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Southern Missouri Bancorp
SMBC

Overview Fund Activity

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
Holders
80
Holders Change
-4
Holders Change %
-4.76%
% of All Funds
1.28%
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
$616K
2
Fidelity Investments
Fidelity Investments
Massachusetts
$31.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$11.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$21.4M
5
Millennium Management
Millennium Management
New York
$350K

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
2
BlackRock
BlackRock
New York
$24M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7M
4
Ameriprise
Ameriprise
Minnesota
$0
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$661K
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$746K -$109K -2,820 -13%
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$720K – – –
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$661K -$375K -9,700 -36%
Goldman Sachs
29
Goldman Sachs
New York
$657K -$165K -4,252 -20%
BWP
30
Balboa Wealth Partners
Arizona
$616K +$616K +15,930 New
EF
31
Empowered Funds
Pennsylvania
$585K +$42.8K +1,106 +8%
SMC
32
Smith, Moore & Co
Missouri
$579K -$21.9K -566 -4%
Morgan Stanley
33
Morgan Stanley
New York
$544K +$83.6K +2,162 +18%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$503K +$6.42K +166 +1%
Barclays
35
Barclays
United Kingdom
$469K -$7.42K -192 -2%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$460K -$228K -5,900 -33%
IAA
37
Independent Advisor Alliance
North Carolina
$459K -$232K -6,000 -34%
ROC
38
River Oaks Capital
Minnesota
$417K -$28.3K -731 -6%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$403K -$34.4K -888 -8%
Invesco
40
Invesco
Georgia
$383K +$3.44K +89 +0.9%
UB
41
UMB Bank
Missouri
$377K -$28.9K -747 -7%
NYLIM
42
New York Life Investment Management
New York
$368K -$58.9K -1,522 -14%
MAM
43
Martingale Asset Management
Massachusetts
$359K – – –
Millennium Management
44
Millennium Management
New York
$350K +$350K +9,045 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$323K +$21.1K +546 +7%
WF
46
Welch & Forbes
Massachusetts
$321K -$23.3K -602 -7%
CS
47
Credit Suisse
Switzerland
$303K -$19.9K -514 -6%
Stifel Financial
48
Stifel Financial
Missouri
$294K – – –
Bank of America
49
Bank of America
North Carolina
$288K +$62.3K +1,610 +28%
AllianceBernstein
50
AllianceBernstein
Tennessee
$277K -$7.35K -190 -3%
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