, adding an estimated $2.84M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $3.05M sold.

  • 66 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2018, down from 69 in Q3 2018.
  • Funds reported $150M of Southern Missouri Bancorp stock for Q4 2018, down 8.4% quarter-over-quarter.
  • 3 funds opened new Southern Missouri Bancorp positions in Q4 2018 and 6 closed out, a net change of -3 holders.
  • The largest Southern Missouri Bancorp buyer in Q4 2018 was Vanguard Group, an estimated $2.84M added.
  • The largest Southern Missouri Bancorp seller in Q4 2018 was Kennedy Capital Management, an estimated $3.05M sold.

Based on aggregated 13F filings for Q4 2018.