We are live on ! Find out more
SMBC icon

Southern Missouri Bancorp
SMBC

60 hedge funds and large institutions have $134M invested in Southern Missouri Bancorp in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

27% more capital invested

Capital invested by funds: $106M → $134M (+$28.2M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 59 → 60 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.97% less ownership

Funds ownership: 49.34% → 48.37% (-0.97%)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
26
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.22M
2
FCM
FJ Capital Management
Virginia
+$1.58M
3
RA
Royce & Associates
New York
+$764K
4
BlackRock
BlackRock
New York
+$719K
5
JP Morgan Chase
JP Morgan Chase
New York
+$455K

Top Sellers

Rank Fund Capital Flow
1
JAM
Jacobs Asset Management
New York
-$3.52M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$2.58M
3
MCM
Maltese Capital Management
New York
-$2.19M
4
MAM
Martingale Asset Management
Massachusetts
-$571K
5
CIC
Cornercap Investment Counsel
Georgia
-$496K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1
FJ Capital Management
Virginia
$21.5M +$1.58M +57,000 +9%
BlackRock
2
BlackRock
New York
$19.4M +$719K +25,882 +4%
JAM
3
Jacobs Asset Management
New York
$11.7M -$3.52M -126,684 -25%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.4M +$9.11K +328 +0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.43M -$2.58M -92,878 -23%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$7.1M +$74.7K +2,689 +1%
RA
7
Raffles Associates
New York
$7.07M – – –
RA
8
Royce & Associates
New York
$5.2M +$764K +27,501 +19%
State Street
9
State Street
Massachusetts
$4.58M -$123K -4,434 -3%
Renaissance Technologies
10
Renaissance Technologies
New York
$4.37M +$133K +4,793 +3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$3.53M +$3.22M +115,954 New
Northern Trust
12
Northern Trust
Illinois
$3.52M -$88.6K -3,189 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.35M +$2.83K +102 +0.1%
HA
14
HYA Advisors
Missouri
$2.68M +$11.5K +414 +0.5%
Franklin Resources
15
Franklin Resources
California
$2.47M -$137K -4,947 -6%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$1.8M +$81.9K +2,950 +5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.72M +$378K +13,614 +32%
SCP
18
Siena Capital Partners
Illinois
$1.55M – – –
Russell Investments Group
19
Russell Investments Group
United Kingdom
$1.24M -$276K -9,923 -20%
N
20
Nuveen
North Carolina
$1.2M +$150K +5,405 +16%
Morgan Stanley
21
Morgan Stanley
New York
$815K +$79.1K +2,849 +12%
BCM
22
Bridgeway Capital Management
Texas
$770K – – –
JP Morgan Chase
23
JP Morgan Chase
New York
$710K +$455K +16,393 +237%
IAA
24
Independent Advisor Alliance
North Carolina
$631K – – –
Charles Schwab
25
Charles Schwab
California
$592K +$21.4K +771 +4%
1
2 3

SMBC Hedge Fund Activity: Q4 2020 in Review

60 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2020, worth a combined $134M — up 27% from $106M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SMBC positions and 4 closed out — a net gain of 1 holder — while 26 added to existing stakes and 17 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $3.22M. The largest seller was Jacobs Asset Management, cutting an estimated $3.52M.

  • 60 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2020, up from 59 in Q3 2020.
  • Funds reported $134M of Southern Missouri Bancorp stock for Q4 2020, up 27% quarter-over-quarter.
  • 5 funds opened new Southern Missouri Bancorp positions in Q4 2020 and 4 closed out, a net change of +1 holder.
  • The largest Southern Missouri Bancorp buyer in Q4 2020 was Fidelity Investments, an estimated $3.22M added.
  • The largest Southern Missouri Bancorp seller in Q4 2020 was Jacobs Asset Management, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2020.