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Southern Missouri Bancorp
SMBC

65 hedge funds and large institutions have $202M invested in Southern Missouri Bancorp in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more capital invested

Capital invested by funds: $176M → $202M (+$25.5M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 64 → 65 (+1)

0.58% more ownership

Funds ownership: 49.69% → 50.27% (+0.58%)

48% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 29

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
15
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.52M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.56M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$591K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$485K
5
AACR
ACR Alpine Capital Research
Missouri
+$350K

Top Sellers

1
JAM
Jacobs Asset Management
New York
-$3.56M
2
BlackRock
BlackRock
New York
-$1.14M
3
MCM
Maltese Capital Management
New York
-$1.04M
4
RA
Royce & Associates
New York
-$1.01M
5
CIC
Cornercap Investment Counsel
Georgia
-$825K
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
51
Metropolitan Life Insurance Company (MetLife)
New York
$107K +$103K +2,385 New
Federated Hermes
52
Federated Hermes
Pennsylvania
$100K -$86 -2 -0.1%
ASN
53
Advisory Services Network
Georgia
$67K +$64.8K +1,500 New
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$61K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$45K – – –
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$43K -$113K -2,609 -73%
AIP
57
Ameritas Investment Partners
Nebraska
$31K – – –
Legal & General Group
58
Legal & General Group
United Kingdom
$26K – – –
TRCT
59
Tower Research Capital (TRC)
New York
$19K -$7.21K -167 -28%
Lazard Asset Management
60
Lazard Asset Management
New York
$19K – – –
Citigroup
61
Citigroup
New York
$17K -$5.91K -137 -27%
PAM
62
Panagora Asset Management
Massachusetts
$7K -$561 -13 -8%
CAM
63
ClariVest Asset Management
California
$4K +$3.37K +78 New
AIG
64
American International Group
New York
$195 -$3.8K -88 -2%
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$19 +$18.6K +430 New
MCM
66
Maltese Capital Management
New York
– -$1.04M -26,300 Closed
CIC
67
Cornercap Investment Counsel
Georgia
– -$825K -20,940 Closed
California Public Employees Retirement System
68
California Public Employees Retirement System
California
– -$621K -15,742 Closed
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
– -$428K -10,869 Closed
UBS Group
70
UBS Group
Switzerland
– -$65K -1,659 Closed
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
– -$8K -204 Closed
Osaic Holdings
72
Osaic Holdings
Arizona
– -$3K -83 Closed
1 2
3

SMBC Hedge Fund Activity: Q2 2021 in Review

65 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q2 2021, worth a combined $202M — up 14% from $176M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SMBC positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 29 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $7.52M. The largest seller was Jacobs Asset Management, cutting an estimated $3.56M.

  • 65 institutional investors held Southern Missouri Bancorp (SMBC) as of Q2 2021, up from 64 in Q1 2021.
  • Funds reported $202M of Southern Missouri Bancorp stock for Q2 2021, up 14% quarter-over-quarter.
  • 8 funds opened new Southern Missouri Bancorp positions in Q2 2021 and 7 closed out, a net change of +1 holder.
  • The largest Southern Missouri Bancorp buyer in Q2 2021 was Fidelity Investments, an estimated $7.52M added.
  • The largest Southern Missouri Bancorp seller in Q2 2021 was Jacobs Asset Management, an estimated $3.56M sold.

Based on aggregated 13F filings for Q2 2021.