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Southern Missouri Bancorp
SMBC

84 hedge funds and large institutions have $218M invested in Southern Missouri Bancorp in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

8% more capital invested

Capital invested by funds: $201M → $218M (+$16.3M)

2.36% more ownership

Funds ownership: 47.6% → 49.96% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7% less funds holding

Funds holding: 90 → 84 (-6)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
84
Holders Change
-6
Holders Change %
-6.67%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
35
Reduced
30
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.18M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.38M
3
BlackRock
BlackRock
New York
+$1.64M
4
BCM
BTC Capital Management
Iowa
+$1.04M
5
State Street
State Street
Massachusetts
+$734K

Top Sellers

1
FCM
FJ Capital Management
Virginia
-$1.62M
2
Millennium Management
Millennium Management
New York
-$1.51M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.08M
4
Renaissance Technologies
Renaissance Technologies
New York
-$877K
5
QC
Quadrature Capital
United Kingdom
-$826K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$909K +$81K +2,199 +10%
Victory Capital Management
27
Victory Capital Management
Texas
$850K -$162K -4,400 -17%
Goldman Sachs
28
Goldman Sachs
New York
$817K +$215K +5,848 +38%
Swiss National Bank
29
Swiss National Bank
Switzerland
$806K +$151K +4,100 +24%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$715K -$323K -8,781 -32%
IAA
31
Independent Advisor Alliance
North Carolina
$687K – – –
Two Sigma Advisers
32
Two Sigma Advisers
New York
$684K -$575K -15,600 -47%
SMC
33
Smith, Moore & Co
Missouri
$597K -$9.17K -249 -2%
EST
34
EA Series Trust
Pennsylvania
$539K +$517K +14,026 New
EF
35
Empowered Funds
Pennsylvania
$539K +$517K +14,026 New
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$493K +$13.2K +359 +3%
Barclays
37
Barclays
United Kingdom
$474K -$16.8K -457 -4%
Morgan Stanley
38
Morgan Stanley
New York
$458K +$168K +4,552 +62%
ROC
39
River Oaks Capital
Minnesota
$442K -$304K -8,267 -42%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$435K +$57.1K +1,551 +16%
NYLIM
41
New York Life Investment Management
New York
$424K -$51.9K -1,408 -11%
Ameriprise
42
Ameriprise
Minnesota
$404K -$126K -3,412 -25%
UB
43
UMB Bank
Missouri
$403K +$55K +1,494 +17%
Invesco
44
Invesco
Georgia
$377K -$65.2K -1,771 -15%
MAM
45
Martingale Asset Management
Massachusetts
$357K -$133K -3,600 -28%
WF
46
Welch & Forbes
Massachusetts
$342K -$40.5K -1,099 -11%
CS
47
Credit Suisse
Switzerland
$321K +$70.6K +1,918 +30%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$299K +$8.54K +232 +3%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$293K -$28.2K -765 -9%
Stifel Financial
50
Stifel Financial
Missouri
$292K -$810K -22,000 -74%
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SMBC Hedge Fund Activity: Q2 2023 in Review

84 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q2 2023, worth a combined $218M — up 8.1% from $201M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SMBC and 9 opened new positions — a net loss of 6 holders — while 30 trimmed existing stakes and 35 added.

The largest buyer was Fidelity Investments, adding an estimated $9.18M. The largest seller was FJ Capital Management, cutting an estimated $1.62M.

  • 84 institutional investors held Southern Missouri Bancorp (SMBC) as of Q2 2023, down from 90 in Q1 2023.
  • Funds reported $218M of Southern Missouri Bancorp stock for Q2 2023, up 8.1% quarter-over-quarter.
  • 9 funds opened new Southern Missouri Bancorp positions in Q2 2023 and 15 closed out, a net change of -6 holders.
  • The largest Southern Missouri Bancorp buyer in Q2 2023 was Fidelity Investments, an estimated $9.18M added.
  • The largest Southern Missouri Bancorp seller in Q2 2023 was FJ Capital Management, an estimated $1.62M sold.

Based on aggregated 13F filings for Q2 2023.