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SmartFinancial

74 hedge funds and large institutions have $118M invested in SmartFinancial in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

6% more funds holding

Funds holding: 7074 (+4)

0.21% more ownership

Funds ownership: 40.46%40.66% (+0.21%)

3% less capital invested

Capital invested by funds: $122M → $118M (-$4.24M)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
26
LBMC Investment Advisors
Tennessee
$923K
N
27
Nuveen
North Carolina
$876K -$59.9K -2,843 -6%
First Trust Advisors
28
First Trust Advisors
Illinois
$769K +$189K +8,991 +32%
WG
29
Winton Group
United Kingdom
$764K +$773K +36,676 New
AWP
30
Ascent Wealth Partners
New York
$735K
Charles Schwab
31
Charles Schwab
California
$703K +$96.4K +4,576 +16%
ET
32
Equitable Trust
Tennessee
$691K +$43.2K +2,050 +7%
MERSOM
33
Municipal Employees' Retirement System of Michigan
Michigan
$636K
Wells Fargo
34
Wells Fargo
California
$580K +$128K +6,078 +28%
KCM
35
Kennedy Capital Management
Missouri
$550K
Goldman Sachs
36
Goldman Sachs
New York
$466K -$234K -11,127 -33%
OAM
37
Oxford Asset Management
United Kingdom
$464K +$112K +5,336 +32%
UBS Group
38
UBS Group
Switzerland
$441K +$39.4K +1,869 +10%
SB
39
Suntrust Banks
Georgia
$420K
JP Morgan Chase
40
JP Morgan Chase
New York
$415K +$246K +11,665 +141%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$408K
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$387K +$32.8K +1,556 +9%
Bank of America
43
Bank of America
North Carolina
$371K -$479K -22,751 -56%
ACA
44
Aptus Capital Advisors
Alabama
$312K
TVAMP
45
Tennessee Valley Asset Management Partners
Tennessee
$303K
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
$277K
Invesco
47
Invesco
Georgia
$272K +$485 +23 +0.2%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$265K
Two Sigma Investments
49
Two Sigma Investments
New York
$252K +$255K +12,100 New
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$246K -$35.1K -1,665 -12%