Southern Missouri Bancorp
SMBC
60 hedge funds and large institutions have $134M invested in Southern Missouri Bancorp in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 4 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 17
27% more capital invested
Capital invested by funds: $106M → $134M (+$28.2M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
2% more funds holding
Funds holding: 59 → 60 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.97% less ownership
Funds ownership: 49.34% → 48.37% (-0.97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.22M |
| 2 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$1.58M |
| 3 |
RA
Royce & Associates
New York
|
+$764K |
| 4 |
BlackRock
New York
|
+$719K |
| 5 |
JP Morgan Chase
New York
|
+$455K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jacobs Asset Management
New York
|
-$3.52M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.58M |
| 3 |
MCM
Maltese Capital Management
New York
|
-$2.19M |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$571K |
| 5 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$496K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| $45K | +$30.9K | +1,111 | +300% |
|
52
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| $42K | – | – | – |
|
53
UBS Group
Zurich,
Switzerland
| $41K | +$37.7K | +1,359 | New |
|
54
Bank of Montreal
Toronto,
Ontario, Canada
| $38K | -$458K | -16,487 | -93% |
|
55
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $30K | – | – | – |
|
|
AIP
56
Ameritas Investment Partners
Lincoln,
Nebraska
| $21K | – | – | – |
|
57
Legal & General Group
London,
United Kingdom
| $21K | – | – | – |
|
58
Lazard Asset Management
New York
| $13K | +$9.67K | +348 | +391% |
|
59
Osaic Holdings
Scottsdale,
Arizona
| $3K | – | – | – |
|
|
AIG
60
American International Group
New York
| $136 | -$3.53K | -127 | -3% |
|
|
MCM
61
Maltese Capital Management
New York
| – | -$2.19M | -92,735 | Closed |
|
|
MAM
62
Martingale Asset Management
Boston,
Massachusetts
| – | -$571K | -24,207 | Closed |
|
|
CIC
63
Cornercap Investment Counsel
Atlanta,
Georgia
| – | -$496K | -21,025 | Closed |
|
|
PAM
64
Panagora Asset Management
Boston,
Massachusetts
| – | -$7K | -288 | Closed |
|
SMBC Hedge Fund Activity: Q4 2020 in Review
60 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2020, worth a combined $134M — up 27% from $106M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SMBC positions and 4 closed out — a net gain of 1 holder — while 26 added to existing stakes and 17 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $3.22M. The largest seller was Jacobs Asset Management, cutting an estimated $3.52M.
- 60 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2020, up from 59 in Q3 2020.
- Funds reported $134M of Southern Missouri Bancorp stock for Q4 2020, up 27% quarter-over-quarter.
- 5 funds opened new Southern Missouri Bancorp positions in Q4 2020 and 4 closed out, a net change of +1 holder.
- The largest Southern Missouri Bancorp buyer in Q4 2020 was Fidelity Investments, an estimated $3.22M added.
- The largest Southern Missouri Bancorp seller in Q4 2020 was Jacobs Asset Management, an estimated $3.52M sold.
Based on aggregated 13F filings for Q4 2020.