Southern Missouri Bancorp
SMBC
64 hedge funds and large institutions have $111M invested in Southern Missouri Bancorp in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
20% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 20
3% more funds holding
Funds holding: 62 → 64 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.59% less ownership
Funds ownership: 50.26% → 49.67% (-0.59%)
37% less capital invested
Capital invested by funds: $177M → $111M (-$66.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$1.23M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$871K |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$702K |
| 4 |
BlackRock
New York
|
+$542K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$373K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$1.4M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.1M |
| 3 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$736K |
| 4 |
RA
Raffles Associates
New York
|
-$527K |
| 5 |
SB
Simmons Bank
Pine Bluff,
Arkansas
|
-$519K |
SMBC Hedge Fund Activity: Q1 2020 in Review
64 of the 4,548 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2020, worth a combined $111M — down 37% from $177M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SMBC positions and 6 closed out — a net gain of 2 holders — while 24 added to existing stakes and 20 trimmed.
The largest buyer was Russell Investments Group, adding an estimated $1.23M. The largest seller was Royce & Associates, cutting an estimated $1.4M.
- 64 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2020, up from 62 in Q4 2019.
- Funds reported $111M of Southern Missouri Bancorp stock for Q1 2020, down 37% quarter-over-quarter.
- 8 funds opened new Southern Missouri Bancorp positions in Q1 2020 and 6 closed out, a net change of +2 holders.
- The largest Southern Missouri Bancorp buyer in Q1 2020 was Russell Investments Group, an estimated $1.23M added.
- The largest Southern Missouri Bancorp seller in Q1 2020 was Royce & Associates, an estimated $1.4M sold.
Based on aggregated 13F filings for Q1 2020.