Southern Missouri Bancorp
SMBC
112 hedge funds and large institutions have $303M invested in Southern Missouri Bancorp in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 11 closing their positions.
0.08% more ownership
Funds ownership: 51.58% → 51.66% (+0.08%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 114 → 112 (-2)
9% less capital invested
Capital invested by funds: $334M → $303M (-$30.6M)
15% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 41
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $20K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.21M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.36M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$1.23M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$958K |
| 5 |
Lazard Asset Management
New York
|
+$926K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$5.23M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$1.45M |
| 3 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$1.14M |
| 4 |
JP Morgan Chase
New York
|
-$1.01M |
| 5 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$711K |
SMBC Hedge Fund Activity: Q1 2025 in Review
112 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2025, worth a combined $303M — down 9.2% from $334M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of SMBC and 9 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 35 added.
The largest buyer was Fidelity Investments, adding an estimated $3.21M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $5.23M sold.
- 112 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2025, down from 114 in Q4 2024.
- Funds reported $303M of Southern Missouri Bancorp stock for Q1 2025, down 9.2% quarter-over-quarter.
- 9 funds opened new Southern Missouri Bancorp positions in Q1 2025 and 11 closed out, a net change of -2 holders.
- The largest Southern Missouri Bancorp buyer in Q1 2025 was Fidelity Investments, an estimated $3.21M added.
- The largest Southern Missouri Bancorp seller in Q1 2025 was Mercer Global Advisors, an estimated $5.23M sold.
Based on aggregated 13F filings for Q1 2025.