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Southern Missouri Bancorp
SMBC

22 hedge funds and large institutions have $38.2M invested in Southern Missouri Bancorp in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

6% more capital invested

Capital invested by funds: $36M → $38.2M (+$2.2M)

5% more funds holding

Funds holding: 21 → 22 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
2
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
+$518K
2
JAM
Jacobs Asset Management
New York
+$454K
3
SMC
Smith, Moore & Co
Missouri
+$201K
4
Axa
Axa
France
+$162K
5
U
UBS
Switzerland
+$23.6K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$875K
2
HCM
Horrell Capital Management
Arkansas
-$98K
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$8.53K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$8.64M – – –
EM
2
Endicott Management
New York
$7.89M – – –
MCM
3
Maltese Capital Management
New York
$7.59M – – –
RA
4
Raffles Associates
New York
$5.76M – – –
JAM
5
Jacobs Asset Management
New York
$2.54M +$454K +26,800 +22%
Franklin Resources
6
Franklin Resources
California
$2.42M – – –
FCM
7
FJ Capital Management
Virginia
$1.2M +$518K +30,588 +82%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$637K – – –
HHC
9
Hutchin Hill Capital
New York
$318K – – –
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$308K – – –
AACR
11
ACR Alpine Capital Research
Missouri
$293K – – –
SMC
12
Smith, Moore & Co
Missouri
$205K +$201K +11,874 New
Axa
13
Axa
France
$183K +$162K +9,600 +960%
US Bancorp
14
US Bancorp
Minnesota
$69K – – –
HCM
15
Highlander Capital Management
New Jersey
$68.9K – – –
U
16
UBS
Switzerland
$27K +$23.6K +1,394 +810%
TRCT
17
Tower Research Capital (TRC)
New York
$24K +$19.1K +1,126 +402%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$17K – – –
Bank of America
19
Bank of America
North Carolina
$12K -$875K -51,720 -99%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.17K -$8.53K -504 -0.2%
Morgan Stanley
21
Morgan Stanley
New York
$3K +$203 +12 +8%
HCM
22
Horrell Capital Management
Arkansas
– -$98K -5,600 Closed
Wells Fargo
23
Wells Fargo
California
– +$34 +2 New

SMBC Hedge Fund Activity: Q1 2014 in Review

22 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2014, worth a combined $38.2M — up 6.1% from $36M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SMBC positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 2 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $518K. The largest seller was Bank of America, cutting an estimated $875K.

  • 22 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2014, up from 21 in Q4 2013.
  • Funds reported $38.2M of Southern Missouri Bancorp stock for Q1 2014, up 6.1% quarter-over-quarter.
  • 2 funds opened new Southern Missouri Bancorp positions in Q1 2014 and 1 closed out, a net change of +1 holder.
  • The largest Southern Missouri Bancorp buyer in Q1 2014 was FJ Capital Management, an estimated $518K added.
  • The largest Southern Missouri Bancorp seller in Q1 2014 was Bank of America, an estimated $875K sold.

Based on aggregated 13F filings for Q1 2014.