We are live on ! Find out more
SMBC icon

Southern Missouri Bancorp
SMBC

59 hedge funds and large institutions have $106M invested in Southern Missouri Bancorp in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.91% less ownership

Funds ownership: 50.25% → 49.34% (-0.91%)

5% less capital invested

Capital invested by funds: $111M → $106M (-$5.1M)

9% less funds holding

Funds holding: 65 → 59 (-6)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
59
Holders Change
-6
Holders Change %
-9.23%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
1
Increased
17
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.7M
2
MCM
Maltese Capital Management
New York
+$748K
3
ZCM
Zebra Capital Management
Connecticut
+$287K
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$280K
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$220K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$3.33M
2
JAM
Jacobs Asset Management
New York
-$1.25M
3
Bessemer Group
Bessemer Group
New Jersey
-$530K
4
MAM
Martingale Asset Management
Massachusetts
-$498K
5
Northern Trust
Northern Trust
Illinois
-$150K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$32K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$24K – – –
Legal & General Group
53
Legal & General Group
United Kingdom
$16K -$7.86K -344 -33%
AIP
54
Ameritas Investment Partners
Nebraska
$16K – – –
Citigroup
55
Citigroup
New York
$9K -$15.2K -665 -64%
PAM
56
Panagora Asset Management
Massachusetts
$7K -$127K -5,575 -95%
Lazard Asset Management
57
Lazard Asset Management
New York
$2K – – –
Osaic Holdings
58
Osaic Holdings
Arizona
$2K +$23 +1 +1%
Millennium Management
59
Millennium Management
New York
$211 -$24.2K -1,061 -11%
Bessemer Group
60
Bessemer Group
New Jersey
– -$530K -21,800 Closed
SG Americas Securities
61
SG Americas Securities
New York
– -$101K -4,152 Closed
UBS Group
62
UBS Group
Switzerland
– -$59K -2,430 Closed
CCM
63
Copeland Capital Management
Pennsylvania
– -$12K -504 Closed
OPS
64
Orion Portfolio Solutions
Nebraska
– -$8K -344 Closed
MAM
65
Meeder Asset Management
Ohio
– -$2K -63 Closed
Canada Life
66
Canada Life
Manitoba, Canada
– -$1K -52 Closed
1 2
3

SMBC Hedge Fund Activity: Q3 2020 in Review

59 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q3 2020, worth a combined $106M — down 4.6% from $111M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SMBC and 1 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 17 added.

The largest buyer was BlackRock, adding an estimated $2.7M. The largest seller was Royce & Associates, cutting an estimated $3.33M.

  • 59 institutional investors held Southern Missouri Bancorp (SMBC) as of Q3 2020, down from 65 in Q2 2020.
  • Funds reported $106M of Southern Missouri Bancorp stock for Q3 2020, down 4.6% quarter-over-quarter.
  • 1 fund opened new Southern Missouri Bancorp positions in Q3 2020 and 7 closed out, a net change of -6 holders.
  • The largest Southern Missouri Bancorp buyer in Q3 2020 was BlackRock, an estimated $2.7M added.
  • The largest Southern Missouri Bancorp seller in Q3 2020 was Royce & Associates, an estimated $3.33M sold.

Based on aggregated 13F filings for Q3 2020.