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Southern Missouri Bancorp

65 hedge funds and large institutions have $111M invested in Southern Missouri Bancorp in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 6465 (+1)

0.56% more ownership

Funds ownership: 49.68%50.25% (+0.56%)

0% more capital invested

Capital invested by funds: $111M → $111M (+$165K)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
5
Increased
21
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$15.8M
JAM
2
Jacobs Asset Management
New York
$13.8M -$583K -25,186 -4%
BlackRock
3
BlackRock
New York
$12M -$522K -22,589 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.84M -$328K -14,161 -3%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.14M +$33.3K +1,439 +0.4%
RA
6
Royce & Associates
New York
$7.03M -$78.6K -3,400 -1%
RA
7
Raffles Associates
New York
$5.77M -$25.4K -1,100 -0.5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$5.55M +$339K +14,640 +7%
State Street
9
State Street
Massachusetts
$3.83M -$228K -9,852 -6%
Renaissance Technologies
10
Renaissance Technologies
New York
$3.3M -$453K -19,600 -13%
Northern Trust
11
Northern Trust
Illinois
$3.05M +$801K +34,611 +38%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.61M +$23.8K +1,028 +1%
HA
13
HYA Advisors
Missouri
$2.12M +$11.7K +505 +0.6%
Franklin Resources
14
Franklin Resources
California
$1.89M -$532K -22,992 -21%
MCM
15
Maltese Capital Management
New York
$1.46M +$1.39M +60,000 New
SCP
16
Siena Capital Partners
Illinois
$1.23M -$240K -10,388 -17%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$1.14M -$60.1K -2,600 -5%
MAM
18
Martingale Asset Management
Massachusetts
$1.12M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.09M -$32.2K -1,394 -3%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$930K -$10.7K -462 -1%
N
21
Nuveen
North Carolina
$862K +$192K +8,310 +31%
BCM
22
Bridgeway Capital Management
Texas
$615K +$162K +7,000 +38%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$552K -$671 -29 -0.1%
Morgan Stanley
24
Morgan Stanley
New York
$544K +$115K +4,963 +28%
Bessemer Group
25
Bessemer Group
New Jersey
$530K

SMBC Hedge Fund Activity: Q2 2020 in Review

65 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q2 2020, worth a combined $111M — up 0.15% from $111M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SMBC positions and 4 closed out — a net gain of 1 holder — while 21 added to existing stakes and 24 trimmed.

The largest buyer was Maltese Capital Management, opening a new position worth an estimated $1.39M. The largest seller was Jacobs Asset Management, cutting an estimated $583K.

  • 65 institutional investors held Southern Missouri Bancorp (SMBC) as of Q2 2020, up from 64 in Q1 2020.
  • Funds reported $111M of Southern Missouri Bancorp stock for Q2 2020, up 0.15% quarter-over-quarter.
  • 5 funds opened new Southern Missouri Bancorp positions in Q2 2020 and 4 closed out, a net change of +1 holder.
  • The largest Southern Missouri Bancorp buyer in Q2 2020 was Maltese Capital Management, an estimated $1.39M added.
  • The largest Southern Missouri Bancorp seller in Q2 2020 was Jacobs Asset Management, an estimated $583K sold.

Based on aggregated 13F filings for Q2 2020.