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Southern Missouri Bancorp
SMBC

70 hedge funds and large institutions have $196M invested in Southern Missouri Bancorp in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

8% more funds holding

Funds holding: 65 → 70 (+5)

3% less capital invested

Capital invested by funds: $202M → $196M (-$5.34M)

1.16% less ownership

Funds ownership: 50.27% → 49.11% (-1.2%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
70
Holders Change
+5
Holders Change %
+7.69%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
10
Increased
23
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.05M
3
Millennium Management
Millennium Management
New York
+$912K
4
Renaissance Technologies
Renaissance Technologies
New York
+$881K
5
Morgan Stanley
Morgan Stanley
New York
+$566K

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$15.9M
2
JAM
Jacobs Asset Management
New York
-$3.24M
3
RA
Royce & Associates
New York
-$1.79M
4
Goldman Sachs
Goldman Sachs
New York
-$1.18M
5
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
-$292K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$163K -$34.9K -779 -18%
SO
52
STRS Ohio
Ohio
$157K – – –
MIM
53
MetLife Investment Management
New Jersey
$136K – – –
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
$107K – – –
CTC
55
Central Trust Company
Missouri
$104K +$104K +2,320 New
Federated Hermes
56
Federated Hermes
Pennsylvania
$99K – – –
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$90.9K +$47.7K +1,067 +111%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$61K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$45K – – –
HIM
60
Hillsdale Investment Management
Ontario, Canada
$45K +$44.7K +1,000 New
Citigroup
61
Citigroup
New York
$40K +$23.1K +516 +141%
AIP
62
Ameritas Investment Partners
Nebraska
$31K – – –
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$31K +$31.3K +700 New
Legal & General Group
64
Legal & General Group
United Kingdom
$29K +$2.55K +57 +10%
Lazard Asset Management
65
Lazard Asset Management
New York
$19K – – –
UBS Group
66
UBS Group
Switzerland
$12K +$12K +269 New
TRCT
67
Tower Research Capital (TRC)
New York
$7K -$12.7K -283 -65%
CAM
68
ClariVest Asset Management
California
$4K – – –
Osaic Holdings
69
Osaic Holdings
Arizona
$3K +$3.09K +69 New
Nisa Investment Advisors
70
Nisa Investment Advisors
Missouri
$19 – – –
First Trust Advisors
71
First Trust Advisors
Illinois
– -$208K -4,633 Closed
SEI Investments
72
SEI Investments
Pennsylvania
– -$203K -4,526 Closed
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
– -$124K -2,750 Closed
ASN
74
Advisory Services Network
Georgia
– -$67K -1,500 Closed
PAM
75
Panagora Asset Management
Massachusetts
– -$7K -155 Closed
1 2
3

SMBC Hedge Fund Activity: Q3 2021 in Review

70 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q3 2021, worth a combined $196M — down 2.6% from $202M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SMBC positions and 5 closed out — a net gain of 5 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $10.2M. The largest seller was FJ Capital Management, cutting an estimated $15.9M.

  • 70 institutional investors held Southern Missouri Bancorp (SMBC) as of Q3 2021, up from 65 in Q2 2021.
  • Funds reported $196M of Southern Missouri Bancorp stock for Q3 2021, down 2.6% quarter-over-quarter.
  • 10 funds opened new Southern Missouri Bancorp positions in Q3 2021 and 5 closed out, a net change of +5 holders.
  • The largest Southern Missouri Bancorp buyer in Q3 2021 was Fidelity Investments, an estimated $10.2M added.
  • The largest Southern Missouri Bancorp seller in Q3 2021 was FJ Capital Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2021.