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Southern Missouri Bancorp

82 hedge funds and large institutions have $243M invested in Southern Missouri Bancorp in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $214M → $243M (+$28.4M)

0.66% more ownership

Funds ownership: 50.9%51.56% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less funds holding

Funds holding: 8382 (-1)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
24
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ROC
26
River Oaks Capital
Minnesota
$1.11M -$15.3K -300 -1%
Victory Capital Management
27
Victory Capital Management
Texas
$1.09M +$74.4K +1,457 +7%
Charles Schwab
28
Charles Schwab
California
$1.05M -$19.7K -386 -2%
IAA
29
Independent Advisor Alliance
North Carolina
$911K
Russell Investments Group
30
Russell Investments Group
United Kingdom
$879K -$582K -11,384 -40%
SMC
31
Smith, Moore & Co
Missouri
$779K -$5.21K -102 -0.7%
AACR
32
ACR Alpine Capital Research
Missouri
$775K +$3.01K +59 +0.4%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$622K +$33.5K +655 +6%
Morgan Stanley
34
Morgan Stanley
New York
$619K -$238K -4,664 -28%
Goldman Sachs
35
Goldman Sachs
New York
$618K -$1.2M -23,454 -66%
Citadel Advisors
36
Citadel Advisors
Florida
$602K +$355K +6,955 +143%
SGI
37
Summit Global Investments
Utah
$561K
Barclays
38
Barclays
United Kingdom
$552K -$3.37K -66 -0.6%
EFSCE
39
Enterprise Financial Services Corp (EFSC)
Missouri
$500K
UB
40
UMB Bank
Missouri
$459K
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$452K -$824K -16,120 -65%
GC
42
Globeflex Capital
California
$406K
Ameriprise
43
Ameriprise
Minnesota
$377K +$377K +7,382 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$357K +$28.1K +550 +9%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$335K +$1.07K +21 +0.3%
PAM
46
Panagora Asset Management
Massachusetts
$329K -$354K -6,933 -52%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$323K +$18.3K +358 +6%
QC
48
Quadrature Capital
United Kingdom
$300K +$300K +5,881 New
SB
49
Simmons Bank
Arkansas
$283K
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$271K +$272K +5,317 New

SMBC Hedge Fund Activity: Q3 2022 in Review

82 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q3 2022, worth a combined $243M — up 13% from $214M a quarter earlier.

Fund positioning in SMBC was balanced in Q3 2022: 9 funds opened new positions, 9 closed out, 24 added to existing stakes and 27 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $6.59M. The largest seller was Royce & Associates, exiting entirely with an estimated $2.61M sold.

  • 82 institutional investors held Southern Missouri Bancorp (SMBC) as of Q3 2022, down from 83 in Q2 2022.
  • Funds reported $243M of Southern Missouri Bancorp stock for Q3 2022, up 13% quarter-over-quarter.
  • 9 funds opened new Southern Missouri Bancorp positions in Q3 2022 and 9 closed out, a net change of 0 holders.
  • The largest Southern Missouri Bancorp buyer in Q3 2022 was Fidelity Investments, an estimated $6.59M added.
  • The largest Southern Missouri Bancorp seller in Q3 2022 was Royce & Associates, an estimated $2.61M sold.

Based on aggregated 13F filings for Q3 2022.