Southern Missouri Bancorp
SMBC
80 hedge funds and large institutions have $204M invested in Southern Missouri Bancorp in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 6 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 24
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.24% less ownership
Funds ownership: 51.56% → 51.32% (-0.24%)
2% less funds holding
Funds holding: 82 → 80 (-2)
16% less capital invested
Capital invested by funds: $243M → $204M (-$39.2M)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$3.99M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.24M |
| 3 |
Swiss National Bank
Zurich,
Switzerland
|
+$954K |
| 4 |
Renaissance Technologies
New York
|
+$680K |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$644K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.07M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$959K |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$642K |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$619K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$602K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LC
76
Lindbrook Capital
Calabasas,
California
| $5.27K | +$3.52K | +70 | +156% |
|
|
PA
77
Parallel Advisors
San Francisco,
California
| $2.06K | – | – | – |
|
|
S
78
SignatureFD
Atlanta,
Georgia
| $871 | -$705 | -14 | -42% |
|
|
IAA
79
Independent Advisor Alliance
Charlotte,
North Carolina
| $818 | – | – | – |
|
|
80
Citadel Advisors
Miami,
Florida
| – | -$602K | -11,808 | Closed |
|
|
GC
81
Globeflex Capital
San Diego,
California
| – | -$406K | -7,948 | Closed |
|
82
HSBC Holdings
London,
United Kingdom
| – | -$323K | -6,260 | Closed |
|
|
QC
83
Quadrature Capital
London,
United Kingdom
| – | -$300K | -5,881 | Closed |
|
|
DFCM
84
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$95K | -1,871 | Closed |
|
85
Wells Fargo
San Francisco,
California
| – | -$1.01K | -20 | Closed |
|
|
C
86
Covestor
London,
United Kingdom
| – | -$50 | -1 | -14% |
|
SMBC Hedge Fund Activity: Q4 2022 in Review
80 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2022, worth a combined $204M — down 16% from $243M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SMBC and 5 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 34 added.
The largest buyer was FJ Capital Management, adding an estimated $3.99M. The largest seller was Fidelity Investments, cutting an estimated $7.07M.
- 80 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2022, down from 82 in Q3 2022.
- Funds reported $204M of Southern Missouri Bancorp stock for Q4 2022, down 16% quarter-over-quarter.
- 5 funds opened new Southern Missouri Bancorp positions in Q4 2022 and 6 closed out, a net change of -1 holder.
- The largest Southern Missouri Bancorp buyer in Q4 2022 was FJ Capital Management, an estimated $3.99M added.
- The largest Southern Missouri Bancorp seller in Q4 2022 was Fidelity Investments, an estimated $7.07M sold.
Based on aggregated 13F filings for Q4 2022.