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Southern Missouri Bancorp
SMBC

114 hedge funds and large institutions have $334M invested in Southern Missouri Bancorp in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 33 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

24% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 33

6% more funds holding

Funds holding: 108 → 114 (+6)

1.3% more ownership

Funds ownership: 50.28% → 51.58% (+1.3%)

4% more capital invested

Capital invested by funds: $321M → $334M (+$13.1M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
114
Holders Change
+6
Holders Change %
+5.56%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
41
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.6M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.74M
3
American Century Companies
American Century Companies
Missouri
+$1.92M
4
BlackRock
BlackRock
New York
+$1.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.14M

Top Sellers

1
FCM
FJ Capital Management
Virginia
-$4.11M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.35M
3
GCP
GSA Capital Partners
United Kingdom
-$917K
4
AACR
ACR Alpine Capital Research
Missouri
-$830K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$647K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$46.3M +$1.12M +18,305 +2%
BlackRock
2
BlackRock
New York
$44.6M +$1.3M +21,176 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.3M -$647K -10,540 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$22.8M +$1.14M +18,623 +5%
FCM
5
FJ Capital Management
Virginia
$20.9M -$4.11M -66,987 -16%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.7M -$145K -2,355 -0.9%
RA
7
Raffles Associates
New York
$13.1M -$243K -3,961 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$12.4M -$136K -2,209 -1%
American Century Companies
9
American Century Companies
Missouri
$11.9M +$1.92M +31,267 +18%
State Street
10
State Street
Massachusetts
$11.8M +$414K +6,748 +3%
Franklin Resources
11
Franklin Resources
California
$6.29M +$337K +5,489 +5%
Northern Trust
12
Northern Trust
Illinois
$5.66M +$290K +4,722 +5%
Renaissance Technologies
13
Renaissance Technologies
New York
$5.3M -$147K -2,400 -3%
Charles Schwab
14
Charles Schwab
California
$5.25M +$96K +1,563 +2%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$5.23M +$5.6M +91,128 New
JP Morgan Chase
16
JP Morgan Chase
New York
$4.94M +$3.74M +60,953 +243%
SCP
17
Siena Capital Partners
Illinois
$4.55M – – –
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$3.78M +$36.8K +600 +0.9%
Morgan Stanley
19
Morgan Stanley
New York
$3.21M +$361K +5,885 +12%
EIP
20
Epoch Investment Partners
New York
$3.04M +$17.2K +280 +0.5%
AACR
21
ACR Alpine Capital Research
Missouri
$2.72M -$830K -13,515 -22%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.63M +$56.2K +915 +2%
Goldman Sachs
23
Goldman Sachs
New York
$2.5M +$210K +3,417 +8%
First Trust Advisors
24
First Trust Advisors
Illinois
$2.09M -$208K -3,383 -9%
Millennium Management
25
Millennium Management
New York
$1.89M -$200K -3,254 -9%
1
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SMBC Hedge Fund Activity: Q4 2024 in Review

114 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2024, worth a combined $334M — up 4.1% from $321M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SMBC positions and 9 closed out — a net gain of 6 holders — while 41 added to existing stakes and 33 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $5.6M. The largest seller was FJ Capital Management, cutting an estimated $4.11M.

  • 114 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2024, up from 108 in Q3 2024.
  • Funds reported $334M of Southern Missouri Bancorp stock for Q4 2024, up 4.1% quarter-over-quarter.
  • 15 funds opened new Southern Missouri Bancorp positions in Q4 2024 and 9 closed out, a net change of +6 holders.
  • The largest Southern Missouri Bancorp buyer in Q4 2024 was Mercer Global Advisors, an estimated $5.6M added.
  • The largest Southern Missouri Bancorp seller in Q4 2024 was FJ Capital Management, an estimated $4.11M sold.

Based on aggregated 13F filings for Q4 2024.