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SmartFinancial

67 hedge funds and large institutions have $90.8M invested in SmartFinancial in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

0% more funds holding

Funds holding: 6767 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1.82% less ownership

Funds ownership: 37.56%35.74% (-1.8%)

19% less capital invested

Capital invested by funds: $113M → $90.8M (-$21.8M)

Holders
67
Holders Change
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$617K -$287K -13,833 -29%
First Trust Advisors
27
First Trust Advisors
Illinois
$595K -$22.5K -1,083 -3%
MERSOM
28
Municipal Employees' Retirement System of Michigan
Michigan
$558K +$634K +30,550 New
Goldman Sachs
29
Goldman Sachs
New York
$548K -$28K -1,351 -4%
SM
30
Salzhauer Michael
$527K +$311K +15,000 +109%
KCM
31
Kennedy Capital Management
Missouri
$483K
SCP
32
Siena Capital Partners
Illinois
$463K
Charles Schwab
33
Charles Schwab
California
$441K
TCIM
34
TIAA CREF Investment Management
New York
$395K -$9.02K -435 -2%
OAM
35
Oxford Asset Management
United Kingdom
$374K +$111K +5,337 +35%
SB
36
Suntrust Banks
Georgia
$368K +$418K +20,170 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$341K +$387K +18,648 New
TA
38
Teachers Advisors
New York
$334K
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$325K +$8.44K +407 +2%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$291K +$102K +4,934 +45%
Deutsche Bank
41
Deutsche Bank
Germany
$275K -$278K -13,390 -47%
ACA
42
Aptus Capital Advisors
Alabama
$274K +$311K +15,002 New
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$232K
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$222K
BC
45
Barnett & Company
Tennessee
$201K
EA
46
Evergreen Advisors
Tennessee
$201K +$229K +11,021 New
WG
47
Welch Group
Alabama
$163K -$12.2K -586 -6%
AIG
48
American International Group
New York
$137K -$1.2K -58 -0.8%
PAM
49
Panagora Asset Management
Massachusetts
$137K
MIM
50
MetLife Investment Management
New Jersey
$106K