We are live on ! Find out more
SMBC icon

Southern Missouri Bancorp
SMBC

70 hedge funds and large institutions have $196M invested in Southern Missouri Bancorp in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

8% more funds holding

Funds holding: 65 → 70 (+5)

3% less capital invested

Capital invested by funds: $202M → $196M (-$5.34M)

1.16% less ownership

Funds ownership: 50.27% → 49.11% (-1.2%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
70
Holders Change
+5
Holders Change %
+7.69%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
10
Increased
23
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.05M
3
Millennium Management
Millennium Management
New York
+$912K
4
Renaissance Technologies
Renaissance Technologies
New York
+$881K
5
Morgan Stanley
Morgan Stanley
New York
+$566K

Top Sellers

1
FCM
FJ Capital Management
Virginia
-$15.9M
2
JAM
Jacobs Asset Management
New York
-$3.24M
3
RA
Royce & Associates
New York
-$1.79M
4
Goldman Sachs
Goldman Sachs
New York
-$1.18M
5
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
-$292K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$868K +$259K +5,799 +43%
American Century Companies
27
American Century Companies
Missouri
$829K +$104K +2,324 +14%
IAA
28
Independent Advisor Alliance
North Carolina
$802K – – –
SMC
29
Smith, Moore & Co
Missouri
$733K -$15.3K -343 -2%
AACR
30
ACR Alpine Capital Research
Missouri
$714K +$67K +1,498 +10%
Barclays
31
Barclays
United Kingdom
$613K +$453K +10,122 +287%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$504K +$10.6K +236 +2%
GC
33
Globeflex Capital
California
$357K – – –
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$317K +$45 +1 +0%
Goldman Sachs
35
Goldman Sachs
New York
$294K -$1.18M -26,291 -80%
JP Morgan Chase
36
JP Morgan Chase
New York
$287K -$216K -4,828 -43%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$271K +$14.2K +317 +6%
Ameriprise
38
Ameriprise
Minnesota
$267K -$92.7K -2,071 -26%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$266K +$264K +5,902 New
Bank of America
40
Bank of America
North Carolina
$259K -$22.6K -505 -8%
SB
41
Simmons Bank
Arkansas
$249K – – –
Citadel Advisors
42
Citadel Advisors
Florida
$242K +$242K +5,399 New
AllianceBernstein
43
AllianceBernstein
Tennessee
$238K -$35.8K -800 -13%
SG Americas Securities
44
SG Americas Securities
New York
$230K +$229K +5,127 New
ZCM
45
Zebra Capital Management
Connecticut
$213K -$63.9K -1,429 -23%
Invesco
46
Invesco
Georgia
$205K +$205K +4,574 New
Deutsche Bank
47
Deutsche Bank
Germany
$200K -$6.26K -140 -3%
AIG
48
American International Group
New York
$190K -$4.52K -101 -2%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$187K -$292K -6,527 -61%
US Bancorp
50
US Bancorp
Minnesota
$180K – – –
1
2
3

SMBC Hedge Fund Activity: Q3 2021 in Review

70 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q3 2021, worth a combined $196M — down 2.6% from $202M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SMBC positions and 5 closed out — a net gain of 5 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $10.2M. The largest seller was FJ Capital Management, cutting an estimated $15.9M.

  • 70 institutional investors held Southern Missouri Bancorp (SMBC) as of Q3 2021, up from 65 in Q2 2021.
  • Funds reported $196M of Southern Missouri Bancorp stock for Q3 2021, down 2.6% quarter-over-quarter.
  • 10 funds opened new Southern Missouri Bancorp positions in Q3 2021 and 5 closed out, a net change of +5 holders.
  • The largest Southern Missouri Bancorp buyer in Q3 2021 was Fidelity Investments, an estimated $10.2M added.
  • The largest Southern Missouri Bancorp seller in Q3 2021 was FJ Capital Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2021.