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Southern Missouri Bancorp
SMBC

70 hedge funds and large institutions have $161M invested in Southern Missouri Bancorp in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

13% more funds holding

Funds holding: 62 → 70 (+8)

6% more capital invested

Capital invested by funds: $152M → $161M (+$8.99M)

1.36% more ownership

Funds ownership: 48.34% → 49.7% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
70
Holders Change
+8
Holders Change %
+12.9%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
13
Increased
27
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.49M
2
Invesco
Invesco
Georgia
+$1.18M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$973K
4
AL
AJO LP
Pennsylvania
+$765K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$487K

Top Sellers

1
KCM
Kennedy Capital Management
Missouri
-$3.52M
2
MCM
Maltese Capital Management
New York
-$2.1M
3
SCP
Siena Capital Partners
Illinois
-$1.78M
4
SG Americas Securities
SG Americas Securities
New York
-$422K
5
ROC
River Oaks Capital
Minnesota
-$333K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1
FJ Capital Management
Virginia
$25.5M -$15.3K -400 -0.1%
JAM
2
Jacobs Asset Management
New York
$20.2M – – –
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.6M -$30.6K -801 -0.2%
BlackRock
4
BlackRock
New York
$11.3M +$335K +8,792 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.2M +$973K +25,516 +10%
RA
6
Raffles Associates
New York
$10M -$191K -5,000 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$6.56M +$454K +11,900 +7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$5.41M +$5.49M +143,917 New
State Street
9
State Street
Massachusetts
$4.51M +$243K +6,370 +6%
Franklin Resources
10
Franklin Resources
California
$4.29M – – –
KCM
11
Kennedy Capital Management
Missouri
$4.26M -$3.52M -92,211 -45%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$4.1M +$487K +12,781 +13%
Renaissance Technologies
13
Renaissance Technologies
New York
$3.88M +$465K +12,200 +13%
RA
14
Royce & Associates
New York
$3.15M +$465K +12,185 +17%
Northern Trust
15
Northern Trust
Illinois
$2.75M +$179K +4,700 +7%
SCP
16
Siena Capital Partners
Illinois
$2.6M -$1.78M -46,586 -40%
ROC
17
River Oaks Capital
Minnesota
$2.46M -$333K -8,744 -12%
MCM
18
Maltese Capital Management
New York
$2.31M -$2.1M -55,031 -47%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$1.82M -$210K -5,500 -10%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.73M +$40K +1,050 +2%
MAM
21
Martingale Asset Management
Massachusetts
$1.48M +$237K +6,203 +19%
BCM
22
Bridgeway Capital Management
Texas
$1.35M +$3.81K +100 +0.3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.25M +$272K +7,121 +27%
Deutsche Bank
24
Deutsche Bank
Germany
$1.17M +$333K +8,736 +39%
Invesco
25
Invesco
Georgia
$1.16M +$1.18M +30,892 New
1
2 3

SMBC Hedge Fund Activity: Q4 2017 in Review

70 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2017, worth a combined $161M — up 5.9% from $152M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SMBC positions and 5 closed out — a net gain of 8 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $5.49M. The largest seller was Kennedy Capital Management, cutting an estimated $3.52M.

  • 70 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2017, up from 62 in Q3 2017.
  • Funds reported $161M of Southern Missouri Bancorp stock for Q4 2017, up 5.9% quarter-over-quarter.
  • 13 funds opened new Southern Missouri Bancorp positions in Q4 2017 and 5 closed out, a net change of +8 holders.
  • The largest Southern Missouri Bancorp buyer in Q4 2017 was Fidelity Investments, an estimated $5.49M added.
  • The largest Southern Missouri Bancorp seller in Q4 2017 was Kennedy Capital Management, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2017.