Southern Missouri Bancorp
SMBC
69 hedge funds and large institutions have $164M invested in Southern Missouri Bancorp in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
44% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 18
1% more funds holding
Funds holding: 68 → 69 (+1)
1.07% more ownership
Funds ownership: 47.72% → 48.8% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less capital invested
Capital invested by funds: $168M → $164M (-$3.92M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$4.9M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$614K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$507K |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$455K |
| 5 |
State Street
Boston,
Massachusetts
|
+$435K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.2M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.18M |
| 3 |
JAM
Jacobs Asset Management
New York
|
-$496K |
| 4 |
MCM
Maltese Capital Management
New York
|
-$418K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$326K |
SMBC Hedge Fund Activity: Q3 2018 in Review
69 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q3 2018, worth a combined $164M — down 2.3% from $168M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SMBC positions and 2 closed out — a net gain of 1 holder — while 26 added to existing stakes and 18 trimmed.
The largest buyer was Royce & Associates, adding an estimated $4.9M. The largest seller was Wellington Management Group, cutting an estimated $1.2M.
- 69 institutional investors held Southern Missouri Bancorp (SMBC) as of Q3 2018, up from 68 in Q2 2018.
- Funds reported $164M of Southern Missouri Bancorp stock for Q3 2018, down 2.3% quarter-over-quarter.
- 3 funds opened new Southern Missouri Bancorp positions in Q3 2018 and 2 closed out, a net change of +1 holder.
- The largest Southern Missouri Bancorp buyer in Q3 2018 was Royce & Associates, an estimated $4.9M added.
- The largest Southern Missouri Bancorp seller in Q3 2018 was Wellington Management Group, an estimated $1.2M sold.
Based on aggregated 13F filings for Q3 2018.