We are live on ! Find out more
SMBC icon

Southern Missouri Bancorp

63 hedge funds and large institutions have $167M invested in Southern Missouri Bancorp in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% more capital invested

Capital invested by funds: $159M → $167M (+$7.81M)

0.76% more ownership

Funds ownership: 49.1%49.87% (+0.76%)

3% less funds holding

Funds holding: 6563 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
5
Increased
28
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$23.7M
JAM
2
Jacobs Asset Management
New York
$21.7M +$1.03M +30,496 +5%
BlackRock
3
BlackRock
New York
$17.2M +$626K +18,483 +4%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.7M -$1.5M -44,329 -10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.5M +$6.57K +194 +0%
RA
6
Royce & Associates
New York
$12M +$1.91M +56,518 +21%
RA
7
Raffles Associates
New York
$9.25M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$7.34M +$280K +8,256 +4%
State Street
9
State Street
Massachusetts
$5.94M +$338K +9,987 +7%
Renaissance Technologies
10
Renaissance Technologies
New York
$5.86M +$332K +9,800 +6%
Franklin Resources
11
Franklin Resources
California
$4.16M +$2.5K +74 +0.1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.5M +$474K +13,995 +17%
Northern Trust
13
Northern Trust
Illinois
$3.33M +$278K +8,202 +10%
MCM
14
Maltese Capital Management
New York
$2.97M +$1.56M +45,950 +129%
SCP
15
Siena Capital Partners
Illinois
$2.38M
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$1.46M +$17.6K +520 +1%
MAM
17
Martingale Asset Management
Massachusetts
$1.44M -$60.9K -1,800 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.43M +$47.2K +1,393 +4%
ROC
19
River Oaks Capital
Minnesota
$1.13M -$33.5K -990 -3%
N
20
Nuveen
North Carolina
$950K -$44.9K -1,327 -5%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$911K +$1.56K +46 +0.2%
Bessemer Group
22
Bessemer Group
New Jersey
$794K
WCM
23
Wedge Capital Management
North Carolina
$793K
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$745K +$27.3K +806 +4%
Charles Schwab
25
Charles Schwab
California
$706K

SMBC Hedge Fund Activity: Q3 2019 in Review

63 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q3 2019, worth a combined $167M — up 4.9% from $159M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SMBC and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 28 added.

The largest buyer was Royce & Associates, adding an estimated $1.91M. The largest seller was Wellington Management Group, exiting entirely with an estimated $4.84M sold.

  • 63 institutional investors held Southern Missouri Bancorp (SMBC) as of Q3 2019, down from 65 in Q2 2019.
  • Funds reported $167M of Southern Missouri Bancorp stock for Q3 2019, up 4.9% quarter-over-quarter.
  • 5 funds opened new Southern Missouri Bancorp positions in Q3 2019 and 6 closed out, a net change of -1 holder.
  • The largest Southern Missouri Bancorp buyer in Q3 2019 was Royce & Associates, an estimated $1.91M added.
  • The largest Southern Missouri Bancorp seller in Q3 2019 was Wellington Management Group, an estimated $4.84M sold.

Based on aggregated 13F filings for Q3 2019.