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Southern Missouri Bancorp
SMBC

83 hedge funds and large institutions have $214M invested in Southern Missouri Bancorp in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.72% less ownership

Funds ownership: 53.62% → 50.9% (-2.7%)

5% less funds holding

Funds holding: 87 → 83 (-4)

10% less capital invested

Capital invested by funds: $238M → $214M (-$23.9M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
31
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
Royce & Associates
New York
+$2.23M
2
SCP
Siena Capital Partners
Illinois
+$1.3M
3
Goldman Sachs
Goldman Sachs
New York
+$1.25M
4
Victory Capital Management
Victory Capital Management
Texas
+$906K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$775K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.41M
2
EI
EAM Investors
California
-$1.4M
3
Millennium Management
Millennium Management
New York
-$1.17M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$952K
5
JAM
Jacobs Asset Management
New York
-$878K
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
26
Los Angeles Capital Management
California
$1.13M +$430K +9,502 +61%
ROC
27
River Oaks Capital
Minnesota
$1M – – –
Charles Schwab
28
Charles Schwab
California
$948K +$36.2K +800 +4%
Victory Capital Management
29
Victory Capital Management
Texas
$905K +$906K +20,000 New
IAA
30
Independent Advisor Alliance
North Carolina
$808K – – –
Morgan Stanley
31
Morgan Stanley
New York
$760K +$57K +1,259 +8%
SMC
32
Smith, Moore & Co
Missouri
$695K +$2.58K +57 +0.4%
AACR
33
ACR Alpine Capital Research
Missouri
$684K +$66.2K +1,461 +11%
Assenagon Asset Management
34
Assenagon Asset Management
Luxembourg
$619K -$952K -21,018 -61%
Invesco
35
Invesco
Georgia
$616K +$155K +3,426 +34%
PAM
36
Panagora Asset Management
Massachusetts
$605K +$336K +7,416 +124%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$522K +$62.7K +1,384 +14%
SGI
38
Summit Global Investments
Utah
$498K -$36.2K -800 -7%
Barclays
39
Barclays
United Kingdom
$493K -$38.1K -842 -7%
EFSCE
40
Enterprise Financial Services Corp (EFSC)
Missouri
$443K +$444K +9,798 New
UB
41
UMB Bank
Missouri
$407K – – –
GC
42
Globeflex Capital
California
$360K – – –
JP Morgan Chase
43
JP Morgan Chase
New York
$336K -$152K -3,361 -31%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$296K -$815 -18 -0.3%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$292K -$19.2K -425 -6%
AQR Capital Management
46
AQR Capital Management
Connecticut
$279K +$60K +1,324 +27%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$269K – – –
SB
48
Simmons Bank
Arkansas
$251K – – –
AllianceBernstein
49
AllianceBernstein
Tennessee
$222K +$4.53K +100 +2%
Citadel Advisors
50
Citadel Advisors
Florida
$220K -$152K -3,349 -41%
1
2
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SMBC Hedge Fund Activity: Q2 2022 in Review

83 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q2 2022, worth a combined $214M — down 10% from $238M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SMBC and 8 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 31 added.

The largest buyer was Royce & Associates, adding an estimated $2.23M. The largest seller was Fidelity Investments, cutting an estimated $3.41M.

  • 83 institutional investors held Southern Missouri Bancorp (SMBC) as of Q2 2022, down from 87 in Q1 2022.
  • Funds reported $214M of Southern Missouri Bancorp stock for Q2 2022, down 10% quarter-over-quarter.
  • 8 funds opened new Southern Missouri Bancorp positions in Q2 2022 and 11 closed out, a net change of -3 holders.
  • The largest Southern Missouri Bancorp buyer in Q2 2022 was Royce & Associates, an estimated $2.23M added.
  • The largest Southern Missouri Bancorp seller in Q2 2022 was Fidelity Investments, an estimated $3.41M sold.

Based on aggregated 13F filings for Q2 2022.