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Southern Missouri Bancorp
SMBC

65 hedge funds and large institutions have $139M invested in Southern Missouri Bancorp in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 12

0.9% more ownership

Funds ownership: 47.51% → 48.41% (+0.9%)

2% less funds holding

Funds holding: 66 → 65 (-1)

7% less capital invested

Capital invested by funds: $150M → $139M (-$11M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
6
Increased
29
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
Royce & Associates
New York
+$1.11M
2
Renaissance Technologies
Renaissance Technologies
New York
+$867K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$769K
4
State Street
State Street
Massachusetts
+$706K
5
BlackRock
BlackRock
New York
+$567K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.27M
2
FCM
FJ Capital Management
Virginia
-$988K
3
BCM
Bridgeway Capital Management
Texas
-$712K
4
Morgan Stanley
Morgan Stanley
New York
-$521K
5
CCMG
Clark Capital Management Group
Pennsylvania
-$312K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$57K -$2.03K -59 -3%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$47.8K +$46.4K +1,349 +668%
Marshall Wace
53
Marshall Wace
United Kingdom
$44K +$49.7K +1,443 New
Morgan Stanley
54
Morgan Stanley
New York
$39K -$521K -15,150 -92%
Legal & General Group
55
Legal & General Group
United Kingdom
$34K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$31K – – –
SFPIA
57
Stevens First Principles Investment Advisors
California
$31K – – –
MGIA
58
Moneta Group Investment Advisors
Missouri
$25K +$27.9K +812 New
TRCT
59
Tower Research Capital (TRC)
New York
$16K +$4.47K +130 +32%
AIP
60
Ameritas Investment Partners
Nebraska
$14K – – –
CCM
61
Copeland Capital Management
Pennsylvania
$13K +$3.37K +98 +32%
FIA
62
FNY Investment Advisers
New York
$9K +$10.3K +300 New
DA
63
Denali Advisors
California
$2K – – –
Canada Life
64
Canada Life
Manitoba, Canada
$1K – – –
MAM
65
Meeder Asset Management
Ohio
$1K +$138 +4 +12%
Fidelity Investments
66
Fidelity Investments
Massachusetts
– -$1.27M -37,352 Closed
Invesco
67
Invesco
Georgia
– -$279K -8,236 Closed
Russell Investments Group
68
Russell Investments Group
United Kingdom
– -$233K -6,845 Closed
RC
69
RBF Capital
California
– -$203K -6,000 Closed
RQS
70
Ramsey Quantitative Systems
Kentucky
– -$112K -3,318 Closed
UBS Group
71
UBS Group
Switzerland
– -$108K -3,190 Closed
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
– -$1K -39 Closed
1 2
3

SMBC Hedge Fund Activity: Q1 2019 in Review

65 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2019, worth a combined $139M — down 7.3% from $150M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SMBC and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 29 added.

The largest buyer was Royce & Associates, adding an estimated $1.11M. The largest seller was Fidelity Investments, exiting entirely with an estimated $1.27M sold.

  • 65 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2019, down from 66 in Q4 2018.
  • Funds reported $139M of Southern Missouri Bancorp stock for Q1 2019, down 7.3% quarter-over-quarter.
  • 6 funds opened new Southern Missouri Bancorp positions in Q1 2019 and 7 closed out, a net change of -1 holder.
  • The largest Southern Missouri Bancorp buyer in Q1 2019 was Royce & Associates, an estimated $1.11M added.
  • The largest Southern Missouri Bancorp seller in Q1 2019 was Fidelity Investments, an estimated $1.27M sold.

Based on aggregated 13F filings for Q1 2019.