We are live on ! Find out more
SMBC icon

Southern Missouri Bancorp

108 hedge funds and large institutions have $321M invested in Southern Missouri Bancorp in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

76% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 25

29% more capital invested

Capital invested by funds: $249M → $321M (+$71.6M)

8% more funds holding

Funds holding: 100108 (+8)

1.56% more ownership

Funds ownership: 48.71%50.28% (+1.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
108
Holders Change
+8
Holders Change %
+8%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
44
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$44.6M -$3.44M -65,804 -8%
BlackRock
2
BlackRock
New York
$42.7M +$2.66M +50,838 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.3M +$656K +12,528 +2%
FCM
4
FJ Capital Management
Virginia
$24.4M -$3.38M -64,664 -13%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$21.4M +$1.3M +24,824 +7%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.6M -$366K -6,996 -3%
RA
7
Raffles Associates
New York
$13.2M -$484K -9,245 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$12.3M +$111K +2,113 +1%
State Street
9
State Street
Massachusetts
$11.2M +$321K +6,135 +3%
American Century Companies
10
American Century Companies
Missouri
$9.99M +$1.64M +31,418 +22%
Franklin Resources
11
Franklin Resources
California
$6.1M +$1.77M +33,902 +48%
Renaissance Technologies
12
Renaissance Technologies
New York
$5.36M -$675K -12,900 -12%
Northern Trust
13
Northern Trust
Illinois
$5.3M -$20.6K -393 -0.4%
Charles Schwab
14
Charles Schwab
California
$5.08M +$2.81M +53,670 +148%
SCP
15
Siena Capital Partners
Illinois
$4.48M
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$3.69M +$3.42M +65,320 New
AACR
17
ACR Alpine Capital Research
Missouri
$3.45M +$6.86K +131 +0.2%
EIP
18
Epoch Investment Partners
New York
$2.98M +$491K +9,378 +22%
Morgan Stanley
19
Morgan Stanley
New York
$2.83M +$1.52M +29,030 +138%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.54M -$388K -7,420 -14%
Goldman Sachs
21
Goldman Sachs
New York
$2.27M +$1.13M +21,548 +115%
First Trust Advisors
22
First Trust Advisors
Illinois
$2.24M +$469K +8,962 +29%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$2.08M +$982K +18,756 +103%
Millennium Management
24
Millennium Management
New York
$2.05M +$1.38M +26,363 +267%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$1.89M +$327K +6,249 +23%

SMBC Hedge Fund Activity: Q3 2024 in Review

108 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q3 2024, worth a combined $321M — up 29% from $249M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SMBC positions and 8 closed out — a net gain of 8 holders — while 44 added to existing stakes and 25 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $3.42M. The largest seller was Missouri Trust & Investment Company, cutting an estimated $10.3M.

  • 108 institutional investors held Southern Missouri Bancorp (SMBC) as of Q3 2024, up from 100 in Q2 2024.
  • Funds reported $321M of Southern Missouri Bancorp stock for Q3 2024, up 29% quarter-over-quarter.
  • 16 funds opened new Southern Missouri Bancorp positions in Q3 2024 and 8 closed out, a net change of +8 holders.
  • The largest Southern Missouri Bancorp buyer in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $3.42M added.
  • The largest Southern Missouri Bancorp seller in Q3 2024 was Missouri Trust & Investment Company, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2024.