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Southern Missouri Bancorp
SMBC

86 hedge funds and large institutions have $226M invested in Southern Missouri Bancorp in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

23% more funds holding

Funds holding: 70 → 86 (+16)

15% more capital invested

Capital invested by funds: $196M → $226M (+$29.4M)

3.62% more ownership

Funds ownership: 49.11% → 52.73% (+3.6%)

Holders
86
Holders Change
+16
Holders Change %
+22.86%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
25
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EIP
Epoch Investment Partners
New York
+$10.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.6M
3
EI
EAM Investors
California
+$1.44M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$918K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$632K

Top Sellers

1
JAM
Jacobs Asset Management
New York
-$5.06M
2
RA
Royce & Associates
New York
-$4.1M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$2.43M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.52M
5
BlackRock
BlackRock
New York
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$33.4M -$1.1M -21,186 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$31.8M +$1.6M +30,688 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20.2M -$1.52M -29,203 -7%
FCM
4
FJ Capital Management
Virginia
$18.3M – – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$12.2M +$63.4K +1,217 +0.5%
RA
6
Raffles Associates
New York
$12.1M – – –
MTIC
7
Missouri Trust & Investment Company
Missouri
$11.3M +$11.2M +215,733 New
EIP
8
Epoch Investment Partners
New York
$10.6M +$10.6M +203,956 New
State Street
9
State Street
Massachusetts
$7.29M -$422K -8,101 -5%
Renaissance Technologies
10
Renaissance Technologies
New York
$6.96M +$153K +2,943 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.51M +$98.9K +1,897 +2%
HA
12
HYA Advisors
Missouri
$4.67M +$16.5K +317 +0.4%
Northern Trust
13
Northern Trust
Illinois
$4.38M -$111K -2,133 -2%
Franklin Resources
14
Franklin Resources
California
$4.02M -$213K -4,092 -5%
RA
15
Royce & Associates
New York
$3.1M -$4.1M -78,648 -57%
JAM
16
Jacobs Asset Management
New York
$2.94M -$5.06M -97,124 -63%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.85M -$85.4K -1,638 -3%
SCP
18
Siena Capital Partners
Illinois
$2.65M – – –
Russell Investments Group
19
Russell Investments Group
United Kingdom
$1.98M -$1M -19,209 -34%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$1.61M +$576K +11,045 +56%
Morgan Stanley
21
Morgan Stanley
New York
$1.49M +$203K +3,897 +16%
EI
22
EAM Investors
California
$1.45M +$1.44M +27,711 New
N
23
Nuveen
North Carolina
$1.43M -$164K -3,156 -10%
BCM
24
Bridgeway Capital Management
Texas
$1.32M – – –
American Century Companies
25
American Century Companies
Missouri
$1.27M +$309K +5,928 +32%
1
2 3 4

SMBC Hedge Fund Activity: Q4 2021 in Review

86 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2021, worth a combined $226M — up 15% from $196M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SMBC positions and 4 closed out — a net gain of 16 holders — while 25 added to existing stakes and 20 trimmed.

The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $10.6M. The largest seller was Jacobs Asset Management, cutting an estimated $5.06M.

  • 86 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2021, up from 70 in Q3 2021.
  • Funds reported $226M of Southern Missouri Bancorp stock for Q4 2021, up 15% quarter-over-quarter.
  • 20 funds opened new Southern Missouri Bancorp positions in Q4 2021 and 4 closed out, a net change of +16 holders.
  • The largest Southern Missouri Bancorp buyer in Q4 2021 was Epoch Investment Partners, an estimated $10.6M added.
  • The largest Southern Missouri Bancorp seller in Q4 2021 was Jacobs Asset Management, an estimated $5.06M sold.

Based on aggregated 13F filings for Q4 2021.