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Southern Missouri Bancorp

68 hedge funds and large institutions have $168M invested in Southern Missouri Bancorp in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

9% more capital invested

Capital invested by funds: $153M → $168M (+$14.4M)

3% more funds holding

Funds holding: 6668 (+2)

0.46% more ownership

Funds ownership: 47.26%47.72% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
4
Increased
28
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$26.7M
JAM
2
Jacobs Asset Management
New York
$21.2M +$182K +5,000 +0.9%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.4M +$1.75M +48,066 +11%
BlackRock
4
BlackRock
New York
$13.7M +$1.94M +53,106 +18%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.5M +$259K +7,108 +2%
RA
6
Raffles Associates
New York
$9.95M -$401K -11,000 -4%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$6.81M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$4.96M +$419K +11,497 +10%
State Street
9
State Street
Massachusetts
$4.82M +$3.17K +87 +0.1%
Renaissance Technologies
10
Renaissance Technologies
New York
$4.53M +$221K +6,072 +6%
Franklin Resources
11
Franklin Resources
California
$4.45M
RA
12
Royce & Associates
New York
$4.42M +$1.05M +28,732 +34%
KCM
13
Kennedy Capital Management
Missouri
$4.36M +$119K +3,255 +3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$3.29M -$2.13M -58,383 -41%
Northern Trust
15
Northern Trust
Illinois
$3.02M +$142K +3,892 +5%
SCP
16
Siena Capital Partners
Illinois
$2.7M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.99M +$163K +4,481 +10%
ROC
18
River Oaks Capital
Minnesota
$1.98M -$492K -13,490 -21%
MCM
19
Maltese Capital Management
New York
$1.56M -$729K -20,000 -33%
BCM
20
Bridgeway Capital Management
Texas
$1.39M
MAM
21
Martingale Asset Management
Massachusetts
$1.36M -$106K -2,901 -8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.36M +$15.4K +422 +1%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$1.35M -$162K -4,450 -11%
Deutsche Bank
24
Deutsche Bank
Germany
$1.14M +$151K +4,136 +16%
Charles Schwab
25
Charles Schwab
California
$770K +$72K +1,975 +11%

SMBC Hedge Fund Activity: Q2 2018 in Review

68 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q2 2018, worth a combined $168M — up 9.4% from $153M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SMBC positions and 2 closed out — a net gain of 2 holders — while 28 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $1.94M. The largest seller was Fidelity Investments, cutting an estimated $2.13M.

  • 68 institutional investors held Southern Missouri Bancorp (SMBC) as of Q2 2018, up from 66 in Q1 2018.
  • Funds reported $168M of Southern Missouri Bancorp stock for Q2 2018, up 9.4% quarter-over-quarter.
  • 4 funds opened new Southern Missouri Bancorp positions in Q2 2018 and 2 closed out, a net change of +2 holders.
  • The largest Southern Missouri Bancorp buyer in Q2 2018 was BlackRock, an estimated $1.94M added.
  • The largest Southern Missouri Bancorp seller in Q2 2018 was Fidelity Investments, an estimated $2.13M sold.

Based on aggregated 13F filings for Q2 2018.