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Southern Missouri Bancorp
SMBC

64 hedge funds and large institutions have $176M invested in Southern Missouri Bancorp in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

31% more capital invested

Capital invested by funds: $134M → $176M (+$42M)

7% more funds holding

Funds holding: 60 → 64 (+4)

1.32% more ownership

Funds ownership: 48.37% → 49.69% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
19
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.18M
2
BlackRock
BlackRock
New York
+$1.73M
3
RA
Royce & Associates
New York
+$1.1M
4
Goldman Sachs
Goldman Sachs
New York
+$1.04M
5
MCM
Maltese Capital Management
New York
+$941K

Top Sellers

Rank Fund Capital Flow
1
JAM
Jacobs Asset Management
New York
-$2.73M
2
Northern Trust
Northern Trust
Illinois
-$876K
3
Renaissance Technologies
Renaissance Technologies
New York
-$832K
4
Wells Fargo
Wells Fargo
California
-$569K
5
State Street
State Street
Massachusetts
-$343K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$103K -$569K -15,904 -86%
Federated Hermes
52
Federated Hermes
Pennsylvania
$87K – – –
UBS Group
53
UBS Group
Switzerland
$65K +$10.7K +300 +22%
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$54K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$39K – – –
AIP
56
Ameritas Investment Partners
Nebraska
$27K – – –
TRCT
57
Tower Research Capital (TRC)
New York
$23K -$108K -3,024 -83%
Legal & General Group
58
Legal & General Group
United Kingdom
$23K -$3.51K -98 -14%
Citigroup
59
Citigroup
New York
$20K -$35K -977 -66%
Lazard Asset Management
60
Lazard Asset Management
New York
$17K – – –
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$8K -$35.1K -982 -83%
PAM
62
Panagora Asset Management
Massachusetts
$7K +$6.01K +168 New
Osaic Holdings
63
Osaic Holdings
Arizona
$3K – – –
AIG
64
American International Group
New York
$174 -$1.82K -51 -1%
Squarepoint
65
Squarepoint
New York
– -$255K -8,377 Closed
GCP
66
GSA Capital Partners
United Kingdom
– -$237K -7,777 Closed
Millennium Management
67
Millennium Management
New York
– -$201K -6,600 Closed
DA
68
Denali Advisors
California
– -$96K -3,170 Closed
1 2
3

SMBC Hedge Fund Activity: Q1 2021 in Review

64 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2021, worth a combined $176M — up 31% from $134M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SMBC positions and 4 closed out — a net gain of 4 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.18M. The largest seller was Jacobs Asset Management, cutting an estimated $2.73M.

  • 64 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2021, up from 60 in Q4 2020.
  • Funds reported $176M of Southern Missouri Bancorp stock for Q1 2021, up 31% quarter-over-quarter.
  • 8 funds opened new Southern Missouri Bancorp positions in Q1 2021 and 4 closed out, a net change of +4 holders.
  • The largest Southern Missouri Bancorp buyer in Q1 2021 was Fidelity Investments, an estimated $2.18M added.
  • The largest Southern Missouri Bancorp seller in Q1 2021 was Jacobs Asset Management, an estimated $2.73M sold.

Based on aggregated 13F filings for Q1 2021.