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Southern Missouri Bancorp

92 hedge funds and large institutions have $247M invested in Southern Missouri Bancorp in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

7% more funds holding

Funds holding: 8692 (+6)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.09% less ownership

Funds ownership: 49.85%49.76% (-0.09%)

18% less capital invested

Capital invested by funds: $302M → $247M (-$54.5M)

Holders
92
Holders Change
+6
Holders Change %
+6.98%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
29
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$964K +$335K +7,427 +51%
Assenagon Asset Management
27
Assenagon Asset Management
Luxembourg
$919K +$401K +8,906 +74%
FMWA
28
Forvis Mazars Wealth Advisors
Missouri
$861K +$888K +19,709 New
Swiss National Bank
29
Swiss National Bank
Switzerland
$828K
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$813K
BCM
31
BTC Capital Management
Iowa
$801K +$826K +18,335 New
Victory Capital Management
32
Victory Capital Management
Texas
$787K +$45K +1,000 +6%
EF
33
Empowered Funds
Pennsylvania
$774K +$55.2K +1,225 +7%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$765K -$18K -400 -2%
Barclays
35
Barclays
United Kingdom
$761K -$288K -6,396 -27%
JP Morgan Chase
36
JP Morgan Chase
New York
$735K +$319K +7,092 +73%
BWP
37
Balboa Wealth Partners
Arizona
$707K +$11K +245 +2%
FFB
38
First Financial Bankshares
Texas
$673K
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$616K +$20.1K +447 +3%
Two Sigma Investments
40
Two Sigma Investments
New York
$552K +$165K +3,666 +41%
CIC
41
Cornercap Investment Counsel
Georgia
$549K +$566K +12,559 New
IAA
42
Independent Advisor Alliance
North Carolina
$518K
SMC
43
Smith, Moore & Co
Missouri
$517K -$111K -2,469 -17%
UBS Group
44
UBS Group
Switzerland
$471K -$6.8K -151 -1%
UB
45
UMB Bank
Missouri
$426K
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$420K -$23.2K -516 -5%
MAM
47
Martingale Asset Management
Massachusetts
$392K
Legal & General Group
48
Legal & General Group
United Kingdom
$358K
CS
49
Credit Suisse
Switzerland
$351K +$41.2K +915 +13%
AllianceBernstein
50
AllianceBernstein
Tennessee
$324K +$14.4K +320 +5%

SMBC Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2024, worth a combined $247M — down 18% from $302M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SMBC positions and 9 closed out — a net gain of 6 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was American Century Companies, adding an estimated $1.28M. The largest seller was Morgan Stanley, cutting an estimated $1.69M.

  • 92 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $247M of Southern Missouri Bancorp stock for Q1 2024, down 18% quarter-over-quarter.
  • 15 funds opened new Southern Missouri Bancorp positions in Q1 2024 and 9 closed out, a net change of +6 holders.
  • The largest Southern Missouri Bancorp buyer in Q1 2024 was American Century Companies, an estimated $1.28M added.
  • The largest Southern Missouri Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $1.69M sold.

Based on aggregated 13F filings for Q1 2024.