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Southern Missouri Bancorp
SMBC

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.8% less ownership

Funds ownership: 49.96% → 49.17% (-0.8%)

1% less capital invested

Capital invested by funds: $218M → $216M (-$1.95M)

5% less funds holding

Funds holding: 84 → 80 (-4)

28% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 32

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
80
Holders Change
-4
Holders Change %
-4.76%
% of All Funds
1.27%
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
Balboa Wealth Partners
Arizona
+$681K
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$674K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$536K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$458K
5
Millennium Management
Millennium Management
New York
+$387K

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$2.57M
2
BlackRock
BlackRock
New York
-$633K
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$449K
4
N
Nuveen
North Carolina
-$415K
5
Ameriprise
Ameriprise
Minnesota
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$31.2M +$674K +15,771 +2%
FCM
2
FJ Capital Management
Virginia
$28.6M – – –
BlackRock
3
BlackRock
New York
$24M -$633K -14,803 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$21.4M +$458K +10,709 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.8M +$536K +12,527 +4%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7M -$449K -10,502 -3%
EIP
7
Epoch Investment Partners
New York
$10.1M +$160K +3,743 +1%
RA
8
Raffles Associates
New York
$8.99M – – –
MTIC
9
Missouri Trust & Investment Company
Missouri
$8.42M – – –
State Street
10
State Street
Massachusetts
$7.79M +$114K +2,672 +1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.42M +$319K +7,460 +4%
Northern Trust
12
Northern Trust
Illinois
$3.82M +$157K +3,679 +4%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$3.57M +$18.5K +432 +0.5%
Renaissance Technologies
14
Renaissance Technologies
New York
$3.32M -$188K -4,400 -5%
SCP
15
Siena Capital Partners
Illinois
$3.05M – – –
American Century Companies
16
American Century Companies
Missouri
$2.99M +$319K +7,451 +11%
Franklin Resources
17
Franklin Resources
California
$2.72M +$4.23K +99 +0.1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.98M +$18.4K +430 +0.8%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$1.59M -$120K -2,807 -6%
AACR
20
ACR Alpine Capital Research
Missouri
$1.34M -$263K -6,141 -15%
First Trust Advisors
21
First Trust Advisors
Illinois
$1.14M -$14.6K -342 -1%
BCM
22
Bridgeway Capital Management
Texas
$1.01M +$47.3K +1,106 +4%
BCM
23
BTC Capital Management
Iowa
$995K -$105K -2,460 -9%
Charles Schwab
24
Charles Schwab
California
$915K -$43 -1 -0%
Swiss National Bank
25
Swiss National Bank
Switzerland
$811K – – –
1
2 3 4

SMBC Hedge Fund Activity: Q3 2023 in Review

80 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q3 2023, worth a combined $216M — down 0.9% from $218M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SMBC and 5 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 23 added.

The largest buyer was Balboa Wealth Partners, opening a new position worth an estimated $681K. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $2.57M sold.

  • 80 institutional investors held Southern Missouri Bancorp (SMBC) as of Q3 2023, down from 84 in Q2 2023.
  • Funds reported $216M of Southern Missouri Bancorp stock for Q3 2023, down 0.9% quarter-over-quarter.
  • 5 funds opened new Southern Missouri Bancorp positions in Q3 2023 and 8 closed out, a net change of -3 holders.
  • The largest Southern Missouri Bancorp buyer in Q3 2023 was Balboa Wealth Partners, an estimated $681K added.
  • The largest Southern Missouri Bancorp seller in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $2.57M sold.

Based on aggregated 13F filings for Q3 2023.