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Southern Missouri Bancorp
SMBC

64 hedge funds and large institutions have $176M invested in Southern Missouri Bancorp in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

31% more capital invested

Capital invested by funds: $134M → $176M (+$42M)

7% more funds holding

Funds holding: 60 → 64 (+4)

1.32% more ownership

Funds ownership: 48.37% → 49.69% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
19
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.18M
2
BlackRock
BlackRock
New York
+$1.73M
3
RA
Royce & Associates
New York
+$1.1M
4
Goldman Sachs
Goldman Sachs
New York
+$1.04M
5
MCM
Maltese Capital Management
New York
+$941K

Top Sellers

Rank Fund Capital Flow
1
JAM
Jacobs Asset Management
New York
-$2.73M
2
Northern Trust
Northern Trust
Illinois
-$876K
3
Renaissance Technologies
Renaissance Technologies
New York
-$832K
4
Wells Fargo
Wells Fargo
California
-$569K
5
State Street
State Street
Massachusetts
-$343K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$798K -$233K -6,501 -24%
Charles Schwab
27
Charles Schwab
California
$767K – – –
IAA
28
Independent Advisor Alliance
North Carolina
$704K -$103K -2,880 -14%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$691K -$24K -670 -4%
SMC
30
Smith, Moore & Co
Missouri
$681K -$7.66K -214 -1%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$621K -$95.8K -2,678 -15%
MAM
32
Martingale Asset Management
Massachusetts
$506K +$459K +12,814 New
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$491K -$13.1K -365 -3%
American Century Companies
34
American Century Companies
Missouri
$483K +$95.7K +2,675 +28%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$457K – – –
Bank of America
36
Bank of America
North Carolina
$435K +$116K +3,242 +42%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$428K +$33.8K +943 +10%
Ameriprise
38
Ameriprise
Minnesota
$332K +$2.29K +64 +0.8%
GC
39
Globeflex Capital
California
$313K +$284K +7,948 New
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$276K – – –
AllianceBernstein
41
AllianceBernstein
Tennessee
$272K -$96.6K -2,700 -28%
ZCM
42
Zebra Capital Management
Connecticut
$258K -$202K -5,643 -46%
Barclays
43
Barclays
United Kingdom
$250K +$138K +3,858 +156%
AACR
44
ACR Alpine Capital Research
Missouri
$249K +$226K +6,311 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$230K +$8.52K +238 +4%
SB
46
Simmons Bank
Arkansas
$218K +$198K +5,540 New
Deutsche Bank
47
Deutsche Bank
Germany
$197K -$16.6K -465 -9%
US Bancorp
48
US Bancorp
Minnesota
$158K – – –
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$141K +$59.4K +1,660 +87%
SO
50
STRS Ohio
Ohio
$126K – – –
1
2
3

SMBC Hedge Fund Activity: Q1 2021 in Review

64 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2021, worth a combined $176M — up 31% from $134M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SMBC positions and 4 closed out — a net gain of 4 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.18M. The largest seller was Jacobs Asset Management, cutting an estimated $2.73M.

  • 64 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2021, up from 60 in Q4 2020.
  • Funds reported $176M of Southern Missouri Bancorp stock for Q1 2021, up 31% quarter-over-quarter.
  • 8 funds opened new Southern Missouri Bancorp positions in Q1 2021 and 4 closed out, a net change of +4 holders.
  • The largest Southern Missouri Bancorp buyer in Q1 2021 was Fidelity Investments, an estimated $2.18M added.
  • The largest Southern Missouri Bancorp seller in Q1 2021 was Jacobs Asset Management, an estimated $2.73M sold.

Based on aggregated 13F filings for Q1 2021.