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Southern Missouri Bancorp
SMBC

86 hedge funds and large institutions have $302M invested in Southern Missouri Bancorp in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

40% more capital invested

Capital invested by funds: $216M → $302M (+$86.1M)

8% more funds holding

Funds holding: 80 → 86 (+6)

0.68% more ownership

Funds ownership: 49.17% → 49.85% (+0.68%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
36
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.84M
2
Morgan Stanley
Morgan Stanley
New York
+$2.04M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
+$1.34M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$795K

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$5.79M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$3.57M
3
State Street
State Street
Massachusetts
-$583K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$500K
5
Millennium Management
Millennium Management
New York
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
WF
51
Welch & Forbes
Massachusetts
$409K -$27.8K -625 -8%
Los Angeles Capital Management
52
Los Angeles Capital Management
California
$380K +$50.3K +1,130 +19%
CS
53
Credit Suisse
Switzerland
$380K -$31.8K -715 -9%
AllianceBernstein
54
AllianceBernstein
Tennessee
$379K -$2.67K -60 -0.8%
AWA
55
Arete Wealth Advisors
Illinois
$360K – – –
TFP
56
Triune Financial Partners
Kansas
$310K – – –
Janus Henderson Group
57
Janus Henderson Group
United Kingdom
$305K -$356 -8 -0.1%
SG Americas Securities
58
SG Americas Securities
New York
$300K +$68.4K +1,538 +38%
SB
59
Simmons Bank
Arkansas
$296K – – –
EFSCE
60
Enterprise Financial Services Corp (EFSC)
Missouri
$283K – – –
AIG
61
American International Group
New York
$252K +$19.4K +437 +10%
MIM
62
MetLife Investment Management
New Jersey
$251K – – –
Deutsche Bank
63
Deutsche Bank
Germany
$250K – – –
Stifel Financial
64
Stifel Financial
Missouri
$240K -$138K -3,103 -41%
WJWM
65
Williams Jones Wealth Management
New York
$232K +$194K +4,350 New
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$229K +$191K +4,283 New
CA
67
Cetera Advisors
Colorado
$226K +$188K +4,231 New
VOYA Investment Management
68
VOYA Investment Management
Georgia
$226K +$188K +4,230 New
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$223K +$178 +4 +0.1%
Canada Life
70
Canada Life
Manitoba, Canada
$174K +$70.1K +1,575 +91%
Wells Fargo
71
Wells Fargo
California
$156K +$35.5K +797 +37%
DA
72
Denali Advisors
California
$139K +$116K +2,600 New
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$136K -$54.5K -1,226 -33%
Federated Hermes
74
Federated Hermes
Pennsylvania
$116K -$445 -10 -0.5%
Citigroup
75
Citigroup
New York
$80.7K +$63K +1,416 +1,475%
1 2
3
4

SMBC Hedge Fund Activity: Q4 2023 in Review

86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2023, worth a combined $302M — up 40% from $216M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SMBC positions and 4 closed out — a net gain of 8 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $3.84M. The largest seller was FJ Capital Management, cutting an estimated $5.79M.

  • 86 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2023, up from 80 in Q3 2023.
  • Funds reported $302M of Southern Missouri Bancorp stock for Q4 2023, up 40% quarter-over-quarter.
  • 12 funds opened new Southern Missouri Bancorp positions in Q4 2023 and 4 closed out, a net change of +8 holders.
  • The largest Southern Missouri Bancorp buyer in Q4 2023 was BlackRock, an estimated $3.84M added.
  • The largest Southern Missouri Bancorp seller in Q4 2023 was FJ Capital Management, an estimated $5.79M sold.

Based on aggregated 13F filings for Q4 2023.