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Southern Missouri Bancorp
SMBC

59 hedge funds and large institutions have $106M invested in Southern Missouri Bancorp in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.91% less ownership

Funds ownership: 50.25% → 49.34% (-0.91%)

5% less capital invested

Capital invested by funds: $111M → $106M (-$5.1M)

9% less funds holding

Funds holding: 65 → 59 (-6)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
59
Holders Change
-6
Holders Change %
-9.23%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
1
Increased
17
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$2.7M
2
MCM
Maltese Capital Management
New York
+$748K
3
ZCM
Zebra Capital Management
Connecticut
+$287K
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$280K
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$220K

Top Sellers

1
RA
Royce & Associates
New York
-$3.33M
2
JAM
Jacobs Asset Management
New York
-$1.25M
3
Bessemer Group
Bessemer Group
New Jersey
-$530K
4
MAM
Martingale Asset Management
Massachusetts
-$498K
5
Northern Trust
Northern Trust
Illinois
-$150K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1
FJ Capital Management
Virginia
$15.3M – – –
BlackRock
2
BlackRock
New York
$14.4M +$2.7M +117,968 +24%
JAM
3
Jacobs Asset Management
New York
$12.1M -$1.25M -54,907 -10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.49M -$52.1K -2,279 -0.6%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.02M +$23K +1,008 +0.3%
RA
6
Raffles Associates
New York
$5.48M -$114K -5,002 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$5.44M +$44.5K +1,946 +0.9%
State Street
8
State Street
Massachusetts
$3.65M -$64.7K -2,829 -2%
RA
9
Royce & Associates
New York
$3.38M -$3.33M -145,774 -50%
Renaissance Technologies
10
Renaissance Technologies
New York
$3.27M +$64.2K +2,807 +2%
Northern Trust
11
Northern Trust
Illinois
$2.8M -$150K -6,583 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.59M +$52.4K +2,295 +2%
MCM
13
Maltese Capital Management
New York
$2.19M +$748K +32,735 +55%
HA
14
HYA Advisors
Missouri
$2.07M +$12.3K +538 +0.6%
Franklin Resources
15
Franklin Resources
California
$2.03M -$1.23K -54 -0.1%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$1.33M +$220K +9,640 +21%
SCP
17
Siena Capital Partners
Illinois
$1.2M – – –
Russell Investments Group
18
Russell Investments Group
United Kingdom
$1.19M +$280K +12,270 +32%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.01M -$40.9K -1,791 -4%
N
20
Nuveen
North Carolina
$798K -$37.4K -1,638 -5%
BCM
21
Bridgeway Capital Management
Texas
$597K – – –
MAM
22
Martingale Asset Management
Massachusetts
$571K -$498K -21,800 -47%
Morgan Stanley
23
Morgan Stanley
New York
$563K +$34.6K +1,515 +7%
CIC
24
Cornercap Investment Counsel
Georgia
$496K +$113K +4,947 +31%
IAA
25
Independent Advisor Alliance
North Carolina
$489K – – –
1
2 3

SMBC Hedge Fund Activity: Q3 2020 in Review

59 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q3 2020, worth a combined $106M — down 4.6% from $111M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SMBC and 1 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 17 added.

The largest buyer was BlackRock, adding an estimated $2.7M. The largest seller was Royce & Associates, cutting an estimated $3.33M.

  • 59 institutional investors held Southern Missouri Bancorp (SMBC) as of Q3 2020, down from 65 in Q2 2020.
  • Funds reported $106M of Southern Missouri Bancorp stock for Q3 2020, down 4.6% quarter-over-quarter.
  • 1 fund opened new Southern Missouri Bancorp positions in Q3 2020 and 7 closed out, a net change of -6 holders.
  • The largest Southern Missouri Bancorp buyer in Q3 2020 was BlackRock, an estimated $2.7M added.
  • The largest Southern Missouri Bancorp seller in Q3 2020 was Royce & Associates, an estimated $3.33M sold.

Based on aggregated 13F filings for Q3 2020.