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Southern Missouri Bancorp
SMBC

100 hedge funds and large institutions have $249M invested in Southern Missouri Bancorp in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

48% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 25

9% more funds holding

Funds holding: 92 → 100 (+8)

1% more capital invested

Capital invested by funds: $247M → $249M (+$1.74M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.05% less ownership

Funds ownership: 49.76% → 48.71% (-1.1%)

Holders
100
Holders Change
+8
Holders Change %
+8.7%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
37
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$1.14M
2
BlackRock
BlackRock
New York
+$1.07M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$905K
4
Two Sigma Investments
Two Sigma Investments
New York
+$776K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$685K

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$8.39M
2
FCM
FJ Capital Management
Virginia
-$4.52M
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$861K
4
MTIC
Missouri Trust & Investment Company
Missouri
-$820K
5
CIC
Cornercap Investment Counsel
Georgia
-$549K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$38.5M +$905K +21,758 +3%
BlackRock
2
BlackRock
New York
$31.7M +$1.07M +25,714 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$26.8M +$685K +16,480 +3%
FCM
4
FJ Capital Management
Virginia
$22.3M -$4.52M -108,642 -18%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$15.9M +$669K +16,085 +5%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.9M -$412K -9,893 -4%
RA
7
Raffles Associates
New York
$10.9M +$125K +3,000 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$9.71M +$88.3K +2,122 +1%
MTIC
9
Missouri Trust & Investment Company
Missouri
$8.91M -$820K -19,709 -9%
State Street
10
State Street
Massachusetts
$8.64M +$346K +8,323 +5%
American Century Companies
11
American Century Companies
Missouri
$6.54M +$1.14M +27,388 +23%
Renaissance Technologies
12
Renaissance Technologies
New York
$4.85M +$341K +8,200 +8%
Northern Trust
13
Northern Trust
Illinois
$4.24M -$264K -6,342 -6%
SCP
14
Siena Capital Partners
Illinois
$3.57M – – –
Franklin Resources
15
Franklin Resources
California
$3.16M +$3.49K +84 +0.1%
AACR
16
ACR Alpine Capital Research
Missouri
$2.74M +$504K +12,125 +25%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.36M +$137K +3,282 +7%
EIP
18
Epoch Investment Partners
New York
$1.95M -$8.39M -201,796 -82%
Charles Schwab
19
Charles Schwab
California
$1.63M +$457K +10,998 +43%
Two Sigma Investments
20
Two Sigma Investments
New York
$1.41M +$776K +18,648 +148%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$1.4M – – –
First Trust Advisors
22
First Trust Advisors
Illinois
$1.39M -$75.8K -1,822 -6%
BCM
23
Bridgeway Capital Management
Texas
$1.35M +$52.4K +1,260 +4%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$1.34M +$507K +12,200 +70%
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$1.29M -$54.7K -1,316 -4%
1
2 3 4 5

SMBC Hedge Fund Activity: Q2 2024 in Review

100 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q2 2024, worth a combined $249M — up 0.7% from $247M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SMBC positions and 11 closed out — a net gain of 9 holders — while 37 added to existing stakes and 25 trimmed.

The largest buyer was American Century Companies, adding an estimated $1.14M. The largest seller was Epoch Investment Partners, cutting an estimated $8.39M.

  • 100 institutional investors held Southern Missouri Bancorp (SMBC) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $249M of Southern Missouri Bancorp stock for Q2 2024, up 0.7% quarter-over-quarter.
  • 20 funds opened new Southern Missouri Bancorp positions in Q2 2024 and 11 closed out, a net change of +9 holders.
  • The largest Southern Missouri Bancorp buyer in Q2 2024 was American Century Companies, an estimated $1.14M added.
  • The largest Southern Missouri Bancorp seller in Q2 2024 was Epoch Investment Partners, an estimated $8.39M sold.

Based on aggregated 13F filings for Q2 2024.