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Southern Missouri Bancorp

82 hedge funds and large institutions have $243M invested in Southern Missouri Bancorp in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $214M → $243M (+$28.4M)

0.66% more ownership

Funds ownership: 50.9%51.56% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less funds holding

Funds holding: 8382 (-1)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
24
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$34.7M +$6.59M +128,891 +23%
BlackRock
2
BlackRock
New York
$30.6M -$2.31M -45,134 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.2M +$251K +4,911 +1%
FCM
4
FJ Capital Management
Virginia
$17.6M
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.3M -$748K -14,632 -4%
EIP
6
Epoch Investment Partners
New York
$14.3M -$213K -4,176 -1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$13.8M +$641K +12,552 +5%
RA
8
Raffles Associates
New York
$11.9M
MTIC
9
Missouri Trust & Investment Company
Missouri
$11.1M
State Street
10
State Street
Massachusetts
$7.94M +$146K +2,861 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.17M -$200K -3,908 -3%
Renaissance Technologies
12
Renaissance Technologies
New York
$4.86M -$1.71M -33,400 -26%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$4.62M +$4.63M +90,588 New
Northern Trust
14
Northern Trust
Illinois
$4.13M -$122K -2,381 -3%
SCP
15
Siena Capital Partners
Illinois
$4.05M
Franklin Resources
16
Franklin Resources
California
$3.93M +$204 +4 +0%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.79M +$139K +2,725 +5%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$2.31M +$2.32M +45,350 New
American Century Companies
19
American Century Companies
Missouri
$2.25M +$233K +4,567 +12%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$2.06M
Invesco
21
Invesco
Georgia
$1.86M +$1.17M +22,903 +168%
N
22
Nuveen
North Carolina
$1.38M -$37.8K -739 -3%
BCM
23
Bridgeway Capital Management
Texas
$1.29M
First Trust Advisors
24
First Trust Advisors
Illinois
$1.21M +$1.21M +23,679 New
MAM
25
Martingale Asset Management
Massachusetts
$1.16M -$115K -2,251 -9%

SMBC Hedge Fund Activity: Q3 2022 in Review

82 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q3 2022, worth a combined $243M — up 13% from $214M a quarter earlier.

Fund positioning in SMBC was balanced in Q3 2022: 9 funds opened new positions, 9 closed out, 24 added to existing stakes and 27 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $6.59M. The largest seller was Royce & Associates, exiting entirely with an estimated $2.61M sold.

  • 82 institutional investors held Southern Missouri Bancorp (SMBC) as of Q3 2022, down from 83 in Q2 2022.
  • Funds reported $243M of Southern Missouri Bancorp stock for Q3 2022, up 13% quarter-over-quarter.
  • 9 funds opened new Southern Missouri Bancorp positions in Q3 2022 and 9 closed out, a net change of 0 holders.
  • The largest Southern Missouri Bancorp buyer in Q3 2022 was Fidelity Investments, an estimated $6.59M added.
  • The largest Southern Missouri Bancorp seller in Q3 2022 was Royce & Associates, an estimated $2.61M sold.

Based on aggregated 13F filings for Q3 2022.