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SmartFinancial

70 hedge funds and large institutions have $102M invested in SmartFinancial in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

13% more capital invested

Capital invested by funds: $90.8M → $102M (+$11.7M)

4% more funds holding

Funds holding: 6770 (+3)

3.08% more ownership

Funds ownership: 35.74%38.82% (+3.1%)

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
26
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
26
Municipal Employees' Retirement System of Michigan
Michigan
$578K
Goldman Sachs
27
Goldman Sachs
New York
$569K +$1.8K +94 +0.3%
First Trust Advisors
28
First Trust Advisors
Illinois
$567K -$48.7K -2,552 -8%
Charles Schwab
29
Charles Schwab
California
$500K +$44.7K +2,340 +10%
KCM
30
Kennedy Capital Management
Missouri
$499K -$420 -22 -0.1%
Wells Fargo
31
Wells Fargo
California
$495K -$162K -8,478 -24%
SCP
32
Siena Capital Partners
Illinois
$479K
Deutsche Bank
33
Deutsche Bank
Germany
$433K +$150K +7,832 +52%
TCIM
34
TIAA CREF Investment Management
New York
$406K -$3.17K -166 -0.8%
SB
35
Suntrust Banks
Georgia
$381K
OAM
36
Oxford Asset Management
United Kingdom
$360K -$27.5K -1,439 -7%
TA
37
Teachers Advisors
New York
$346K
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$337K
TVAMP
39
Tennessee Valley Asset Management Partners
Tennessee
$315K +$318K +16,650 New
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$297K -$4.47K -234 -1%
ET
41
Equitable Trust
Tennessee
$292K +$295K +15,460 New
Morgan Stanley
42
Morgan Stanley
New York
$279K -$364K -19,068 -56%
Invesco
43
Invesco
Georgia
$258K +$260K +13,627 New
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$251K +$21K +1,100 +9%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$240K
MSL
46
Mackay Shields LLC
New York
$227K +$229K +12,001 New
PTC
47
Petrus Trust Company
Texas
$212K +$214K +11,189 New
BC
48
Barnett & Company
Tennessee
$208K
EA
49
Evergreen Advisors
Tennessee
$208K
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$201K -$153K -8,000 -43%