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Southern Missouri Bancorp
SMBC

92 hedge funds and large institutions have $247M invested in Southern Missouri Bancorp in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

7% more funds holding

Funds holding: 86 → 92 (+6)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.09% less ownership

Funds ownership: 49.85% → 49.76% (-0.09%)

18% less capital invested

Capital invested by funds: $302M → $247M (-$54.5M)

Holders
92
Holders Change
+6
Holders Change %
+6.98%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
29
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$1.28M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.02M
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$888K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$876K
5
Renaissance Technologies
Renaissance Technologies
New York
+$617K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.69M
2
EIP
Epoch Investment Partners
New York
-$1.23M
3
BlackRock
BlackRock
New York
-$1.23M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$770K
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$36.4M +$1.02M +22,734 +3%
BlackRock
2
BlackRock
New York
$29.7M -$1.23M -27,356 -4%
FCM
3
FJ Capital Management
Virginia
$26.4M -$147K -3,271 -0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$25.3M +$172K +3,821 +0.7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$14.8M +$876K +19,449 +6%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12M -$770K -17,091 -6%
EIP
7
Epoch Investment Partners
New York
$10.7M -$1.23M -27,369 -10%
RA
8
Raffles Associates
New York
$10.5M +$315K +7,000 +3%
MTIC
9
Missouri Trust & Investment Company
Missouri
$9.51M -$4.5K -100 -0%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.33M +$181K +4,012 +2%
State Street
11
State Street
Massachusetts
$8.03M -$198K -4,393 -2%
American Century Companies
12
American Century Companies
Missouri
$5.16M +$1.28M +28,392 +32%
Northern Trust
13
Northern Trust
Illinois
$4.4M -$244K -5,411 -5%
Renaissance Technologies
14
Renaissance Technologies
New York
$4.35M +$617K +13,700 +16%
SCP
15
Siena Capital Partners
Illinois
$3.47M – – –
Franklin Resources
16
Franklin Resources
California
$3.07M -$1.35K -30 -0%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.15M -$89.2K -1,980 -4%
AACR
18
ACR Alpine Capital Research
Missouri
$2.13M +$582K +12,925 +36%
First Trust Advisors
19
First Trust Advisors
Illinois
$1.42M +$25.5K +567 +2%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$1.36M -$642K -14,261 -31%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$1.31M -$9.23K -205 -0.7%
BCM
22
Bridgeway Capital Management
Texas
$1.25M +$55.2K +1,225 +4%
Charles Schwab
23
Charles Schwab
California
$1.11M -$30K -665 -3%
N
24
Nuveen
North Carolina
$1.01M – – –
Morgan Stanley
25
Morgan Stanley
New York
$982K -$1.69M -37,429 -62%
1
2 3 4 5

SMBC Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2024, worth a combined $247M — down 18% from $302M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SMBC positions and 9 closed out — a net gain of 6 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was American Century Companies, adding an estimated $1.28M. The largest seller was Morgan Stanley, cutting an estimated $1.69M.

  • 92 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $247M of Southern Missouri Bancorp stock for Q1 2024, down 18% quarter-over-quarter.
  • 15 funds opened new Southern Missouri Bancorp positions in Q1 2024 and 9 closed out, a net change of +6 holders.
  • The largest Southern Missouri Bancorp buyer in Q1 2024 was American Century Companies, an estimated $1.28M added.
  • The largest Southern Missouri Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $1.69M sold.

Based on aggregated 13F filings for Q1 2024.