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Southern Missouri Bancorp
SMBC

60 hedge funds and large institutions have $134M invested in Southern Missouri Bancorp in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

27% more capital invested

Capital invested by funds: $106M → $134M (+$28.2M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 59 → 60 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.97% less ownership

Funds ownership: 49.34% → 48.37% (-0.97%)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
26
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.22M
2
FCM
FJ Capital Management
Virginia
+$1.58M
3
RA
Royce & Associates
New York
+$764K
4
BlackRock
BlackRock
New York
+$719K
5
JP Morgan Chase
JP Morgan Chase
New York
+$455K

Top Sellers

Rank Fund Capital Flow
1
JAM
Jacobs Asset Management
New York
-$3.52M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$2.58M
3
MCM
Maltese Capital Management
New York
-$2.19M
4
MAM
Martingale Asset Management
Massachusetts
-$571K
5
CIC
Cornercap Investment Counsel
Georgia
-$496K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$564K +$28.6K +1,029 +6%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$561K +$1.14K +41 +0.2%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$553K +$3.06K +110 +0.6%
SMC
29
Smith, Moore & Co
Missouri
$533K -$24.8K -894 -5%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$390K +$45K +1,621 +14%
ZCM
31
Zebra Capital Management
Connecticut
$371K -$10.7K -384 -3%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$353K -$18.5K -665 -5%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$302K +$3K +108 +1%
AllianceBernstein
34
AllianceBernstein
Tennessee
$292K -$22.2K -800 -8%
American Century Companies
35
American Century Companies
Missouri
$292K +$266K +9,585 New
Squarepoint
36
Squarepoint
New York
$255K +$233K +8,377 New
Ameriprise
37
Ameriprise
Minnesota
$254K -$6.17K -222 -3%
Bank of America
38
Bank of America
North Carolina
$237K +$52.2K +1,881 +32%
GCP
39
GSA Capital Partners
United Kingdom
$237K +$216K +7,777 New
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$213K – – –
Millennium Management
41
Millennium Management
New York
$201K -$65.7K -2,364 -26%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$170K +$66.5K +2,395 +75%
Deutsche Bank
43
Deutsche Bank
Germany
$166K +$42.6K +1,534 +39%
US Bancorp
44
US Bancorp
Minnesota
$122K – – –
TRCT
45
Tower Research Capital (TRC)
New York
$111K -$133K -4,794 -57%
SO
46
STRS Ohio
Ohio
$97K – – –
DA
47
Denali Advisors
California
$96K +$21.4K +770 +32%
Barclays
48
Barclays
United Kingdom
$76K -$29.2K -1,051 -30%
Federated Hermes
49
Federated Hermes
Pennsylvania
$67K -$28 -1 -0%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$58K +$2.53K +91 +5%
1
2
3

SMBC Hedge Fund Activity: Q4 2020 in Review

60 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2020, worth a combined $134M — up 27% from $106M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SMBC positions and 4 closed out — a net gain of 1 holder — while 26 added to existing stakes and 17 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $3.22M. The largest seller was Jacobs Asset Management, cutting an estimated $3.52M.

  • 60 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2020, up from 59 in Q3 2020.
  • Funds reported $134M of Southern Missouri Bancorp stock for Q4 2020, up 27% quarter-over-quarter.
  • 5 funds opened new Southern Missouri Bancorp positions in Q4 2020 and 4 closed out, a net change of +1 holder.
  • The largest Southern Missouri Bancorp buyer in Q4 2020 was Fidelity Investments, an estimated $3.22M added.
  • The largest Southern Missouri Bancorp seller in Q4 2020 was Jacobs Asset Management, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2020.