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SmartFinancial
SMBK

Overview Fund Activity

82 hedge funds and large institutions have $103M invested in SmartFinancial in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
33
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$3.47M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$6.16M
3
State Street
3
State Street
Massachusetts
$3.79M
4
PCMF
4
Private Capital Management (Florida)
Florida
$7.5M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$496K

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$1.12M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$4.09M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$0
4
MSL
4
Mackay Shields LLC
New York
$387K
5
MCM
5
Maltese Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PIMG
26
Patriot Investment Management Group
Tennessee
$655K 40,455 -7,042 -15%
Wells Fargo
27
Wells Fargo
California
$633K 39,077 +9,141 +31%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$606K 37,425 +644 +2%
BPM
29
Bowling Portfolio Management
Ohio
$584K 36,071 – –
AWP
30
Ascent Wealth Partners
New York
$571K 35,280 – –
Charles Schwab
31
Charles Schwab
California
$555K 34,276 +2,780 +9%
First Trust Advisors
32
First Trust Advisors
Illinois
$546K 33,751 +953 +3%
Bessemer Group
33
Bessemer Group
New Jersey
$505K 31,200 – –
ET
34
Equitable Trust
Tennessee
$496K 30,684 -2,490 -8%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$496K 30,651 +18,100 +144%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$492K 30,437 – –
Goldman Sachs
37
Goldman Sachs
New York
$473K 29,226 +9,022 +45%
Bank of America
38
Bank of America
North Carolina
$435K 26,868 +12,657 +89%
MSL
39
Mackay Shields LLC
New York
$387K 23,865 -23,900 -50%
Truist Financial
40
Truist Financial
North Carolina
$372K 22,996 +53 +0.2%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$371K 23,061 +1,970 +9%
Morgan Stanley
42
Morgan Stanley
New York
$363K 22,416 +5,947 +36%
Barclays
43
Barclays
United Kingdom
$356K 22,011 +12,853 +140%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$353K 21,789 +355 +2%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$321K 19,823 – –
Invesco
46
Invesco
Georgia
$298K 18,410 +806 +5%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$288K 18,825 +18,825 New
GWM
48
Geneos Wealth Management
Colorado
$259K 17,154 +17,154 New
ACA
49
Aptus Capital Advisors
Alabama
$242K 15,002 – –
TVAMP
50
Tennessee Valley Asset Management Partners
Tennessee
$235K 14,525 – –
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