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SmartFinancial

70 hedge funds and large institutions have $122M invested in SmartFinancial in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

20% more capital invested

Capital invested by funds: $102M → $122M (+$20M)

1.63% more ownership

Funds ownership: 38.82%40.46% (+1.6%)

0% more funds holding

Funds holding: 7070 (0)

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
28
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
26
Ascent Wealth Partners
New York
$765K
Goldman Sachs
27
Goldman Sachs
New York
$726K +$69.6K +3,365 +11%
ET
28
Equitable Trust
Tennessee
$675K +$324K +15,664 +101%
MERSOM
29
Municipal Employees' Retirement System of Michigan
Michigan
$663K
Charles Schwab
30
Charles Schwab
California
$633K +$55.9K +2,705 +10%
First Trust Advisors
31
First Trust Advisors
Illinois
$606K -$42.7K -2,065 -7%
KCM
32
Kennedy Capital Management
Missouri
$572K
MSL
33
Mackay Shields LLC
New York
$559K +$285K +13,764 +115%
Wells Fargo
34
Wells Fargo
California
$472K -$91.3K -4,416 -17%
SB
35
Suntrust Banks
Georgia
$438K
Deutsche Bank
36
Deutsche Bank
Germany
$429K -$66.8K -3,232 -14%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$425K +$37.1K +1,795 +10%
UBS Group
38
UBS Group
Switzerland
$419K +$372K +17,968 +1,322%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$369K +$26.9K +1,301 +8%
OAM
40
Oxford Asset Management
United Kingdom
$367K -$43.4K -2,097 -11%
Millennium Management
41
Millennium Management
New York
$362K +$128K +6,198 +59%
ACA
42
Aptus Capital Advisors
Alabama
$325K +$310K +15,002 New
TVAMP
43
Tennessee Valley Asset Management Partners
Tennessee
$315K -$43.9K -2,125 -13%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$292K +$88.6K +4,285 +47%
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$288K
Invesco
46
Invesco
Georgia
$283K -$12.2K -588 -4%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$275K
BC
48
Barnett & Company
Tennessee
$239K
EA
49
Evergreen Advisors
Tennessee
$239K
Morgan Stanley
50
Morgan Stanley
New York
$217K -$98K -4,739 -32%