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Southern Missouri Bancorp
SMBC

64 hedge funds and large institutions have $111M invested in Southern Missouri Bancorp in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

3% more funds holding

Funds holding: 62 → 64 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.57% less ownership

Funds ownership: 50.26% → 49.68% (-0.57%)

37% less capital invested

Capital invested by funds: $177M → $111M (-$66.4M)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
24
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.23M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$871K
3
IAA
Independent Advisor Alliance
North Carolina
+$702K
4
BlackRock
BlackRock
New York
+$542K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$373K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$1.4M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.1M
3
OAM
Oxford Asset Management
United Kingdom
-$736K
4
RA
Raffles Associates
New York
-$527K
5
SB
Simmons Bank
Arkansas
-$519K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$444K – – –
Morgan Stanley
27
Morgan Stanley
New York
$423K +$235K +6,955 +66%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$419K -$84.6K -2,500 -13%
SMC
29
Smith, Moore & Co
Missouri
$400K +$54.1K +1,599 +11%
Wells Fargo
30
Wells Fargo
California
$358K +$12.4K +365 +3%
Ameriprise
31
Ameriprise
Minnesota
$335K +$146K +4,300 +45%
JP Morgan Chase
32
JP Morgan Chase
New York
$324K +$20K +592 +5%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$316K +$37.2K +1,100 +9%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$298K +$4.67K +138 +1%
AllianceBernstein
35
AllianceBernstein
Tennessee
$235K +$23.7K +700 +8%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$170K – – –
UBS Group
37
UBS Group
Switzerland
$121K -$166K -4,902 -49%
AIG
38
American International Group
New York
$112K -$9K -266 -5%
US Bancorp
39
US Bancorp
Minnesota
$97K – – –
MIM
40
MetLife Investment Management
New Jersey
$87.2K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$86K -$6.19K -183 -5%
Bank of America
42
Bank of America
North Carolina
$84K -$134K -3,967 -54%
SO
43
STRS Ohio
Ohio
$77K – – –
Victory Capital Management
44
Victory Capital Management
Texas
$68K +$94K +2,776 New
Barclays
45
Barclays
United Kingdom
$63K -$180K -5,317 -67%
MLICM
46
Metropolitan Life Insurance Company (MetLife)
New York
$60.8K – – –
Deutsche Bank
47
Deutsche Bank
Germany
$59K -$98K -2,895 -54%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$58.9K +$20.8K +614 +34%
Citigroup
49
Citigroup
New York
$56K +$24.6K +728 +47%
PAM
50
Panagora Asset Management
Massachusetts
$55K +$76.6K +2,264 New
1
2
3

SMBC Hedge Fund Activity: Q1 2020 in Review

64 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2020, worth a combined $111M — down 37% from $177M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SMBC positions and 6 closed out — a net gain of 2 holders — while 24 added to existing stakes and 20 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $1.23M. The largest seller was Royce & Associates, cutting an estimated $1.4M.

  • 64 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2020, up from 62 in Q4 2019.
  • Funds reported $111M of Southern Missouri Bancorp stock for Q1 2020, down 37% quarter-over-quarter.
  • 8 funds opened new Southern Missouri Bancorp positions in Q1 2020 and 6 closed out, a net change of +2 holders.
  • The largest Southern Missouri Bancorp buyer in Q1 2020 was Russell Investments Group, an estimated $1.23M added.
  • The largest Southern Missouri Bancorp seller in Q1 2020 was Royce & Associates, an estimated $1.4M sold.

Based on aggregated 13F filings for Q1 2020.