Southern Missouri Bancorp
SMBC
80 hedge funds and large institutions have $216M invested in Southern Missouri Bancorp in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 8 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.8% less ownership
Funds ownership: 49.96% → 49.17% (-0.8%)
1% less capital invested
Capital invested by funds: $218M → $216M (-$1.95M)
5% less funds holding
Funds holding: 84 → 80 (-4)
28% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 32
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
+$681K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$674K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$536K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$458K |
| 5 |
Millennium Management
New York
|
+$387K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$2.57M |
| 2 |
BlackRock
New York
|
-$633K |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$449K |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$415K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$404K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
76
Tower Research Capital (TRC)
New York
| $19.7K | -$3.72K | -87 | -15% |
|
|
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
| $18.9K | – | – | – |
|
78
Citigroup
New York
| $3.71K | -$116K | -2,707 | -97% |
|
79
Nisa Investment Advisors
St. Louis,
Missouri
| $580 | – | – | – |
|
|
80
Hotchkis & Wiley Capital Management
Los Angeles,
California
| – | -$2.57M | -66,780 | Closed |
|
|
81
Ameriprise
Minneapolis,
Minnesota
| – | -$404K | -10,500 | Closed |
|
82
AQR Capital Management
Greenwich,
Connecticut
| – | -$287K | -7,466 | Closed |
|
83
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$284K | -7,379 | Closed |
|
|
CTC
84
Central Trust Company
Jefferson City,
Missouri
| – | -$24.3K | -632 | Closed |
|
|
CCM
85
Copeland Capital Management
Conshohocken,
Pennsylvania
| – | -$19.7K | -513 | Closed |
|
86
Allspring Global Investments
Charlotte,
North Carolina
| – | -$845 | -22 | Closed |
|
|
LC
87
Lindbrook Capital
Calabasas,
California
| – | -$308 | -8 | Closed |
|
|
C
88
Covestor
London,
United Kingdom
| – | -$171 | -4 | -57% |
|
SMBC Hedge Fund Activity: Q3 2023 in Review
80 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q3 2023, worth a combined $216M — down 0.9% from $218M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of SMBC and 5 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 23 added.
The largest buyer was Balboa Wealth Partners, opening a new position worth an estimated $681K. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $2.57M sold.
- 80 institutional investors held Southern Missouri Bancorp (SMBC) as of Q3 2023, down from 84 in Q2 2023.
- Funds reported $216M of Southern Missouri Bancorp stock for Q3 2023, down 0.9% quarter-over-quarter.
- 5 funds opened new Southern Missouri Bancorp positions in Q3 2023 and 8 closed out, a net change of -3 holders.
- The largest Southern Missouri Bancorp buyer in Q3 2023 was Balboa Wealth Partners, an estimated $681K added.
- The largest Southern Missouri Bancorp seller in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $2.57M sold.
Based on aggregated 13F filings for Q3 2023.