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Southern Missouri Bancorp

66 hedge funds and large institutions have $150M invested in Southern Missouri Bancorp in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.29% less ownership

Funds ownership: 48.8%47.51% (-1.3%)

4% less funds holding

Funds holding: 6966 (-3)

8% less capital invested

Capital invested by funds: $164M → $150M (-$13.7M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
3
Increased
27
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
51
Federated Hermes
Pennsylvania
$76K +$2.4K +69 +3%
Citigroup
52
Citigroup
New York
$64K -$1.49K -43 -2%
JP Morgan Chase
53
JP Morgan Chase
New York
$61K +$5.87K +169 +10%
Acadian Asset Management
54
Acadian Asset Management
Massachusetts
$46K
Legal & General Group
55
Legal & General Group
United Kingdom
$38K
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$34K -$66.7K -1,920 -66%
SFPIA
57
Stevens First Principles Investment Advisors
California
$34K
AIP
58
Ameritas Investment Partners
Nebraska
$15K
TRCT
59
Tower Research Capital (TRC)
New York
$14K -$1.91K -55 -12%
CCM
60
Copeland Capital Management
Pennsylvania
$10K +$10.7K +308 New
Barclays
61
Barclays
United Kingdom
$9K -$95.4K -2,746 -91%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$6.85K -$4.69K -135 -40%
DA
63
Denali Advisors
California
$2K +$1.88K +54 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$1K -$6.43K -185 -83%
Canada Life
65
Canada Life
Manitoba, Canada
$1K -$104 -3 -11%
MAM
66
Meeder Asset Management
Ohio
$1K +$104 +3 +10%
KCM
67
Kennedy Capital Management
Missouri
-$3.05M -81,741 Closed
Millennium Management
68
Millennium Management
New York
-$349K -9,371 Closed
ZIM
69
ZPR Investment Management
Florida
-$253K -6,777 Closed
HCM
70
Highlander Capital Management
New Jersey
-$106K -2,834 Closed
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
-$19K -500 Closed
AAMU
72
Amundi Asset Management US
Massachusetts
-$7K -200 Closed

SMBC Hedge Fund Activity: Q4 2018 in Review

66 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2018, worth a combined $150M — down 8.4% from $164M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SMBC and 3 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 27 added.

The largest buyer was Vanguard Group, adding an estimated $2.84M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $3.05M sold.

  • 66 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2018, down from 69 in Q3 2018.
  • Funds reported $150M of Southern Missouri Bancorp stock for Q4 2018, down 8.4% quarter-over-quarter.
  • 3 funds opened new Southern Missouri Bancorp positions in Q4 2018 and 6 closed out, a net change of -3 holders.
  • The largest Southern Missouri Bancorp buyer in Q4 2018 was Vanguard Group, an estimated $2.84M added.
  • The largest Southern Missouri Bancorp seller in Q4 2018 was Kennedy Capital Management, an estimated $3.05M sold.

Based on aggregated 13F filings for Q4 2018.