Southern Missouri Bancorp
SMBC
62 hedge funds and large institutions have $112M invested in Southern Missouri Bancorp in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
59% more capital invested
Capital invested by funds: $70.2M → $112M (+$41.7M)
42.52% more ownership
Funds ownership: 0% → 42.52% (+43%)
40% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 15
19% more funds holding
Funds holding: 52 → 62 (+10)
Top Buyers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.73M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$942K |
| 3 |
State Street
Boston,
Massachusetts
|
+$552K |
| 4 |
Morgan Stanley
New York
|
+$452K |
| 5 |
JP Morgan Chase
New York
|
+$340K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFPIA
51
Stevens First Principles Investment Advisors
Newport Beach,
California
| $35K | +$28.4K | +1,000 | New |
|
52
Legal & General Group
London,
United Kingdom
| $34K | +$27.5K | +968 | New |
|
|
AIM
53
Acrospire Investment Management
Chicago,
Illinois
| $30K | -$44.9K | -1,579 | -65% |
|
54
Bank of America
Charlotte,
North Carolina
| $28K | +$15.7K | +551 | +218% |
|
55
SEI Investments
Oaks,
Pennsylvania
| $21K | – | – | – |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| $21K | +$16.2K | +570 | New |
|
57
Bank of Montreal
Toronto,
Ontario, Canada
| $14K | – | – | – |
|
58
BNP Paribas Financial Markets
Paris,
France
| $11.1K | -$2.39K | -84 | -21% |
|
59
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | +$6.85K | +241 | New |
|
60
BlackRock
New York
| $7K | – | – | – |
|
|
DA
61
Denali Advisors
San Diego,
California
| $4K | – | – | – |
|
62
Barclays
London,
United Kingdom
| $2K | -$142 | -5 | -7% |
|
|
KF
63
Krilogy Financial
St. Louis,
Missouri
| – | -$70K | -2,800 | Closed |
|
SMBC Hedge Fund Activity: Q4 2016 in Review
62 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2016, worth a combined $112M — up 59% from $70.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SMBC positions and 1 closed out — a net gain of 11 holders — while 21 added to existing stakes and 15 trimmed.
The largest buyer was Vanguard Group, adding an estimated $2.73M. The largest seller was Maltese Capital Management, cutting an estimated $1.63M.
- 62 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2016, up from 52 in Q3 2016.
- Funds reported $112M of Southern Missouri Bancorp stock for Q4 2016, up 59% quarter-over-quarter.
- 12 funds opened new Southern Missouri Bancorp positions in Q4 2016 and 1 closed out, a net change of +11 holders.
- The largest Southern Missouri Bancorp buyer in Q4 2016 was Vanguard Group, an estimated $2.73M added.
- The largest Southern Missouri Bancorp seller in Q4 2016 was Maltese Capital Management, an estimated $1.63M sold.
Based on aggregated 13F filings for Q4 2016.