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SmartFinancial

69 hedge funds and large institutions have $121M invested in SmartFinancial in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 8

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

27% more capital invested

Capital invested by funds: $95.4M → $121M (+$25.3M)

13% more funds holding

Funds holding: 6169 (+8)

0.8% more ownership

Funds ownership: 36.07%36.87% (+0.8%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
+8
Holders Change %
+13.11%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
34
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$872K +$301K +12,272 +57%
MPAM
27
Monarch Partners Asset Management
Massachusetts
$852K
Wells Fargo
28
Wells Fargo
California
$810K +$453K +18,495 +143%
PCMF
29
Private Capital Management (Florida)
Florida
$803K +$216K +8,817 +39%
EVC
30
Eidelman Virant Capital
Missouri
$747K -$367K -15,000 -34%
KCM
31
Kennedy Capital Management
Missouri
$680K +$210K +8,575 +48%
SCP
32
Siena Capital Partners
Illinois
$653K
First Trust Advisors
33
First Trust Advisors
Illinois
$613K +$582K +23,780 New
TCIM
34
TIAA CREF Investment Management
New York
$580K +$69K +2,819 +14%
Charles Schwab
35
Charles Schwab
California
$552K +$213K +8,700 +69%
OAM
36
Oxford Asset Management
United Kingdom
$528K +$501K +20,455 New
TA
37
Teachers Advisors
New York
$474K +$134K +5,468 +42%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$448K +$159K +6,483 +59%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$415K
SM
40
Salzhauer Michael
$356K
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$346K +$208K +8,484 +173%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$327K +$122K +5,000 +65%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$316K +$130K +5,306 +76%
MFIM
44
Mesirow Financial Investment Management
Illinois
$299K -$51.6K -2,107 -15%
BC
45
Barnett & Company
Tennessee
$283K -$241K -9,850 -47%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$275K +$261K +10,669 New
MWNA
47
Marshall Wace North America
New York
$255K +$243K +9,912 New
SCM
48
Southport Capital Management
Tennessee
$224K
WG
49
Welch Group
Alabama
$219K
Russell Investments Group
50
Russell Investments Group
United Kingdom
$193K +$9.18K +375 +5%