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Southern Missouri Bancorp

84 hedge funds and large institutions have $218M invested in Southern Missouri Bancorp in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

8% more capital invested

Capital invested by funds: $201M → $218M (+$16.3M)

2.36% more ownership

Funds ownership: 47.6%49.96% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less funds holding

Funds holding: 9084 (-6)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
84
Holders Change
-6
Holders Change %
-6.67%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
35
Reduced
30
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$30.4M +$9.18M +249,240 +46%
FCM
2
FJ Capital Management
Virginia
$28.4M -$1.62M -44,032 -6%
BlackRock
3
BlackRock
New York
$24.4M +$1.64M +44,530 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.8M +$59.6K +1,618 +0.3%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.1M -$261K -7,095 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$11.3M +$29.8K +809 +0.3%
EIP
7
Epoch Investment Partners
New York
$9.86M -$405K -10,993 -4%
RA
8
Raffles Associates
New York
$8.93M -$107K -2,914 -1%
MTIC
9
Missouri Trust & Investment Company
Missouri
$8.37M +$331 +9 +0%
State Street
10
State Street
Massachusetts
$7.63M +$734K +19,935 +11%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.08M +$394K +10,702 +6%
Northern Trust
12
Northern Trust
Illinois
$3.66M +$115K +3,119 +3%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$3.53M +$3.38M +91,847 New
Renaissance Technologies
14
Renaissance Technologies
New York
$3.47M -$877K -23,800 -21%
SCP
15
Siena Capital Partners
Illinois
$3.05M
Franklin Resources
16
Franklin Resources
California
$2.69M -$258K -7,002 -9%
American Century Companies
17
American Century Companies
Missouri
$2.68M +$164K +4,440 +7%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$2.57M +$484K +13,130 +24%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.95M +$42.1K +1,142 +2%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$1.68M +$508K +13,790 +46%
AACR
21
ACR Alpine Capital Research
Missouri
$1.57M +$719K +19,511 +92%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.14M -$32.5K -883 -3%
BCM
23
BTC Capital Management
Iowa
$1.08M +$1.04M +28,175 New
N
24
Nuveen
North Carolina
$1.03M +$357K +9,700 +57%
BCM
25
Bridgeway Capital Management
Texas
$962K +$15.7K +426 +2%

SMBC Hedge Fund Activity: Q2 2023 in Review

84 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q2 2023, worth a combined $218M — up 8.1% from $201M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SMBC and 9 opened new positions — a net loss of 6 holders — while 30 trimmed existing stakes and 35 added.

The largest buyer was Fidelity Investments, adding an estimated $9.18M. The largest seller was FJ Capital Management, cutting an estimated $1.62M.

  • 84 institutional investors held Southern Missouri Bancorp (SMBC) as of Q2 2023, down from 90 in Q1 2023.
  • Funds reported $218M of Southern Missouri Bancorp stock for Q2 2023, up 8.1% quarter-over-quarter.
  • 9 funds opened new Southern Missouri Bancorp positions in Q2 2023 and 15 closed out, a net change of -6 holders.
  • The largest Southern Missouri Bancorp buyer in Q2 2023 was Fidelity Investments, an estimated $9.18M added.
  • The largest Southern Missouri Bancorp seller in Q2 2023 was FJ Capital Management, an estimated $1.62M sold.

Based on aggregated 13F filings for Q2 2023.