We are live on ! Find out more
SMBC icon

Southern Missouri Bancorp
SMBC

25 hedge funds and large institutions have $39.4M invested in Southern Missouri Bancorp in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

9% more funds holding

Funds holding: 23 → 25 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

12% less capital invested

Capital invested by funds: $44.9M → $39.4M (-$5.5M)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
2
Increased
8
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCM
FJ Capital Management
Virginia
+$283K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$21K
3
SMC
Smith, Moore & Co
Missouri
+$12.4K
4
Bank of America
Bank of America
North Carolina
+$7.24K
5
BIM
BlackRock Investment Management
Delaware
+$5.44K

Top Sellers

1
MCM
Maltese Capital Management
New York
-$360K
2
Axa
Axa
France
-$146K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$8.97M – – –
EM
2
Endicott Management
New York
$7.91M – – –
MCM
3
Maltese Capital Management
New York
$7.54M -$360K -20,370 -5%
RA
4
Raffles Associates
New York
$5.85M – – –
JAM
5
Jacobs Asset Management
New York
$2.64M – – –
Franklin Resources
6
Franklin Resources
California
$2.51M – – –
FCM
7
FJ Capital Management
Virginia
$1.5M +$283K +16,000 +24%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$721K +$21K +1,188 +3%
HHC
9
Hutchin Hill Capital
New York
$323K – – –
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$319K – – –
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$308K – – –
AACR
12
ACR Alpine Capital Research
Missouri
$305K – – –
SMC
13
Smith, Moore & Co
Missouri
$236K +$12.4K +704 +6%
US Bancorp
14
US Bancorp
Minnesota
$72K – – –
HCM
15
Highlander Capital Management
New Jersey
$71.8K – – –
U
16
UBS
Switzerland
$46K +$2.93K +166 +7%
Axa
17
Axa
France
$42K -$146K -8,266 -78%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$18K – – –
NFA
19
Nationwide Fund Advisors
Ohio
$11K – – –
BIM
20
BlackRock Investment Management
Delaware
$11K +$5.44K +308 +103%
Morgan Stanley
21
Morgan Stanley
New York
$8K +$4.95K +280 +163%
Bank of America
22
Bank of America
North Carolina
$7K +$7.24K +410 New
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.37K +$1.77K +100 +0%
MA
24
MUFG Americas
New York
$4K +$3.89K +220 New
TRCT
25
Tower Research Capital (TRC)
New York
$1K +$318 +18 +180%

SMBC Hedge Fund Activity: Q3 2014 in Review

25 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q3 2014, worth a combined $39.4M — down 12% from $44.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SMBC positions and 0 closed out — a net gain of 2 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $283K. The largest seller was Maltese Capital Management, cutting an estimated $360K.

  • 25 institutional investors held Southern Missouri Bancorp (SMBC) as of Q3 2014, up from 23 in Q2 2014.
  • Funds reported $39.4M of Southern Missouri Bancorp stock for Q3 2014, down 12% quarter-over-quarter.
  • 2 funds opened new Southern Missouri Bancorp positions in Q3 2014 and 0 closed out, a net change of +2 holders.
  • The largest Southern Missouri Bancorp buyer in Q3 2014 was FJ Capital Management, an estimated $283K added.
  • The largest Southern Missouri Bancorp seller in Q3 2014 was Maltese Capital Management, an estimated $360K sold.

Based on aggregated 13F filings for Q3 2014.