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Southern Missouri Bancorp
SMBC

82 hedge funds and large institutions have $243M invested in Southern Missouri Bancorp in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $214M → $243M (+$28.4M)

0.66% more ownership

Funds ownership: 50.9% → 51.56% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less funds holding

Funds holding: 83 → 82 (-1)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
24
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.59M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.63M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.32M
4
First Trust Advisors
First Trust Advisors
Illinois
+$1.21M
5
Invesco
Invesco
Georgia
+$1.17M

Top Sellers

1
RA
Royce & Associates
New York
-$2.61M
2
BlackRock
BlackRock
New York
-$2.31M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.71M
4
Goldman Sachs
Goldman Sachs
New York
-$1.2M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$824K
Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
76
Wipfli Financial Advisors
Wisconsin
$9K +$8.89K +174 New
S
77
SignatureFD
Georgia
$2K -$869 -17 -34%
LC
78
Lindbrook Capital
California
$2K – – –
PA
79
Parallel Advisors
California
$2K – – –
CS
80
Credit Suisse
Switzerland
$2K +$1.89K +37 +463%
Wells Fargo
81
Wells Fargo
California
$1K -$4.14K -81 -80%
RA
82
Royce & Associates
New York
– -$2.61M -57,683 Closed
Assenagon Asset Management
83
Assenagon Asset Management
Luxembourg
– -$619K -13,677 Closed
AQR Capital Management
84
AQR Capital Management
Connecticut
– -$279K -6,167 Closed
Principal Financial Group
85
Principal Financial Group
Iowa
– -$211K -4,659 Closed
HIM
86
Hillsdale Investment Management
Ontario, Canada
– -$59K -1,300 Closed
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
– -$32K -700 Closed
Allspring Global Investments
88
Allspring Global Investments
North Carolina
– -$26K -590 Closed
ACM
89
Aquatic Capital Management
Illinois
– -$9K -200 Closed
UBS Group
90
UBS Group
Switzerland
– -$6K -141 Closed
C
91
Covestor
United Kingdom
– +$358 +7 New
1 2 3
4

SMBC Hedge Fund Activity: Q3 2022 in Review

82 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q3 2022, worth a combined $243M — up 13% from $214M a quarter earlier.

Fund positioning in SMBC was balanced in Q3 2022: 9 funds opened new positions, 9 closed out, 24 added to existing stakes and 27 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $6.59M. The largest seller was Royce & Associates, exiting entirely with an estimated $2.61M sold.

  • 82 institutional investors held Southern Missouri Bancorp (SMBC) as of Q3 2022, down from 83 in Q2 2022.
  • Funds reported $243M of Southern Missouri Bancorp stock for Q3 2022, up 13% quarter-over-quarter.
  • 9 funds opened new Southern Missouri Bancorp positions in Q3 2022 and 9 closed out, a net change of 0 holders.
  • The largest Southern Missouri Bancorp buyer in Q3 2022 was Fidelity Investments, an estimated $6.59M added.
  • The largest Southern Missouri Bancorp seller in Q3 2022 was Royce & Associates, an estimated $2.61M sold.

Based on aggregated 13F filings for Q3 2022.