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Southern Missouri Bancorp
SMBC

Overview Fund Activity

80 hedge funds and large institutions have $216M invested in Southern Missouri Bancorp in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 8 closing their positions.

Holders
80
Holders Change
-4
Holders Change %
-4.76%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
23
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWP
1
Balboa Wealth Partners
Arizona
$616K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$31.2M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$11.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$21.4M
5
Millennium Management
5
Millennium Management
New York
$350K

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$0
2
BlackRock
2
BlackRock
New York
$24M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7M
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$661K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$31.2M 807,087 +15,771 +2%
FCM
2
FJ Capital Management
Virginia
$28.6M 738,371 – –
BlackRock
3
BlackRock
New York
$24M 620,412 -14,803 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$21.4M 552,438 +10,709 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.8M 305,770 +12,527 +4%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7M 303,321 -10,502 -3%
EIP
7
Epoch Investment Partners
New York
$10.1M 260,125 +3,743 +1%
RA
8
Raffles Associates
New York
$8.99M 232,292 – –
MTIC
9
Missouri Trust & Investment Company
Missouri
$8.42M 217,742 – –
State Street
10
State Street
Massachusetts
$7.79M 201,239 +2,672 +1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.42M 191,643 +7,460 +4%
Northern Trust
12
Northern Trust
Illinois
$3.82M 98,840 +3,679 +4%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$3.57M 92,279 +432 +0.5%
Renaissance Technologies
14
Renaissance Technologies
New York
$3.32M 85,734 -4,400 -5%
SCP
15
Siena Capital Partners
Illinois
$3.05M 79,314 – –
American Century Companies
16
American Century Companies
Missouri
$2.99M 77,231 +7,451 +11%
Franklin Resources
17
Franklin Resources
California
$2.72M 70,177 +99 +0.1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.98M 51,200 +430 +0.8%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$1.59M 41,016 -2,807 -6%
AACR
20
ACR Alpine Capital Research
Missouri
$1.34M 34,583 -6,141 -15%
First Trust Advisors
21
First Trust Advisors
Illinois
$1.14M 29,408 -342 -1%
BCM
22
Bridgeway Capital Management
Texas
$1.01M 26,132 +1,106 +4%
BCM
23
BTC Capital Management
Iowa
$995K 25,715 -2,460 -9%
Charles Schwab
24
Charles Schwab
California
$915K 23,653 -1 -0%
Swiss National Bank
25
Swiss National Bank
Switzerland
$811K 20,953 – –
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