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Southern Missouri Bancorp
SMBC

62 hedge funds and large institutions have $152M invested in Southern Missouri Bancorp in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

16% more capital invested

Capital invested by funds: $131M → $152M (+$20.4M)

3% more funds holding

Funds holding: 60 → 62 (+2)

6.21% less ownership

Funds ownership: 54.55% → 48.34% (-6.2%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
7
Increased
30
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.73M
2
KCM
Kennedy Capital Management
Missouri
+$789K
3
BlackRock
BlackRock
New York
+$761K
4
JAM
Jacobs Asset Management
New York
+$678K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$669K

Top Sellers

1
UOC
UBS O'Connor
Illinois
-$2.6M
2
MCM
Maltese Capital Management
New York
-$1.08M
3
SCP
Siena Capital Partners
Illinois
-$691K
4
SSA
Schonfeld Strategic Advisors
New York
-$403K
5
Deutsche Bank
Deutsche Bank
Germany
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1
FJ Capital Management
Virginia
$24.8M +$16.2K +500 +0.1%
JAM
2
Jacobs Asset Management
New York
$19.6M +$678K +20,883 +4%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.1M +$66.3K +2,044 +0.5%
BlackRock
4
BlackRock
New York
$10.6M +$761K +23,439 +9%
RA
5
Raffles Associates
New York
$9.89M – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.93M +$669K +20,606 +9%
KCM
7
Kennedy Capital Management
Missouri
$7.5M +$789K +24,307 +13%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$5.93M +$441K +13,600 +9%
MCM
9
Maltese Capital Management
New York
$4.25M -$1.08M -33,372 -22%
SCP
10
Siena Capital Partners
Illinois
$4.22M -$691K -21,290 -16%
Franklin Resources
11
Franklin Resources
California
$4.16M – – –
State Street
12
State Street
Massachusetts
$4.14M +$319K +9,827 +9%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$3.51M +$511K +15,755 +20%
Renaissance Technologies
14
Renaissance Technologies
New York
$3.32M +$327K +10,066 +12%
ROC
15
River Oaks Capital
Minnesota
$2.7M -$153K -4,700 -6%
RA
16
Royce & Associates
New York
$2.61M +$331K +10,208 +17%
Northern Trust
17
Northern Trust
Illinois
$2.5M +$106K +3,260 +5%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$1.96M +$1.73M +53,316 +10,663%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.64M +$83.4K +2,571 +6%
BCM
20
Bridgeway Capital Management
Texas
$1.3M – – –
MAM
21
Martingale Asset Management
Massachusetts
$1.21M +$42.2K +1,300 +4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$950K +$68.1K +2,098 +9%
Deutsche Bank
23
Deutsche Bank
Germany
$816K -$231K -7,130 -24%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$649K – – –
TCIM
25
TIAA CREF Investment Management
New York
$613K +$9.8K +302 +2%
1
2 3

SMBC Hedge Fund Activity: Q3 2017 in Review

62 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q3 2017, worth a combined $152M — up 16% from $131M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SMBC positions and 5 closed out — a net gain of 2 holders — while 30 added to existing stakes and 9 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $1.73M. The largest seller was UBS O'Connor, exiting entirely with an estimated $2.6M sold.

  • 62 institutional investors held Southern Missouri Bancorp (SMBC) as of Q3 2017, up from 60 in Q2 2017.
  • Funds reported $152M of Southern Missouri Bancorp stock for Q3 2017, up 16% quarter-over-quarter.
  • 7 funds opened new Southern Missouri Bancorp positions in Q3 2017 and 5 closed out, a net change of +2 holders.
  • The largest Southern Missouri Bancorp buyer in Q3 2017 was Bank of Montreal, an estimated $1.73M added.
  • The largest Southern Missouri Bancorp seller in Q3 2017 was UBS O'Connor, an estimated $2.6M sold.

Based on aggregated 13F filings for Q3 2017.