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Southern Missouri Bancorp
SMBC

86 hedge funds and large institutions have $302M invested in Southern Missouri Bancorp in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

40% more capital invested

Capital invested by funds: $216M → $302M (+$86.1M)

8% more funds holding

Funds holding: 80 → 86 (+6)

0.68% more ownership

Funds ownership: 49.17% → 49.85% (+0.68%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
36
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$3.84M
2
Morgan Stanley
Morgan Stanley
New York
+$2.04M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
+$1.34M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$795K

Top Sellers

1
FCM
FJ Capital Management
Virginia
-$5.79M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$3.57M
3
State Street
State Street
Massachusetts
-$583K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$500K
5
Millennium Management
Millennium Management
New York
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$1.23M +$269K +6,040 +35%
Swiss National Bank
27
Swiss National Bank
Switzerland
$1.01M -$89K -2,000 -10%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$995K – – –
Two Sigma Advisers
29
Two Sigma Advisers
New York
$956K +$267K +6,000 +50%
Goldman Sachs
30
Goldman Sachs
New York
$938K +$25.8K +579 +3%
Victory Capital Management
31
Victory Capital Management
Texas
$908K -$101K -2,280 -12%
EF
32
Empowered Funds
Pennsylvania
$880K +$59.8K +1,344 +9%
BWP
33
Balboa Wealth Partners
Arizona
$851K – – –
FFB
34
First Financial Bankshares
Texas
$822K +$685K +15,387 New
Invesco
35
Invesco
Georgia
$781K +$211K +4,737 +48%
SMC
36
Smith, Moore & Co
Missouri
$763K -$30.2K -679 -5%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$728K +$28.8K +648 +5%
Assenagon Asset Management
38
Assenagon Asset Management
Luxembourg
$647K +$539K +12,111 New
IAA
39
Independent Advisor Alliance
North Carolina
$633K – – –
Bank of America
40
Bank of America
North Carolina
$618K +$184K +4,133 +56%
UBS Group
41
UBS Group
Switzerland
$583K +$220K +4,948 +83%
Citadel Advisors
42
Citadel Advisors
Florida
$554K +$462K +10,376 New
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$541K -$12.9K -291 -3%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$521K +$63K +1,415 +17%
UB
45
UMB Bank
Missouri
$520K – – –
JP Morgan Chase
46
JP Morgan Chase
New York
$519K +$172K +3,855 +66%
NYLIM
47
New York Life Investment Management
New York
$493K -$12.1K -271 -3%
MAM
48
Martingale Asset Management
Massachusetts
$479K -$13.8K -310 -3%
Two Sigma Investments
49
Two Sigma Investments
New York
$478K +$398K +8,953 New
Legal & General Group
50
Legal & General Group
United Kingdom
$437K +$81K +1,820 +29%
1
2
3 4

SMBC Hedge Fund Activity: Q4 2023 in Review

86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2023, worth a combined $302M — up 40% from $216M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SMBC positions and 4 closed out — a net gain of 8 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $3.84M. The largest seller was FJ Capital Management, cutting an estimated $5.79M.

  • 86 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2023, up from 80 in Q3 2023.
  • Funds reported $302M of Southern Missouri Bancorp stock for Q4 2023, up 40% quarter-over-quarter.
  • 12 funds opened new Southern Missouri Bancorp positions in Q4 2023 and 4 closed out, a net change of +8 holders.
  • The largest Southern Missouri Bancorp buyer in Q4 2023 was BlackRock, an estimated $3.84M added.
  • The largest Southern Missouri Bancorp seller in Q4 2023 was FJ Capital Management, an estimated $5.79M sold.

Based on aggregated 13F filings for Q4 2023.