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Southern Missouri Bancorp
SMBC

65 hedge funds and large institutions have $111M invested in Southern Missouri Bancorp in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 64 → 65 (+1)

0.56% more ownership

Funds ownership: 49.68% → 50.25% (+0.56%)

0% more capital invested

Capital invested by funds: $111M → $111M (+$165K)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
5
Increased
21
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$1.39M
2
Northern Trust
Northern Trust
Illinois
+$801K
3
CIC
Cornercap Investment Counsel
Georgia
+$372K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$339K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$253K

Top Sellers

Rank Fund Capital Flow
1
JAM
Jacobs Asset Management
New York
-$583K
2
Franklin Resources
Franklin Resources
California
-$532K
3
BlackRock
BlackRock
New York
-$522K
4
Renaissance Technologies
Renaissance Technologies
New York
-$453K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$449K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
26
Independent Advisor Alliance
North Carolina
$504K – – –
Charles Schwab
27
Charles Schwab
California
$475K – – –
SMC
28
Smith, Moore & Co
Missouri
$462K +$58.4K +2,523 +15%
Wells Fargo
29
Wells Fargo
California
$455K +$92.7K +4,007 +27%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$427K +$7.7K +333 +2%
CIC
31
Cornercap Investment Counsel
Georgia
$391K +$372K +16,078 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$358K -$449K -19,419 -52%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$313K -$3.35K -145 -1%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$298K – – –
AllianceBernstein
35
AllianceBernstein
Tennessee
$270K +$32.4K +1,400 +14%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$266K +$253K +10,959 New
Millennium Management
37
Millennium Management
New York
$244K +$232K +10,025 New
Ameriprise
38
Ameriprise
Minnesota
$209K -$120K -5,205 -38%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$170K – – –
JP Morgan Chase
40
JP Morgan Chase
New York
$166K -$152K -6,552 -49%
Bank of America
41
Bank of America
North Carolina
$162K +$75.1K +3,245 +94%
PAM
42
Panagora Asset Management
Massachusetts
$142K +$83.2K +3,599 +159%
AIG
43
American International Group
New York
$114K +$2.43K +105 +2%
Barclays
44
Barclays
United Kingdom
$104K +$39.3K +1,697 +66%
SG Americas Securities
45
SG Americas Securities
New York
$101K +$96K +4,152 New
US Bancorp
46
US Bancorp
Minnesota
$97K – – –
Deutsche Bank
47
Deutsche Bank
Germany
$86K +$25.2K +1,091 +45%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$78K -$7.93K -343 -10%
SO
49
STRS Ohio
Ohio
$77K – – –
DA
50
Denali Advisors
California
$70K +$23.4K +1,010 +53%
1
2
3

SMBC Hedge Fund Activity: Q2 2020 in Review

65 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q2 2020, worth a combined $111M — up 0.15% from $111M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SMBC positions and 4 closed out — a net gain of 1 holder — while 21 added to existing stakes and 24 trimmed.

The largest buyer was Maltese Capital Management, opening a new position worth an estimated $1.39M. The largest seller was Jacobs Asset Management, cutting an estimated $583K.

  • 65 institutional investors held Southern Missouri Bancorp (SMBC) as of Q2 2020, up from 64 in Q1 2020.
  • Funds reported $111M of Southern Missouri Bancorp stock for Q2 2020, up 0.15% quarter-over-quarter.
  • 5 funds opened new Southern Missouri Bancorp positions in Q2 2020 and 4 closed out, a net change of +1 holder.
  • The largest Southern Missouri Bancorp buyer in Q2 2020 was Maltese Capital Management, an estimated $1.39M added.
  • The largest Southern Missouri Bancorp seller in Q2 2020 was Jacobs Asset Management, an estimated $583K sold.

Based on aggregated 13F filings for Q2 2020.