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Southern Missouri Bancorp
SMBC

64 hedge funds and large institutions have $176M invested in Southern Missouri Bancorp in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

31% more capital invested

Capital invested by funds: $134M → $176M (+$42M)

7% more funds holding

Funds holding: 60 → 64 (+4)

1.32% more ownership

Funds ownership: 48.37% → 49.69% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
19
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.18M
2
BlackRock
BlackRock
New York
+$1.73M
3
RA
Royce & Associates
New York
+$1.1M
4
Goldman Sachs
Goldman Sachs
New York
+$1.04M
5
MCM
Maltese Capital Management
New York
+$941K

Top Sellers

1
JAM
Jacobs Asset Management
New York
-$2.73M
2
Northern Trust
Northern Trust
Illinois
-$876K
3
Renaissance Technologies
Renaissance Technologies
New York
-$832K
4
Wells Fargo
Wells Fargo
California
-$569K
5
State Street
State Street
Massachusetts
-$343K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1
FJ Capital Management
Virginia
$27.9M +$3.58K +100 +0%
BlackRock
2
BlackRock
New York
$27M +$1.73M +48,297 +8%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.5M +$61.8K +1,726 +0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.3M +$69.8K +1,951 +0.6%
JAM
5
Jacobs Asset Management
New York
$12.2M -$2.73M -76,316 -20%
RA
6
Raffles Associates
New York
$9.16M – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$9.15M -$70.6K -1,973 -0.8%
RA
8
Royce & Associates
New York
$7.94M +$1.1M +30,596 +18%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$6.97M +$2.18M +60,796 +52%
State Street
10
State Street
Massachusetts
$5.55M -$343K -9,591 -6%
Renaissance Technologies
11
Renaissance Technologies
New York
$4.74M -$832K -23,243 -16%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.64M +$277K +7,751 +7%
Northern Trust
13
Northern Trust
Illinois
$3.59M -$876K -24,472 -21%
HA
14
HYA Advisors
Missouri
$3.49M +$13.3K +372 +0.4%
Franklin Resources
15
Franklin Resources
California
$3.2M +$1.29K +36 +0%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$2.41M +$63.3K +1,770 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.2M -$29K -811 -1%
SCP
18
Siena Capital Partners
Illinois
$2M – – –
N
19
Nuveen
North Carolina
$1.46M -$83.1K -2,322 -6%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$1.29M -$281K -7,861 -19%
Goldman Sachs
21
Goldman Sachs
New York
$1.15M +$1.04M +29,197 New
MCM
22
Maltese Capital Management
New York
$1.04M +$941K +26,300 New
BCM
23
Bridgeway Capital Management
Texas
$997K – – –
JP Morgan Chase
24
JP Morgan Chase
New York
$936K +$16.4K +457 +2%
CIC
25
Cornercap Investment Counsel
Georgia
$825K +$749K +20,940 New
1
2 3

SMBC Hedge Fund Activity: Q1 2021 in Review

64 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2021, worth a combined $176M — up 31% from $134M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SMBC positions and 4 closed out — a net gain of 4 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.18M. The largest seller was Jacobs Asset Management, cutting an estimated $2.73M.

  • 64 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2021, up from 60 in Q4 2020.
  • Funds reported $176M of Southern Missouri Bancorp stock for Q1 2021, up 31% quarter-over-quarter.
  • 8 funds opened new Southern Missouri Bancorp positions in Q1 2021 and 4 closed out, a net change of +4 holders.
  • The largest Southern Missouri Bancorp buyer in Q1 2021 was Fidelity Investments, an estimated $2.18M added.
  • The largest Southern Missouri Bancorp seller in Q1 2021 was Jacobs Asset Management, an estimated $2.73M sold.

Based on aggregated 13F filings for Q1 2021.