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Southern Missouri Bancorp
SMBC

86 hedge funds and large institutions have $302M invested in Southern Missouri Bancorp in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

40% more capital invested

Capital invested by funds: $216M → $302M (+$86.1M)

8% more funds holding

Funds holding: 80 → 86 (+6)

0.68% more ownership

Funds ownership: 49.17% → 49.85% (+0.68%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
36
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$3.84M
2
Morgan Stanley
Morgan Stanley
New York
+$2.04M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
+$1.34M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$795K

Top Sellers

1
FCM
FJ Capital Management
Virginia
-$5.79M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$3.57M
3
State Street
State Street
Massachusetts
-$583K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$500K
5
Millennium Management
Millennium Management
New York
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$43.3M +$137K +3,084 +0.4%
BlackRock
2
BlackRock
New York
$37.7M +$3.84M +86,248 +14%
FCM
3
FJ Capital Management
Virginia
$32.5M -$5.79M -130,107 -18%
Vanguard Group
4
Vanguard Group
Pennsylvania
$30.7M +$1M +22,559 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$17M +$579K +13,014 +4%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.6M -$500K -11,237 -4%
EIP
7
Epoch Investment Partners
New York
$14.5M +$551K +12,375 +5%
RA
8
Raffles Associates
New York
$12.4M – – –
MTIC
9
Missouri Trust & Investment Company
Missouri
$11.6M – – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.2M +$795K +17,863 +9%
State Street
11
State Street
Massachusetts
$10M -$583K -13,103 -7%
Northern Trust
12
Northern Trust
Illinois
$5.66M +$319K +7,179 +7%
American Century Companies
13
American Century Companies
Missouri
$4.79M +$552K +12,401 +16%
Renaissance Technologies
14
Renaissance Technologies
New York
$4.58M +$4.45K +100 +0.1%
SCP
15
Siena Capital Partners
Illinois
$4.23M – – –
Franklin Resources
16
Franklin Resources
California
$3.75M +$1.87K +42 +0.1%
Morgan Stanley
17
Morgan Stanley
New York
$3.2M +$2.04M +45,824 +326%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.73M -$3.52K -79 -0.2%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$2.42M +$191K +4,284 +10%
AACR
20
ACR Alpine Capital Research
Missouri
$1.91M +$54.6K +1,227 +4%
First Trust Advisors
21
First Trust Advisors
Illinois
$1.71M +$117K +2,625 +9%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$1.61M +$1.34M +30,167 New
BCM
23
Bridgeway Capital Management
Texas
$1.47M +$59.8K +1,344 +5%
Charles Schwab
24
Charles Schwab
California
$1.39M +$102K +2,301 +10%
Barclays
25
Barclays
United Kingdom
$1.27M +$519K +11,674 +96%
1
2 3 4

SMBC Hedge Fund Activity: Q4 2023 in Review

86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2023, worth a combined $302M — up 40% from $216M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SMBC positions and 4 closed out — a net gain of 8 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $3.84M. The largest seller was FJ Capital Management, cutting an estimated $5.79M.

  • 86 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2023, up from 80 in Q3 2023.
  • Funds reported $302M of Southern Missouri Bancorp stock for Q4 2023, up 40% quarter-over-quarter.
  • 12 funds opened new Southern Missouri Bancorp positions in Q4 2023 and 4 closed out, a net change of +8 holders.
  • The largest Southern Missouri Bancorp buyer in Q4 2023 was BlackRock, an estimated $3.84M added.
  • The largest Southern Missouri Bancorp seller in Q4 2023 was FJ Capital Management, an estimated $5.79M sold.

Based on aggregated 13F filings for Q4 2023.