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Southern Missouri Bancorp
SMBC

87 hedge funds and large institutions have $238M invested in Southern Missouri Bancorp in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $226M → $238M (+$12.7M)

1% more funds holding

Funds holding: 86 → 87 (+1)

0.89% more ownership

Funds ownership: 52.73% → 53.62% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
28
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EIP
Epoch Investment Partners
New York
+$4.81M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.13M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$918K
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$907K
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$822K

Top Sellers

1
RA
Royce & Associates
New York
-$2.71M
2
JAM
Jacobs Asset Management
New York
-$2.06M
3
Morgan Stanley
Morgan Stanley
New York
-$690K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$632K
5
Renaissance Technologies
Renaissance Technologies
New York
-$506K
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$1.17M +$498K +9,378 +67%
ROC
27
River Oaks Capital
Minnesota
$1.1M – – –
Charles Schwab
28
Charles Schwab
California
$1.01M +$36.9K +695 +4%
IAA
29
Independent Advisor Alliance
North Carolina
$892K – – –
JAM
30
Jacobs Asset Management
New York
$878K -$2.06M -38,721 -69%
Morgan Stanley
31
Morgan Stanley
New York
$775K -$690K -12,997 -46%
Los Angeles Capital Management
32
Los Angeles Capital Management
California
$773K +$822K +15,476 New
SMC
33
Smith, Moore & Co
Missouri
$765K -$27.2K -512 -3%
AACR
34
ACR Alpine Capital Research
Missouri
$682K -$154K -2,896 -17%
SGI
35
Summit Global Investments
Utah
$589K +$287K +5,400 +84%
Barclays
36
Barclays
United Kingdom
$586K -$426K -8,028 -41%
CIC
37
Cornercap Investment Counsel
Georgia
$545K +$17.6K +332 +3%
JP Morgan Chase
38
JP Morgan Chase
New York
$539K -$283K -5,325 -33%
Invesco
39
Invesco
Georgia
$509K +$541K +10,180 New
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$507K -$52.4K -987 -9%
UB
41
UMB Bank
Missouri
$450K – – –
RA
42
Royce & Associates
New York
$420K -$2.71M -51,039 -86%
Wells Fargo
43
Wells Fargo
California
$412K -$190K -3,584 -30%
Citadel Advisors
44
Citadel Advisors
Florida
$409K -$131K -2,473 -23%
GC
45
Globeflex Capital
California
$397K – – –
Goldman Sachs
46
Goldman Sachs
New York
$394K +$79.1K +1,490 +23%
SEI Investments
47
SEI Investments
Pennsylvania
$381K +$417K +7,858 New
Bank of America
48
Bank of America
North Carolina
$369K -$209K -3,945 -35%
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$349K -$87.8K -1,654 -19%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$343K -$56.7K -1,068 -13%
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SMBC Hedge Fund Activity: Q1 2022 in Review

87 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2022, worth a combined $238M — up 5.6% from $226M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SMBC positions and 10 closed out — a net gain of 1 holder — while 28 added to existing stakes and 25 trimmed.

The largest buyer was Epoch Investment Partners, adding an estimated $4.81M. The largest seller was Royce & Associates, cutting an estimated $2.71M.

  • 87 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2022, up from 86 in Q4 2021.
  • Funds reported $238M of Southern Missouri Bancorp stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 11 funds opened new Southern Missouri Bancorp positions in Q1 2022 and 10 closed out, a net change of +1 holder.
  • The largest Southern Missouri Bancorp buyer in Q1 2022 was Epoch Investment Partners, an estimated $4.81M added.
  • The largest Southern Missouri Bancorp seller in Q1 2022 was Royce & Associates, an estimated $2.71M sold.

Based on aggregated 13F filings for Q1 2022.