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Southern Missouri Bancorp

90 hedge funds and large institutions have $201M invested in Southern Missouri Bancorp in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more funds holding

Funds holding: 8090 (+10)

1% less capital invested

Capital invested by funds: $204M → $201M (-$2.21M)

3.72% less ownership

Funds ownership: 51.32%47.6% (-3.7%)

Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
39
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$991K +$135K +3,000 +13%
BCM
27
Bridgeway Capital Management
Texas
$920K -$31.5K -700 -3%
QC
28
Quadrature Capital
United Kingdom
$826K +$993K +22,078 New
Charles Schwab
29
Charles Schwab
California
$803K +$28.1K +624 +3%
AACR
30
ACR Alpine Capital Research
Missouri
$794K +$277K +6,166 +41%
ROC
31
River Oaks Capital
Minnesota
$739K
IAA
32
Independent Advisor Alliance
North Carolina
$668K
N
33
Nuveen
North Carolina
$639K -$296K -6,580 -28%
Swiss National Bank
34
Swiss National Bank
Switzerland
$630K -$94.5K -2,100 -11%
SMC
35
Smith, Moore & Co
Missouri
$591K +$20.4K +453 +3%
Goldman Sachs
36
Goldman Sachs
New York
$576K +$46.5K +1,034 +7%
Ameriprise
37
Ameriprise
Minnesota
$520K +$294K +6,530 +88%
MAM
38
Martingale Asset Management
Massachusetts
$482K +$108K +2,400 +23%
Barclays
39
Barclays
United Kingdom
$478K +$64.3K +1,430 +13%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$466K +$12.2K +270 +2%
NYLIM
41
New York Life Investment Management
New York
$465K +$559K +12,432 New
CIC
42
Cornercap Investment Counsel
Georgia
$438K +$527K +11,704 New
Invesco
43
Invesco
Georgia
$433K -$265K -5,884 -34%
WF
44
Welch & Forbes
Massachusetts
$374K +$450K +9,991 New
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$365K -$8.78K -195 -2%
UB
46
UMB Bank
Missouri
$337K
EFSCE
47
Enterprise Financial Services Corp (EFSC)
Missouri
$329K -$45K -1,000 -10%
SGI
48
Summit Global Investments
Utah
$322K -$238K -5,300 -38%
Los Angeles Capital Management
49
Los Angeles Capital Management
California
$318K -$7.2K -160 -2%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$313K +$378K +8,391 New

SMBC Hedge Fund Activity: Q1 2023 in Review

90 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2023, worth a combined $201M — down 1.1% from $204M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SMBC positions and 4 closed out — a net gain of 10 holders — while 39 added to existing stakes and 24 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $16.1M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $4.17M sold.

  • 90 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2023, up from 80 in Q4 2022.
  • Funds reported $201M of Southern Missouri Bancorp stock for Q1 2023, down 1.1% quarter-over-quarter.
  • 14 funds opened new Southern Missouri Bancorp positions in Q1 2023 and 4 closed out, a net change of +10 holders.
  • The largest Southern Missouri Bancorp buyer in Q1 2023 was FJ Capital Management, an estimated $16.1M added.
  • The largest Southern Missouri Bancorp seller in Q1 2023 was Mercer Global Advisors, an estimated $4.17M sold.

Based on aggregated 13F filings for Q1 2023.