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Southern Missouri Bancorp

90 hedge funds and large institutions have $201M invested in Southern Missouri Bancorp in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more funds holding

Funds holding: 8090 (+10)

1% less capital invested

Capital invested by funds: $204M → $201M (-$2.21M)

3.72% less ownership

Funds ownership: 51.32%47.6% (-3.7%)

Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
39
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$29.3M +$16.1M +357,093 +84%
BlackRock
2
BlackRock
New York
$22.1M -$164K -3,648 -0.6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$20.3M +$131K +2,913 +0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.2M +$4.5M +99,962 +23%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12M -$319K -7,086 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$10.9M +$703K +15,632 +6%
EIP
7
Epoch Investment Partners
New York
$10M +$17.1K +379 +0.1%
RA
8
Raffles Associates
New York
$8.8M +$131K +2,914 +1%
MTIC
9
Missouri Trust & Investment Company
Missouri
$8.15M +$45K +1,000 +0.5%
State Street
10
State Street
Massachusetts
$6.68M +$471K +10,458 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.49M +$954K +21,192 +14%
Renaissance Technologies
12
Renaissance Technologies
New York
$4.26M +$238K +5,300 +5%
Northern Trust
13
Northern Trust
Illinois
$3.44M +$448K +9,955 +12%
SCP
14
Siena Capital Partners
Illinois
$2.97M
Franklin Resources
15
Franklin Resources
California
$2.88M +$585 +13 +0%
American Century Companies
16
American Century Companies
Missouri
$2.42M +$431K +9,568 +17%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$2.01M +$252K +5,600 +12%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.86M -$49.9K -1,110 -2%
Millennium Management
19
Millennium Management
New York
$1.51M +$1.82M +40,464 New
Two Sigma Advisers
20
Two Sigma Advisers
New York
$1.25M +$1.5M +33,400 New
First Trust Advisors
21
First Trust Advisors
Illinois
$1.15M +$192K +4,263 +16%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$1.12M
Stifel Financial
23
Stifel Financial
Missouri
$1.11M +$1.33M +29,603 New
Two Sigma Investments
24
Two Sigma Investments
New York
$1.08M +$1.3M +28,887 New
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$1.02M -$358K -7,958 -22%

SMBC Hedge Fund Activity: Q1 2023 in Review

90 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2023, worth a combined $201M — down 1.1% from $204M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SMBC positions and 4 closed out — a net gain of 10 holders — while 39 added to existing stakes and 24 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $16.1M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $4.17M sold.

  • 90 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2023, up from 80 in Q4 2022.
  • Funds reported $201M of Southern Missouri Bancorp stock for Q1 2023, down 1.1% quarter-over-quarter.
  • 14 funds opened new Southern Missouri Bancorp positions in Q1 2023 and 4 closed out, a net change of +10 holders.
  • The largest Southern Missouri Bancorp buyer in Q1 2023 was FJ Capital Management, an estimated $16.1M added.
  • The largest Southern Missouri Bancorp seller in Q1 2023 was Mercer Global Advisors, an estimated $4.17M sold.

Based on aggregated 13F filings for Q1 2023.