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Southern Missouri Bancorp
SMBC

80 hedge funds and large institutions have $216M invested in Southern Missouri Bancorp in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.8% less ownership

Funds ownership: 49.96% → 49.17% (-0.8%)

1% less capital invested

Capital invested by funds: $218M → $216M (-$1.95M)

5% less funds holding

Funds holding: 84 → 80 (-4)

28% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 32

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
80
Holders Change
-4
Holders Change %
-4.76%
% of All Funds
1.27%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
23
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWP
Balboa Wealth Partners
Arizona
+$681K
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$674K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$536K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$458K
5
Millennium Management
Millennium Management
New York
+$387K

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$2.57M
2
BlackRock
BlackRock
New York
-$633K
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$449K
4
N
Nuveen
North Carolina
-$415K
5
Ameriprise
Ameriprise
Minnesota
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$746K -$121K -2,820 -13%
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$720K – – –
N
28
Nuveen
North Carolina
$661K -$415K -9,700 -36%
Goldman Sachs
29
Goldman Sachs
New York
$657K -$182K -4,252 -20%
BWP
30
Balboa Wealth Partners
Arizona
$616K +$681K +15,930 New
EF
31
Empowered Funds
Pennsylvania
$585K +$47.3K +1,106 +8%
SMC
32
Smith, Moore & Co
Missouri
$579K -$24.2K -566 -4%
Morgan Stanley
33
Morgan Stanley
New York
$544K +$92.5K +2,162 +18%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$503K +$7.1K +166 +1%
Barclays
35
Barclays
United Kingdom
$469K -$8.21K -192 -2%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$460K -$252K -5,900 -33%
IAA
37
Independent Advisor Alliance
North Carolina
$459K -$257K -6,000 -34%
ROC
38
River Oaks Capital
Minnesota
$417K -$31.3K -731 -6%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$403K -$38K -888 -8%
Invesco
40
Invesco
Georgia
$383K +$3.81K +89 +0.9%
UB
41
UMB Bank
Missouri
$377K -$31.9K -747 -7%
NYLIM
42
New York Life Investment Management
New York
$368K -$65.1K -1,522 -14%
MAM
43
Martingale Asset Management
Massachusetts
$359K – – –
Millennium Management
44
Millennium Management
New York
$350K +$387K +9,045 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$323K +$23.3K +546 +7%
WF
46
Welch & Forbes
Massachusetts
$321K -$25.7K -602 -7%
CS
47
Credit Suisse
Switzerland
$303K -$22K -514 -6%
Stifel Financial
48
Stifel Financial
Missouri
$294K – – –
Bank of America
49
Bank of America
North Carolina
$288K +$68.8K +1,610 +28%
AllianceBernstein
50
AllianceBernstein
Tennessee
$277K -$8.13K -190 -3%
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SMBC Hedge Fund Activity: Q3 2023 in Review

80 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q3 2023, worth a combined $216M — down 0.9% from $218M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SMBC and 5 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 23 added.

The largest buyer was Balboa Wealth Partners, opening a new position worth an estimated $681K. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $2.57M sold.

  • 80 institutional investors held Southern Missouri Bancorp (SMBC) as of Q3 2023, down from 84 in Q2 2023.
  • Funds reported $216M of Southern Missouri Bancorp stock for Q3 2023, down 0.9% quarter-over-quarter.
  • 5 funds opened new Southern Missouri Bancorp positions in Q3 2023 and 8 closed out, a net change of -3 holders.
  • The largest Southern Missouri Bancorp buyer in Q3 2023 was Balboa Wealth Partners, an estimated $681K added.
  • The largest Southern Missouri Bancorp seller in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $2.57M sold.

Based on aggregated 13F filings for Q3 2023.