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Southern Missouri Bancorp
SMBC

38 hedge funds and large institutions have $61.2M invested in Southern Missouri Bancorp in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more funds holding

Funds holding: 27 → 38 (+11)

13% more capital invested

Capital invested by funds: $54M → $61.2M (+$7.22M)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
38
Holders Change
+11
Holders Change %
+40.74%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
10
Reduced
9
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
Kennedy Capital Management
Missouri
+$1.55M
2
MCM
Maltese Capital Management
New York
+$718K
3
CS
Credit Suisse
Switzerland
+$481K
4
UBS Group
UBS Group
Switzerland
+$464K
5
BCM
Bridgeway Capital Management
Texas
+$391K

Top Sellers

1
JAM
Jacobs Asset Management
New York
-$3.2M
2
EM
Endicott Management
New York
-$1.27M
3
RA
Raffles Associates
New York
-$824K
4
SMC
Smith, Moore & Co
Missouri
-$76.5K
5
DM
Delphi Management
Massachusetts
-$21.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
1
Jacobs Asset Management
New York
$13.1M -$3.2M -136,122 -20%
EM
2
Endicott Management
New York
$9.29M -$1.27M -53,989 -12%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.29M +$31.5K +1,340 +0.4%
FCM
4
FJ Capital Management
Virginia
$6.97M +$235K +10,000 +4%
RA
5
Raffles Associates
New York
$6.75M -$824K -35,000 -11%
MCM
6
Maltese Capital Management
New York
$5.54M +$718K +30,500 +15%
Franklin Resources
7
Franklin Resources
California
$3M – – –
KCM
8
Kennedy Capital Management
Missouri
$1.58M +$1.55M +65,988 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.12M +$96.2K +4,088 +10%
RA
10
Royce & Associates
New York
$1.03M -$7.06K -300 -0.7%
AACR
11
ACR Alpine Capital Research
Missouri
$610K +$58.8K +2,500 +11%
UBS Group
12
UBS Group
Switzerland
$498K +$464K +19,726 +1,977%
CS
13
Credit Suisse
Switzerland
$491K +$481K +20,446 New
HHC
14
Hutchin Hill Capital
New York
$432K – – –
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$427K – – –
BCM
16
Bridgeway Capital Management
Texas
$399K +$391K +16,600 New
SMC
17
Smith, Moore & Co
Missouri
$322K -$76.5K -3,249 -20%
Goldman Sachs
18
Goldman Sachs
New York
$299K +$293K +12,447 New
DM
19
Delphi Management
Massachusetts
$280K -$21.8K -925 -7%
Millennium Management
20
Millennium Management
New York
$280K +$274K +11,656 New
Deutsche Bank
21
Deutsche Bank
Germany
$265K +$260K +11,055 New
Morgan Stanley
22
Morgan Stanley
New York
$227K +$222K +9,440 +72,615%
Vanguard Group
23
Vanguard Group
Pennsylvania
$226K +$221K +9,391 New
SCM
24
Segantii Capital Management
Hong Kong
$182K +$178K +7,565 New
Axa
25
Axa
France
$104K -$7.06K -300 -6%
1
2

SMBC Hedge Fund Activity: Q1 2016 in Review

38 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2016, worth a combined $61.2M — up 13% from $54M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SMBC positions and 0 closed out — a net gain of 11 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $1.55M. The largest seller was Jacobs Asset Management, cutting an estimated $3.2M.

  • 38 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2016, up from 27 in Q4 2015.
  • Funds reported $61.2M of Southern Missouri Bancorp stock for Q1 2016, up 13% quarter-over-quarter.
  • 11 funds opened new Southern Missouri Bancorp positions in Q1 2016 and 0 closed out, a net change of +11 holders.
  • The largest Southern Missouri Bancorp buyer in Q1 2016 was Kennedy Capital Management, an estimated $1.55M added.
  • The largest Southern Missouri Bancorp seller in Q1 2016 was Jacobs Asset Management, an estimated $3.2M sold.

Based on aggregated 13F filings for Q1 2016.