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Southern Missouri Bancorp
SMBC

86 hedge funds and large institutions have $302M invested in Southern Missouri Bancorp in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

40% more capital invested

Capital invested by funds: $216M → $302M (+$86.1M)

8% more funds holding

Funds holding: 80 → 86 (+6)

0.68% more ownership

Funds ownership: 49.17% → 49.85% (+0.68%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
36
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.84M
2
Morgan Stanley
Morgan Stanley
New York
+$2.04M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
+$1.34M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$795K

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$5.79M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$3.57M
3
State Street
State Street
Massachusetts
-$583K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$500K
5
Millennium Management
Millennium Management
New York
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
LSV Asset Management
76
LSV Asset Management
Illinois
$69K – – –
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$53.4K – – –
AIP
78
Ameritas Investment Partners
Nebraska
$52.5K +$13K +293 +42%
AB
79
Amalgamated Bank
New York
$38K -$3.47K -78 -10%
GI
80
Gradient Investments
Minnesota
$32K – – –
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$26.1K – – –
TRCT
82
Tower Research Capital (TRC)
New York
$16.3K -$8.99K -202 -40%
Osaic Holdings
83
Osaic Holdings
Arizona
$12.6K +$10.5K +236 New
GI
84
GAMMA Investing
California
$2.66K +$2.71K +61 New
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$801 – – –
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
– -$3.57M -92,279 Closed
Millennium Management
87
Millennium Management
New York
– -$350K -9,045 Closed
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
– -$48.7K -1,259 Closed
WTG
89
West Tower Group
Virginia
– -$33.9K -875 Closed
C
90
Covestor
United Kingdom
– -$89 -2 -67%
1 2 3
4

SMBC Hedge Fund Activity: Q4 2023 in Review

86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2023, worth a combined $302M — up 40% from $216M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SMBC positions and 4 closed out — a net gain of 8 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $3.84M. The largest seller was FJ Capital Management, cutting an estimated $5.79M.

  • 86 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2023, up from 80 in Q3 2023.
  • Funds reported $302M of Southern Missouri Bancorp stock for Q4 2023, up 40% quarter-over-quarter.
  • 12 funds opened new Southern Missouri Bancorp positions in Q4 2023 and 4 closed out, a net change of +8 holders.
  • The largest Southern Missouri Bancorp buyer in Q4 2023 was BlackRock, an estimated $3.84M added.
  • The largest Southern Missouri Bancorp seller in Q4 2023 was FJ Capital Management, an estimated $5.79M sold.

Based on aggregated 13F filings for Q4 2023.