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Southern Missouri Bancorp
SMBC

86 hedge funds and large institutions have $226M invested in Southern Missouri Bancorp in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

23% more funds holding

Funds holding: 70 → 86 (+16)

15% more capital invested

Capital invested by funds: $196M → $226M (+$29.4M)

3.62% more ownership

Funds ownership: 49.11% → 52.73% (+3.6%)

Holders
86
Holders Change
+16
Holders Change %
+22.86%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
25
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EIP
Epoch Investment Partners
New York
+$10.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.6M
3
EI
EAM Investors
California
+$1.44M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$918K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$632K

Top Sellers

Rank Fund Capital Flow
1
JAM
Jacobs Asset Management
New York
-$5.06M
2
RA
Royce & Associates
New York
-$4.1M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$2.43M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.52M
5
BlackRock
BlackRock
New York
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
76
Lazard Asset Management
New York
$25K +$2.81K +54 +12%
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$24K – – –
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.6K +$159K +3,060 +0.9%
ACM
79
Aquatic Capital Management
Illinois
$16K +$15.6K +300 New
TRCT
80
Tower Research Capital (TRC)
New York
$10K +$2.4K +46 +30%
CAM
81
ClariVest Asset Management
California
$4K – – –
Osaic Holdings
82
Osaic Holdings
Arizona
$4K – – –
PA
83
Parallel Advisors
California
$1K +$730 +14 New
Hotchkis & Wiley Capital Management
84
Hotchkis & Wiley Capital Management
California
– -$2.43M -54,060 Closed
Ameriprise
85
Ameriprise
Minnesota
– -$267K -5,946 Closed
Invesco
86
Invesco
Georgia
– -$205K -4,574 Closed
CTC
87
Central Trust Company
Missouri
– -$104K -2,320 Closed
Toronto Dominion Bank
88
Toronto Dominion Bank
Ontario, Canada
– +$52 +1 New
MAM
89
Meeder Asset Management
Ohio
– +$104 +2 New
EI
90
Ellevest Inc
New York
– +$469 +9 New
1 2 3
4

SMBC Hedge Fund Activity: Q4 2021 in Review

86 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2021, worth a combined $226M — up 15% from $196M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SMBC positions and 4 closed out — a net gain of 16 holders — while 25 added to existing stakes and 20 trimmed.

The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $10.6M. The largest seller was Jacobs Asset Management, cutting an estimated $5.06M.

  • 86 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2021, up from 70 in Q3 2021.
  • Funds reported $226M of Southern Missouri Bancorp stock for Q4 2021, up 15% quarter-over-quarter.
  • 20 funds opened new Southern Missouri Bancorp positions in Q4 2021 and 4 closed out, a net change of +16 holders.
  • The largest Southern Missouri Bancorp buyer in Q4 2021 was Epoch Investment Partners, an estimated $10.6M added.
  • The largest Southern Missouri Bancorp seller in Q4 2021 was Jacobs Asset Management, an estimated $5.06M sold.

Based on aggregated 13F filings for Q4 2021.