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Southern Missouri Bancorp
SMBC

68 hedge funds and large institutions have $168M invested in Southern Missouri Bancorp in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

9% more capital invested

Capital invested by funds: $153M → $168M (+$14.4M)

3% more funds holding

Funds holding: 66 → 68 (+2)

0.46% more ownership

Funds ownership: 47.26% → 47.72% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
4
Increased
28
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$1.94M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$1.75M
3
RA
Royce & Associates
New York
+$1.05M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$419K
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$307K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.13M
2
MCM
Maltese Capital Management
New York
-$729K
3
ROC
River Oaks Capital
Minnesota
-$492K
4
RA
Raffles Associates
New York
-$401K
5
OAM
Oxford Asset Management
United Kingdom
-$353K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
51
Bank of America
North Carolina
$88K -$27.8K -762 -25%
Federated Hermes
52
Federated Hermes
Pennsylvania
$85K – – –
UBS Group
53
UBS Group
Switzerland
$70K +$55.3K +1,517 +542%
Citigroup
54
Citigroup
New York
$69K -$18.2K -499 -22%
JP Morgan Chase
55
JP Morgan Chase
New York
$56K +$2.73K +75 +5%
Legal & General Group
56
Legal & General Group
United Kingdom
$43K – – –
SFPIA
57
Stevens First Principles Investment Advisors
California
$39K – – –
Barclays
58
Barclays
United Kingdom
$31K -$30.2K -828 -51%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$25K +$23.7K +650 New
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$20K – – –
AIP
61
Ameritas Investment Partners
Nebraska
$18K – – –
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$10.6K -$53.9K -1,479 -85%
AAMU
63
Amundi Asset Management US
Massachusetts
$8K – – –
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$6K +$5.76K +158 New
PIA
65
Piedmont Investment Advisors
North Carolina
$5K +$4.48K +123 New
TRCT
66
Tower Research Capital (TRC)
New York
$2K -$401 -11 -20%
MAM
67
Meeder Asset Management
Ohio
$1.05K – – –
Canada Life
68
Canada Life
Manitoba, Canada
$1K – – –
OAM
69
Oxford Asset Management
United Kingdom
– -$353K -9,642 Closed
DA
70
Denali Advisors
California
– -$5K -134 Closed
1 2
3

SMBC Hedge Fund Activity: Q2 2018 in Review

68 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q2 2018, worth a combined $168M — up 9.4% from $153M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SMBC positions and 2 closed out — a net gain of 2 holders — while 28 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $1.94M. The largest seller was Fidelity Investments, cutting an estimated $2.13M.

  • 68 institutional investors held Southern Missouri Bancorp (SMBC) as of Q2 2018, up from 66 in Q1 2018.
  • Funds reported $168M of Southern Missouri Bancorp stock for Q2 2018, up 9.4% quarter-over-quarter.
  • 4 funds opened new Southern Missouri Bancorp positions in Q2 2018 and 2 closed out, a net change of +2 holders.
  • The largest Southern Missouri Bancorp buyer in Q2 2018 was BlackRock, an estimated $1.94M added.
  • The largest Southern Missouri Bancorp seller in Q2 2018 was Fidelity Investments, an estimated $2.13M sold.

Based on aggregated 13F filings for Q2 2018.