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Southern Missouri Bancorp
SMBC

65 hedge funds and large institutions have $202M invested in Southern Missouri Bancorp in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more capital invested

Capital invested by funds: $176M → $202M (+$25.5M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 64 → 65 (+1)

0.58% more ownership

Funds ownership: 49.69% → 50.27% (+0.58%)

48% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 29

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
15
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.52M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.56M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$591K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$485K
5
AACR
ACR Alpine Capital Research
Missouri
+$350K

Top Sellers

1
JAM
Jacobs Asset Management
New York
-$3.56M
2
BlackRock
BlackRock
New York
-$1.14M
3
MCM
Maltese Capital Management
New York
-$1.04M
4
RA
Royce & Associates
New York
-$1.01M
5
CIC
Cornercap Investment Counsel
Georgia
-$825K
Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
26
Smith, Moore & Co
Missouri
$749K -$27K -625 -4%
American Century Companies
27
American Century Companies
Missouri
$726K +$168K +3,892 +32%
AACR
28
ACR Alpine Capital Research
Missouri
$648K +$350K +8,106 +128%
MAM
29
Martingale Asset Management
Massachusetts
$608K +$30.3K +701 +5%
Morgan Stanley
30
Morgan Stanley
New York
$539K -$358K -8,282 -41%
JP Morgan Chase
31
JP Morgan Chase
New York
$504K -$541K -12,540 -53%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$494K -$63.1K -1,461 -12%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$481K -$38.6K -893 -8%
Ameriprise
34
Ameriprise
Minnesota
$360K -$18.1K -420 -5%
GC
35
Globeflex Capital
California
$357K – – –
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$317K +$2.63K +61 +0.9%
Bank of America
37
Bank of America
North Carolina
$282K -$206K -4,768 -43%
ZCM
38
Zebra Capital Management
Connecticut
$277K -$16.2K -375 -6%
AllianceBernstein
39
AllianceBernstein
Tennessee
$274K -$34.5K -800 -12%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$258K -$4.19K -97 -2%
SB
41
Simmons Bank
Arkansas
$249K – – –
First Trust Advisors
42
First Trust Advisors
Illinois
$208K +$200K +4,633 New
Deutsche Bank
43
Deutsche Bank
Germany
$206K -$17.2K -399 -8%
SEI Investments
44
SEI Investments
Pennsylvania
$203K +$195K +4,526 New
Wells Fargo
45
Wells Fargo
California
$198K +$77.3K +1,790 +68%
US Bancorp
46
US Bancorp
Minnesota
$180K – – –
Barclays
47
Barclays
United Kingdom
$159K -$121K -2,813 -44%
SO
48
STRS Ohio
Ohio
$157K +$13K +300 +9%
MIM
49
MetLife Investment Management
New Jersey
$136K +$131K +3,031 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$124K +$119K +2,750 New
1
2
3

SMBC Hedge Fund Activity: Q2 2021 in Review

65 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q2 2021, worth a combined $202M — up 14% from $176M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SMBC positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 29 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $7.52M. The largest seller was Jacobs Asset Management, cutting an estimated $3.56M.

  • 65 institutional investors held Southern Missouri Bancorp (SMBC) as of Q2 2021, up from 64 in Q1 2021.
  • Funds reported $202M of Southern Missouri Bancorp stock for Q2 2021, up 14% quarter-over-quarter.
  • 8 funds opened new Southern Missouri Bancorp positions in Q2 2021 and 7 closed out, a net change of +1 holder.
  • The largest Southern Missouri Bancorp buyer in Q2 2021 was Fidelity Investments, an estimated $7.52M added.
  • The largest Southern Missouri Bancorp seller in Q2 2021 was Jacobs Asset Management, an estimated $3.56M sold.

Based on aggregated 13F filings for Q2 2021.