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Southern Missouri Bancorp
SMBC

86 hedge funds and large institutions have $226M invested in Southern Missouri Bancorp in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

23% more funds holding

Funds holding: 70 → 86 (+16)

15% more capital invested

Capital invested by funds: $196M → $226M (+$29.4M)

3.62% more ownership

Funds ownership: 49.11% → 52.73% (+3.6%)

Holders
86
Holders Change
+16
Holders Change %
+22.86%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
25
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EIP
Epoch Investment Partners
New York
+$10.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.6M
3
EI
EAM Investors
California
+$1.44M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$918K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$632K

Top Sellers

1
JAM
Jacobs Asset Management
New York
-$5.06M
2
RA
Royce & Associates
New York
-$4.1M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$2.43M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.52M
5
BlackRock
BlackRock
New York
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ROC
26
River Oaks Capital
Minnesota
$1.15M +$1.15M +22,100 New
Barclays
27
Barclays
United Kingdom
$1.03M +$318K +6,109 +45%
Charles Schwab
28
Charles Schwab
California
$1.01M +$677 +13 +0.1%
MAM
29
Martingale Asset Management
Massachusetts
$1.01M +$5.42K +104 +0.5%
IAA
30
Independent Advisor Alliance
North Carolina
$931K – – –
Assenagon Asset Management
31
Assenagon Asset Management
Luxembourg
$919K +$918K +17,619 New
AACR
32
ACR Alpine Capital Research
Missouri
$864K +$33.4K +641 +4%
JP Morgan Chase
33
JP Morgan Chase
New York
$840K +$507K +9,728 +152%
SMC
34
Smith, Moore & Co
Missouri
$825K -$26K -499 -3%
Millennium Management
35
Millennium Management
New York
$734K -$329K -6,320 -31%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$632K +$632K +12,118 New
Wells Fargo
37
Wells Fargo
California
$617K +$428K +8,210 +226%
Bank of America
38
Bank of America
North Carolina
$591K +$290K +5,569 +97%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$581K -$5.16K -99 -0.9%
Citadel Advisors
40
Citadel Advisors
Florida
$557K +$275K +5,276 +98%
CIC
41
Cornercap Investment Counsel
Georgia
$552K +$551K +10,581 New
UB
42
UMB Bank
Missouri
$470K +$469K +9,000 New
Allspring Global Investments
43
Allspring Global Investments
North Carolina
$451K +$451K +8,657 New
GC
44
Globeflex Capital
California
$415K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$414K +$98.2K +1,885 +31%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$351K +$245K +4,700 +232%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$343K -$25.7K -494 -7%
Goldman Sachs
48
Goldman Sachs
New York
$334K -$7.56K -145 -2%
SGI
49
Summit Global Investments
Utah
$334K +$334K +6,400 New
HSBC Holdings
50
HSBC Holdings
United Kingdom
$308K – – –
1
2
3 4

SMBC Hedge Fund Activity: Q4 2021 in Review

86 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2021, worth a combined $226M — up 15% from $196M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SMBC positions and 4 closed out — a net gain of 16 holders — while 25 added to existing stakes and 20 trimmed.

The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $10.6M. The largest seller was Jacobs Asset Management, cutting an estimated $5.06M.

  • 86 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2021, up from 70 in Q3 2021.
  • Funds reported $226M of Southern Missouri Bancorp stock for Q4 2021, up 15% quarter-over-quarter.
  • 20 funds opened new Southern Missouri Bancorp positions in Q4 2021 and 4 closed out, a net change of +16 holders.
  • The largest Southern Missouri Bancorp buyer in Q4 2021 was Epoch Investment Partners, an estimated $10.6M added.
  • The largest Southern Missouri Bancorp seller in Q4 2021 was Jacobs Asset Management, an estimated $5.06M sold.

Based on aggregated 13F filings for Q4 2021.