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Southern Missouri Bancorp
SMBC

62 hedge funds and large institutions have $112M invested in Southern Missouri Bancorp in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

59% more capital invested

Capital invested by funds: $70.2M → $112M (+$41.7M)

42.52% more ownership

Funds ownership: 0% → 42.52% (+43%)

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

19% more funds holding

Funds holding: 52 → 62 (+10)

Holders
62
Holders Change
+10
Holders Change %
+19.23%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
12
Increased
21
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.73M
2
BFA
BlackRock Fund Advisors
California
+$942K
3
State Street
State Street
Massachusetts
+$552K
4
Morgan Stanley
Morgan Stanley
New York
+$452K
5
JP Morgan Chase
JP Morgan Chase
New York
+$340K

Top Sellers

1
MCM
Maltese Capital Management
New York
-$1.63M
2
KCM
Kennedy Capital Management
Missouri
-$526K
3
RA
Royce & Associates
New York
-$522K
4
JAM
Jacobs Asset Management
New York
-$417K
5
AACR
ACR Alpine Capital Research
Missouri
-$360K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1
FJ Capital Management
Virginia
$15.8M +$264K +9,300 +2%
JAM
2
Jacobs Asset Management
New York
$14.2M -$417K -14,689 -4%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.1M +$77K +2,711 +0.9%
RA
4
Raffles Associates
New York
$9.59M -$284K -10,000 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.71M +$2.73M +95,947 +102%
BFA
6
BlackRock Fund Advisors
California
$6.38M +$942K +33,140 +23%
KCM
7
Kennedy Capital Management
Missouri
$5.5M -$526K -18,494 -11%
SCP
8
Siena Capital Partners
Illinois
$4.85M +$3.89M +136,970 New
Franklin Resources
9
Franklin Resources
California
$4.03M -$114K -4,000 -3%
MCM
10
Maltese Capital Management
New York
$3.86M -$1.63M -57,530 -35%
RA
11
Royce & Associates
New York
$3.16M -$522K -18,370 -17%
ROC
12
River Oaks Capital
Minnesota
$2.79M +$2.24M +78,800 New
State Street
13
State Street
Massachusetts
$2.67M +$552K +19,426 +35%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.02M +$135K +4,748 +9%
Northern Trust
15
Northern Trust
Illinois
$2.01M +$24K +846 +2%
BCM
16
Bridgeway Capital Management
Texas
$1.82M – – –
Renaissance Technologies
17
Renaissance Technologies
New York
$1.72M +$188K +6,600 +16%
BIT
18
BlackRock Institutional Trust
California
$1.44M – – –
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.33M +$151K +5,331 +17%
Deutsche Bank
20
Deutsche Bank
Germany
$1.02M -$128K -4,518 -13%
BIM
21
BlackRock Investment Management
Delaware
$823K +$5.74K +202 +0.9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$707K +$243K +8,539 +75%
DM
23
Delphi Management
Massachusetts
$677K +$32.8K +1,155 +6%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$629K – – –
TCIM
25
TIAA CREF Investment Management
New York
$607K -$11.7K -411 -2%
1
2 3

SMBC Hedge Fund Activity: Q4 2016 in Review

62 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2016, worth a combined $112M — up 59% from $70.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SMBC positions and 1 closed out — a net gain of 11 holders — while 21 added to existing stakes and 15 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.73M. The largest seller was Maltese Capital Management, cutting an estimated $1.63M.

  • 62 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2016, up from 52 in Q3 2016.
  • Funds reported $112M of Southern Missouri Bancorp stock for Q4 2016, up 59% quarter-over-quarter.
  • 12 funds opened new Southern Missouri Bancorp positions in Q4 2016 and 1 closed out, a net change of +11 holders.
  • The largest Southern Missouri Bancorp buyer in Q4 2016 was Vanguard Group, an estimated $2.73M added.
  • The largest Southern Missouri Bancorp seller in Q4 2016 was Maltese Capital Management, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2016.