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Southern Missouri Bancorp

23 hedge funds and large institutions have $44.9M invested in Southern Missouri Bancorp in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

18% more capital invested

Capital invested by funds: $38.2M → $44.9M (+$6.71M)

5% more funds holding

Funds holding: 2223 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
3
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$9.03M
EM
2
Endicott Management
New York
$7.87M
MCM
3
Maltese Capital Management
New York
$7.86M -$6.88K -390 -0.1%
RA
4
Raffles Associates
New York
$5.82M
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.41M
JAM
6
Jacobs Asset Management
New York
$2.62M
Franklin Resources
7
Franklin Resources
California
$2.53M
FCM
8
FJ Capital Management
Virginia
$1.21M
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$704K +$37.8K +2,142 +6%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$321K
HHC
11
Hutchin Hill Capital
New York
$321K
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$306K +$303K +17,164 New
AACR
13
ACR Alpine Capital Research
Missouri
$303K
SMC
14
Smith, Moore & Co
Missouri
$222K +$10.2K +580 +5%
Axa
15
Axa
France
$189K
HCM
16
Highlander Capital Management
New Jersey
$71.4K
US Bancorp
17
US Bancorp
Minnesota
$71K
U
18
UBS
Switzerland
$43K +$14.8K +838 +54%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$18K
NFA
20
Nationwide Fund Advisors
Ohio
$11K +$10.5K +598 New
BIM
21
BlackRock Investment Management
Delaware
$5K +$5.26K +298 New
Morgan Stanley
22
Morgan Stanley
New York
$3K
TRCT
23
Tower Research Capital (TRC)
New York
-$24.6K -1,396 -99%
Bank of America
24
Bank of America
North Carolina
-$12K -724 Closed
Wells Fargo
25
Wells Fargo
California
-$35 -2 Closed

SMBC Hedge Fund Activity: Q2 2014 in Review

23 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q2 2014, worth a combined $44.9M — up 18% from $38.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SMBC positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Emerald Mutual Fund Advisers Trust, opening a new position worth an estimated $303K. The largest seller was Tower Research Capital (TRC), cutting an estimated $24.6K.

  • 23 institutional investors held Southern Missouri Bancorp (SMBC) as of Q2 2014, up from 22 in Q1 2014.
  • Funds reported $44.9M of Southern Missouri Bancorp stock for Q2 2014, up 18% quarter-over-quarter.
  • 3 funds opened new Southern Missouri Bancorp positions in Q2 2014 and 2 closed out, a net change of +1 holder.
  • The largest Southern Missouri Bancorp buyer in Q2 2014 was Emerald Mutual Fund Advisers Trust, an estimated $303K added.
  • The largest Southern Missouri Bancorp seller in Q2 2014 was Tower Research Capital (TRC), an estimated $24.6K sold.

Based on aggregated 13F filings for Q2 2014.