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Southern Missouri Bancorp
SMBC

83 hedge funds and large institutions have $214M invested in Southern Missouri Bancorp in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.72% less ownership

Funds ownership: 53.62% → 50.9% (-2.7%)

5% less funds holding

Funds holding: 87 → 83 (-4)

10% less capital invested

Capital invested by funds: $238M → $214M (-$23.9M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
31
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
Royce & Associates
New York
+$2.23M
2
SCP
Siena Capital Partners
Illinois
+$1.3M
3
Goldman Sachs
Goldman Sachs
New York
+$1.25M
4
Victory Capital Management
Victory Capital Management
Texas
+$906K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$775K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.41M
2
EI
EAM Investors
California
-$1.4M
3
Millennium Management
Millennium Management
New York
-$1.17M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$952K
5
JAM
Jacobs Asset Management
New York
-$878K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$29.2M +$507K +11,203 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$24.9M -$3.41M -75,246 -12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.6M +$119K +2,622 +0.6%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16M -$194K -4,285 -1%
FCM
5
FJ Capital Management
Virginia
$15.6M -$240K -5,304 -2%
EIP
6
Epoch Investment Partners
New York
$12.8M -$484K -10,697 -4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$11.7M +$775K +17,111 +7%
RA
8
Raffles Associates
New York
$10.5M – – –
MTIC
9
Missouri Trust & Investment Company
Missouri
$9.81M +$45.3K +1,000 +0.5%
State Street
10
State Street
Massachusetts
$6.92M -$56.7K -1,253 -0.8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.54M +$495K +10,940 +8%
Renaissance Technologies
12
Renaissance Technologies
New York
$5.82M +$208K +4,588 +4%
HA
13
HYA Advisors
Missouri
$4.08M +$17K +376 +0.4%
Northern Trust
14
Northern Trust
Illinois
$3.77M +$128K +2,825 +4%
SCP
15
Siena Capital Partners
Illinois
$3.59M +$1.3M +28,623 +56%
Franklin Resources
16
Franklin Resources
California
$3.49M -$272 -6 -0%
RA
17
Royce & Associates
New York
$2.61M +$2.23M +49,272 +586%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.35M -$168K -3,709 -7%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$1.83M +$2.85K +63 +0.2%
American Century Companies
20
American Century Companies
Missouri
$1.79M +$367K +8,105 +26%
Goldman Sachs
21
Goldman Sachs
New York
$1.61M +$1.25M +27,674 +350%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$1.29M -$351K -7,750 -21%
N
23
Nuveen
North Carolina
$1.26M -$18.2K -403 -1%
BCM
24
Bridgeway Capital Management
Texas
$1.15M – – –
MAM
25
Martingale Asset Management
Massachusetts
$1.13M +$15.9K +351 +1%
1
2 3 4

SMBC Hedge Fund Activity: Q2 2022 in Review

83 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q2 2022, worth a combined $214M — down 10% from $238M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SMBC and 8 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 31 added.

The largest buyer was Royce & Associates, adding an estimated $2.23M. The largest seller was Fidelity Investments, cutting an estimated $3.41M.

  • 83 institutional investors held Southern Missouri Bancorp (SMBC) as of Q2 2022, down from 87 in Q1 2022.
  • Funds reported $214M of Southern Missouri Bancorp stock for Q2 2022, down 10% quarter-over-quarter.
  • 8 funds opened new Southern Missouri Bancorp positions in Q2 2022 and 11 closed out, a net change of -3 holders.
  • The largest Southern Missouri Bancorp buyer in Q2 2022 was Royce & Associates, an estimated $2.23M added.
  • The largest Southern Missouri Bancorp seller in Q2 2022 was Fidelity Investments, an estimated $3.41M sold.

Based on aggregated 13F filings for Q2 2022.