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Southern Missouri Bancorp

62 hedge funds and large institutions have $177M invested in Southern Missouri Bancorp in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

6% more capital invested

Capital invested by funds: $167M → $177M (+$10.2M)

0.39% more ownership

Funds ownership: 49.87%50.26% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2% less funds holding

Funds holding: 6362 (-1)

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
4
Increased
24
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$24.9M
JAM
2
Jacobs Asset Management
New York
$22.9M
BlackRock
3
BlackRock
New York
$19.2M +$1.02M +27,654 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$15.1M -$157K -4,231 -1%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.2M -$1.16M -31,257 -8%
RA
6
Royce & Associates
New York
$12.8M +$209K +5,652 +2%
RA
7
Raffles Associates
New York
$9.74M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$7.78M +$54.8K +1,482 +0.7%
State Street
9
State Street
Massachusetts
$6.81M +$537K +14,505 +9%
Renaissance Technologies
10
Renaissance Technologies
New York
$6.32M +$141K +3,800 +2%
Franklin Resources
11
Franklin Resources
California
$4.19M -$187K -5,054 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.75M +$57.3K +1,548 +2%
Northern Trust
13
Northern Trust
Illinois
$3.41M -$95.5K -2,581 -3%
HA
14
HYA Advisors
Missouri
$3.31M +$3.19M +86,320 New
SCP
15
Siena Capital Partners
Illinois
$2.51M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.85M +$339K +9,169 +23%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$1.8M +$259K +7,000 +17%
MAM
18
Martingale Asset Management
Massachusetts
$1.76M +$241K +6,504 +16%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$1.51M +$529K +14,296 +57%
N
20
Nuveen
North Carolina
$991K -$9.58K -259 -1%
Bessemer Group
21
Bessemer Group
New Jersey
$836K
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$757K -$25.9K -700 -3%
Charles Schwab
23
Charles Schwab
California
$749K +$5.74K +155 +0.8%
OAM
24
Oxford Asset Management
United Kingdom
$736K -$5.25K -142 -0.7%
BCM
25
Bridgeway Capital Management
Texas
$702K

SMBC Hedge Fund Activity: Q4 2019 in Review

62 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2019, worth a combined $177M — up 6.1% from $167M a quarter earlier.

Fund positioning in SMBC was balanced in Q4 2019: 4 funds opened new positions, 4 closed out, 24 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $1.02M. The largest seller was Maltese Capital Management, exiting entirely with an estimated $2.97M sold.

  • 62 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2019, down from 63 in Q3 2019.
  • Funds reported $177M of Southern Missouri Bancorp stock for Q4 2019, up 6.1% quarter-over-quarter.
  • 4 funds opened new Southern Missouri Bancorp positions in Q4 2019 and 4 closed out, a net change of 0 holders.
  • The largest Southern Missouri Bancorp buyer in Q4 2019 was BlackRock, an estimated $1.02M added.
  • The largest Southern Missouri Bancorp seller in Q4 2019 was Maltese Capital Management, an estimated $2.97M sold.

Based on aggregated 13F filings for Q4 2019.