We are live on ! Find out more
SMBK icon

SmartFinancial

84 hedge funds and large institutions have $147M invested in SmartFinancial in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 11

24% more capital invested

Capital invested by funds: $118M → $147M (+$28.5M)

14% more funds holding

Funds holding: 7484 (+10)

3.63% more ownership

Funds ownership: 40.66%44.3% (+3.6%)

Holders
84
Holders Change
+10
Holders Change %
+13.51%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
33
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
26
Oxford Asset Management
United Kingdom
$1.18M +$604K +27,427 +123%
PIMG
27
Patriot Investment Management Group
Tennessee
$1.12M
Wells Fargo
28
Wells Fargo
California
$1.11M +$419K +19,020 +68%
LIA
29
LBMC Investment Advisors
Tennessee
$1.05M
First Trust Advisors
30
First Trust Advisors
Illinois
$852K -$19.2K -871 -2%
Morgan Stanley
31
Morgan Stanley
New York
$837K +$557K +25,291 +250%
AWP
32
Ascent Wealth Partners
New York
$834K
ET
33
Equitable Trust
Tennessee
$785K
Charles Schwab
34
Charles Schwab
California
$745K -$49K -2,225 -7%
MERSOM
35
Municipal Employees' Retirement System of Michigan
Michigan
$723K
WG
36
Winton Group
United Kingdom
$637K -$214K -9,726 -27%
Goldman Sachs
37
Goldman Sachs
New York
$627K +$91.1K +4,140 +19%
KCM
38
Kennedy Capital Management
Missouri
$624K
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$615K +$573K +26,020 New
Two Sigma Investments
40
Two Sigma Investments
New York
$551K +$246K +11,179 +92%
Truist Financial
41
Truist Financial
North Carolina
$541K +$504K +22,905 New
Bessemer Group
42
Bessemer Group
New Jersey
$508K +$473K +21,500 New
Bank of America
43
Bank of America
North Carolina
$477K +$51.3K +2,329 +13%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$465K +$344K +15,640 +385%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$463K
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$443K +$3.81K +173 +0.9%
UBS Group
47
UBS Group
Switzerland
$436K -$60.4K -2,744 -13%
Barclays
48
Barclays
United Kingdom
$385K +$216K +9,825 +152%
Squarepoint
49
Squarepoint
New York
$383K +$356K +16,199 New
JP Morgan Chase
50
JP Morgan Chase
New York
$382K -$83.5K -3,794 -19%