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Southern Missouri Bancorp
SMBC

87 hedge funds and large institutions have $238M invested in Southern Missouri Bancorp in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $226M → $238M (+$12.7M)

1% more funds holding

Funds holding: 86 → 87 (+1)

0.89% more ownership

Funds ownership: 52.73% → 53.62% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
28
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EIP
Epoch Investment Partners
New York
+$4.81M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.13M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$918K
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$907K
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$822K

Top Sellers

1
RA
Royce & Associates
New York
-$2.71M
2
JAM
Jacobs Asset Management
New York
-$2.06M
3
Morgan Stanley
Morgan Stanley
New York
-$690K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$632K
5
Renaissance Technologies
Renaissance Technologies
New York
-$506K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$31.6M -$330K -6,218 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$31.3M +$918K +17,286 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20.4M +$1.13M +21,251 +5%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.9M +$77.8K +1,465 +0.4%
FCM
5
FJ Capital Management
Virginia
$17.5M +$16.1K +304 +0.1%
EIP
6
Epoch Investment Partners
New York
$14.7M +$4.81M +90,662 +44%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$12.1M +$382K +7,189 +3%
RA
8
Raffles Associates
New York
$11.6M – – –
MTIC
9
Missouri Trust & Investment Company
Missouri
$10.8M – – –
State Street
10
State Street
Massachusetts
$7.7M +$762K +14,345 +10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.67M +$467K +8,804 +7%
Renaissance Technologies
12
Renaissance Technologies
New York
$6.19M -$506K -9,531 -7%
HA
13
HYA Advisors
Missouri
$4.49M +$18.4K +347 +0.4%
Northern Trust
14
Northern Trust
Illinois
$4.02M -$175K -3,295 -4%
Franklin Resources
15
Franklin Resources
California
$3.85M +$584 +11 +0%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.78M +$57.5K +1,082 +2%
SCP
17
Siena Capital Partners
Illinois
$2.53M – – –
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$2.01M +$499K +9,406 +30%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$1.82M -$84.3K -1,587 -4%
Assenagon Asset Management
20
Assenagon Asset Management
Luxembourg
$1.73M +$907K +17,076 +97%
American Century Companies
21
American Century Companies
Missouri
$1.57M +$370K +6,964 +29%
N
22
Nuveen
North Carolina
$1.42M +$14.8K +278 +1%
EI
23
EAM Investors
California
$1.4M +$19.5K +367 +1%
BCM
24
Bridgeway Capital Management
Texas
$1.26M – – –
MAM
25
Martingale Asset Management
Massachusetts
$1.23M +$279K +5,251 +27%
1
2 3 4

SMBC Hedge Fund Activity: Q1 2022 in Review

87 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2022, worth a combined $238M — up 5.6% from $226M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SMBC positions and 10 closed out — a net gain of 1 holder — while 28 added to existing stakes and 25 trimmed.

The largest buyer was Epoch Investment Partners, adding an estimated $4.81M. The largest seller was Royce & Associates, cutting an estimated $2.71M.

  • 87 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2022, up from 86 in Q4 2021.
  • Funds reported $238M of Southern Missouri Bancorp stock for Q1 2022, up 5.6% quarter-over-quarter.
  • 11 funds opened new Southern Missouri Bancorp positions in Q1 2022 and 10 closed out, a net change of +1 holder.
  • The largest Southern Missouri Bancorp buyer in Q1 2022 was Epoch Investment Partners, an estimated $4.81M added.
  • The largest Southern Missouri Bancorp seller in Q1 2022 was Royce & Associates, an estimated $2.71M sold.

Based on aggregated 13F filings for Q1 2022.