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Southern Missouri Bancorp
SMBC

50 hedge funds and large institutions have $66.3M invested in Southern Missouri Bancorp in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

32% more funds holding

Funds holding: 38 → 50 (+12)

8% more capital invested

Capital invested by funds: $61.2M → $66.3M (+$5.06M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
50
Holders Change
+12
Holders Change %
+31.58%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
17
Increased
16
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$3.29M
2
FCM
FJ Capital Management
Virginia
+$2.87M
3
KCM
Kennedy Capital Management
Missouri
+$2.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.98M
5
RA
Royce & Associates
New York
+$1.57M

Top Sellers

1
EM
Endicott Management
New York
-$9.29M
2
JAM
Jacobs Asset Management
New York
-$2.12M
3
CS
Credit Suisse
Switzerland
-$491K
4
UBS Group
UBS Group
Switzerland
-$471K
5
Goldman Sachs
Goldman Sachs
New York
-$299K
Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
1
Jacobs Asset Management
New York
$10.8M -$2.12M -87,689 -16%
FCM
2
FJ Capital Management
Virginia
$9.63M +$2.87M +119,000 +41%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.33M +$188K +7,783 +3%
RA
4
Raffles Associates
New York
$6.61M – – –
MCM
5
Maltese Capital Management
New York
$5.15M -$280K -11,608 -5%
KCM
6
Kennedy Capital Management
Missouri
$3.9M +$2.4M +99,623 +151%
BFA
7
BlackRock Fund Advisors
California
$3.23M +$3.29M +136,305 +14,768%
Franklin Resources
8
Franklin Resources
California
$2.78M -$169K -7,000 -6%
RA
9
Royce & Associates
New York
$2.54M +$1.57M +64,880 +151%
Vanguard Group
10
Vanguard Group
Pennsylvania
$2.15M +$1.98M +81,942 +873%
BCM
11
Bridgeway Capital Management
Texas
$1.21M +$844K +35,000 +211%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$1.17M +$78.6K +3,259 +7%
State Street
13
State Street
Massachusetts
$1.1M +$1.13M +46,850 New
BIT
14
BlackRock Institutional Trust
California
$946K +$971K +40,225 New
Deutsche Bank
15
Deutsche Bank
Germany
$861K +$617K +25,579 +231%
Renaissance Technologies
16
Renaissance Technologies
New York
$800K +$820K +34,000 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$747K +$159K +6,609 +26%
AACR
18
ACR Alpine Capital Research
Missouri
$598K – – –
BIM
19
BlackRock Investment Management
Delaware
$544K +$534K +22,146 +2,271%
HHC
20
Hutchin Hill Capital
New York
$424K – – –
Northern Trust
21
Northern Trust
Illinois
$424K +$435K +18,010 New
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$419K – – –
TCIM
23
TIAA CREF Investment Management
New York
$414K +$424K +17,580 New
SMC
24
Smith, Moore & Co
Missouri
$312K -$3.33K -138 -1%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$288K +$296K +12,258 New
1
2 3

SMBC Hedge Fund Activity: Q2 2016 in Review

50 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q2 2016, worth a combined $66.3M — up 8.3% from $61.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SMBC positions and 5 closed out — a net gain of 12 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $3.29M. The largest seller was Endicott Management, exiting entirely with an estimated $9.29M sold.

  • 50 institutional investors held Southern Missouri Bancorp (SMBC) as of Q2 2016, up from 38 in Q1 2016.
  • Funds reported $66.3M of Southern Missouri Bancorp stock for Q2 2016, up 8.3% quarter-over-quarter.
  • 17 funds opened new Southern Missouri Bancorp positions in Q2 2016 and 5 closed out, a net change of +12 holders.
  • The largest Southern Missouri Bancorp buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $3.29M added.
  • The largest Southern Missouri Bancorp seller in Q2 2016 was Endicott Management, an estimated $9.29M sold.

Based on aggregated 13F filings for Q2 2016.