We are live on ! Find out more
SMBC icon

Southern Missouri Bancorp

84 hedge funds and large institutions have $218M invested in Southern Missouri Bancorp in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

8% more capital invested

Capital invested by funds: $201M → $218M (+$16.3M)

2.36% more ownership

Funds ownership: 47.6%49.96% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less funds holding

Funds holding: 9084 (-6)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
84
Holders Change
-6
Holders Change %
-6.67%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
35
Reduced
30
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
51
Los Angeles Capital Management
California
$288K -$37K -1,005 -12%
AQR Capital Management
52
AQR Capital Management
Connecticut
$287K +$275K +7,466 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$284K +$24.3K +661 +10%
AllianceBernstein
54
AllianceBernstein
Tennessee
$282K +$53K +1,440 +24%
AWA
55
Arete Wealth Advisors
Illinois
$260K +$249K +6,750 New
JP Morgan Chase
56
JP Morgan Chase
New York
$257K +$22.4K +607 +10%
UBS Group
57
UBS Group
Switzerland
$235K +$103K +2,809 +85%
Legal & General Group
58
Legal & General Group
United Kingdom
$226K +$93.3K +2,534 +76%
Bank of America
59
Bank of America
North Carolina
$224K -$91.4K -2,482 -30%
TFP
60
Triune Financial Partners
Kansas
$223K
SB
61
Simmons Bank
Arkansas
$213K
EFSCE
62
Enterprise Financial Services Corp (EFSC)
Missouri
$204K -$129K -3,500 -40%
MIM
63
MetLife Investment Management
New Jersey
$181K +$13.5K +366 +8%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$160K -$331 -9 -0.2%
AIG
65
American International Group
New York
$159K +$15.1K +411 +11%
Wells Fargo
66
Wells Fargo
California
$126K +$69.8K +1,895 +137%
Deutsche Bank
67
Deutsche Bank
Germany
$123K -$59.6K -1,619 -34%
Citigroup
68
Citigroup
New York
$108K +$95.9K +2,605 +1,316%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$88.4K -$59.7K -1,621 -41%
Federated Hermes
70
Federated Hermes
Pennsylvania
$84.4K -$36.9K -1,001 -31%
Canada Life
71
Canada Life
Manitoba, Canada
$66K
LSV Asset Management
72
LSV Asset Management
Illinois
$50K
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$39.1K +$663 +18 +2%
AB
74
Amalgamated Bank
New York
$30K
AIP
75
Ameritas Investment Partners
Nebraska
$26.5K

SMBC Hedge Fund Activity: Q2 2023 in Review

84 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q2 2023, worth a combined $218M — up 8.1% from $201M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SMBC and 9 opened new positions — a net loss of 6 holders — while 30 trimmed existing stakes and 35 added.

The largest buyer was Fidelity Investments, adding an estimated $9.18M. The largest seller was FJ Capital Management, cutting an estimated $1.62M.

  • 84 institutional investors held Southern Missouri Bancorp (SMBC) as of Q2 2023, down from 90 in Q1 2023.
  • Funds reported $218M of Southern Missouri Bancorp stock for Q2 2023, up 8.1% quarter-over-quarter.
  • 9 funds opened new Southern Missouri Bancorp positions in Q2 2023 and 15 closed out, a net change of -6 holders.
  • The largest Southern Missouri Bancorp buyer in Q2 2023 was Fidelity Investments, an estimated $9.18M added.
  • The largest Southern Missouri Bancorp seller in Q2 2023 was FJ Capital Management, an estimated $1.62M sold.

Based on aggregated 13F filings for Q2 2023.