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Southern Missouri Bancorp
SMBC

83 hedge funds and large institutions have $214M invested in Southern Missouri Bancorp in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.72% less ownership

Funds ownership: 53.62% → 50.9% (-2.7%)

5% less funds holding

Funds holding: 87 → 83 (-4)

10% less capital invested

Capital invested by funds: $238M → $214M (-$23.9M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
31
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$2.23M
2
SCP
Siena Capital Partners
Illinois
+$1.3M
3
Goldman Sachs
Goldman Sachs
New York
+$1.25M
4
Victory Capital Management
Victory Capital Management
Texas
+$906K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$775K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.41M
2
EI
EAM Investors
California
-$1.4M
3
Millennium Management
Millennium Management
New York
-$1.17M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$952K
5
JAM
Jacobs Asset Management
New York
-$878K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
76
Aquatic Capital Management
Illinois
$9K +$9.06K +200 New
UBS Group
77
UBS Group
Switzerland
$6K -$77K -1,701 -92%
Wells Fargo
78
Wells Fargo
California
$5K -$369K -8,150 -99%
QCG
79
Quadrant Capital Group
Ohio
$4K +$3.76K +83 New
LC
80
Lindbrook Capital
California
$2K -$1.4K -31 -41%
S
81
SignatureFD
Georgia
$2K +$1.4K +31 +163%
PA
82
Parallel Advisors
California
$2K +$2.04K +45 New
EI
83
EAM Investors
California
– -$1.4M -28,078 Closed
Millennium Management
84
Millennium Management
New York
– -$1.17M -23,449 Closed
JAM
85
Jacobs Asset Management
New York
– -$878K -17,578 Closed
CIC
86
Cornercap Investment Counsel
Georgia
– -$545K -10,913 Closed
SEI Investments
87
SEI Investments
Pennsylvania
– -$381K -7,858 Closed
First Trust Advisors
88
First Trust Advisors
Illinois
– -$226K -4,532 Closed
PP
89
PDT Partners
New York
– -$203K -4,062 Closed
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
– -$208K -3,863 Closed
Lazard Asset Management
91
Lazard Asset Management
New York
– -$33K -668 Closed
CAM
92
ClariVest Asset Management
California
– -$4K -78 Closed
CS
93
Credit Suisse
Switzerland
– +$362 +8 New
1 2 3
4

SMBC Hedge Fund Activity: Q2 2022 in Review

83 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q2 2022, worth a combined $214M — down 10% from $238M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SMBC and 8 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 31 added.

The largest buyer was Royce & Associates, adding an estimated $2.23M. The largest seller was Fidelity Investments, cutting an estimated $3.41M.

  • 83 institutional investors held Southern Missouri Bancorp (SMBC) as of Q2 2022, down from 87 in Q1 2022.
  • Funds reported $214M of Southern Missouri Bancorp stock for Q2 2022, down 10% quarter-over-quarter.
  • 8 funds opened new Southern Missouri Bancorp positions in Q2 2022 and 11 closed out, a net change of -3 holders.
  • The largest Southern Missouri Bancorp buyer in Q2 2022 was Royce & Associates, an estimated $2.23M added.
  • The largest Southern Missouri Bancorp seller in Q2 2022 was Fidelity Investments, an estimated $3.41M sold.

Based on aggregated 13F filings for Q2 2022.