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Southern Missouri Bancorp
SMBC

92 hedge funds and large institutions have $247M invested in Southern Missouri Bancorp in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

7% more funds holding

Funds holding: 86 → 92 (+6)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.09% less ownership

Funds ownership: 49.85% → 49.76% (-0.09%)

18% less capital invested

Capital invested by funds: $302M → $247M (-$54.5M)

Holders
92
Holders Change
+6
Holders Change %
+6.98%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
29
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$1.28M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.02M
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$888K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$876K
5
Renaissance Technologies
Renaissance Technologies
New York
+$617K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.69M
2
EIP
Epoch Investment Partners
New York
-$1.23M
3
BlackRock
BlackRock
New York
-$1.23M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$770K
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$43.7K – – –
AIP
77
Ameritas Investment Partners
Nebraska
$43K – – –
LSV Asset Management
78
LSV Asset Management
Illinois
$31K -$27K -600 -46%
GI
79
Gradient Investments
Minnesota
$26.2K – – –
EC
80
EntryPoint Capital
New York
$25K +$25.8K +572 New
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$21.3K – – –
PA
82
Parallel Advisors
California
$15.2K +$15.7K +348 New
QCG
83
Quadrant Capital Group
Ohio
$13.6K +$14K +310 New
Osaic Holdings
84
Osaic Holdings
Arizona
$12.2K +$1.98K +44 +19%
AB
85
Amalgamated Bank
New York
$11K -$20.3K -450 -63%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.01K +89 New
GI
87
GAMMA Investing
California
$2.67K – – –
HNB
88
Huntington National Bank
Ohio
$1K +$1.04K +23 New
C
89
Covestor
United Kingdom
$1K +$901 +20 +2,000%
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$656 – – –
IA
91
IFP Advisors
Florida
$568 +$586 +13 New
AWM
92
Avior Wealth Management
Nebraska
$43 +$45 +1 New
Citadel Advisors
93
Citadel Advisors
Florida
– -$554K -10,376 Closed
NYLIM
94
New York Life Investment Management
New York
– -$493K -9,231 Closed
AWA
95
Arete Wealth Advisors
Illinois
– -$360K -6,750 Closed
Stifel Financial
96
Stifel Financial
Missouri
– -$240K -4,500 Closed
WJWM
97
Williams Jones Wealth Management
New York
– -$232K -4,350 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
– -$229K -4,283 Closed
CA
99
Cetera Advisors
Colorado
– -$226K -4,231 Closed
VOYA Investment Management
100
VOYA Investment Management
Georgia
– -$226K -4,230 Closed
1 2 3
4
5

SMBC Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2024, worth a combined $247M — down 18% from $302M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SMBC positions and 9 closed out — a net gain of 6 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was American Century Companies, adding an estimated $1.28M. The largest seller was Morgan Stanley, cutting an estimated $1.69M.

  • 92 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $247M of Southern Missouri Bancorp stock for Q1 2024, down 18% quarter-over-quarter.
  • 15 funds opened new Southern Missouri Bancorp positions in Q1 2024 and 9 closed out, a net change of +6 holders.
  • The largest Southern Missouri Bancorp buyer in Q1 2024 was American Century Companies, an estimated $1.28M added.
  • The largest Southern Missouri Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $1.69M sold.

Based on aggregated 13F filings for Q1 2024.