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SmartFinancial

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.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $95.2M → $103M (+$7.51M)

4% more funds holding

Funds holding: 7982 (+3)

0.92% more ownership

Funds ownership: 40.82%41.74% (+0.92%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.68%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
26
Patriot Investment Management Group
Tennessee
$655K -$103K -7,042 -15%
Wells Fargo
27
Wells Fargo
California
$633K +$134K +9,141 +31%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$606K +$9.41K +644 +2%
BPM
29
Bowling Portfolio Management
Ohio
$584K
AWP
30
Ascent Wealth Partners
New York
$571K
Charles Schwab
31
Charles Schwab
California
$555K +$40.6K +2,780 +9%
First Trust Advisors
32
First Trust Advisors
Illinois
$546K +$13.9K +953 +3%
Bessemer Group
33
Bessemer Group
New Jersey
$505K
ET
34
Equitable Trust
Tennessee
$496K -$36.4K -2,490 -8%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$496K +$265K +18,100 +144%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$492K
Goldman Sachs
37
Goldman Sachs
New York
$473K +$132K +9,022 +45%
Bank of America
38
Bank of America
North Carolina
$435K +$185K +12,657 +89%
MSL
39
Mackay Shields LLC
New York
$387K -$349K -23,900 -50%
Truist Financial
40
Truist Financial
North Carolina
$372K +$775 +53 +0.2%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$371K +$28.8K +1,970 +9%
Morgan Stanley
42
Morgan Stanley
New York
$363K +$86.9K +5,947 +36%
Barclays
43
Barclays
United Kingdom
$356K +$188K +12,853 +140%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$353K +$5.19K +355 +2%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$321K
Invesco
46
Invesco
Georgia
$298K +$11.8K +806 +5%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$288K +$275K +18,825 New
GWM
48
Geneos Wealth Management
Colorado
$259K +$251K +17,154 New
ACA
49
Aptus Capital Advisors
Alabama
$242K
TVAMP
50
Tennessee Valley Asset Management Partners
Tennessee
$235K