We are live on ! Find out more
SMBK icon

SmartFinancial

74 hedge funds and large institutions have $83.8M invested in SmartFinancial in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.07% less ownership

Funds ownership: 41.74%40.67% (-1.1%)

10% less funds holding

Funds holding: 8274 (-8)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

18% less capital invested

Capital invested by funds: $103M → $83.8M (-$18.9M)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

99% less call options, than puts

Call options by funds: $8K | Put options by funds: $574K

Holders
74
Holders Change
-8
Holders Change %
-9.76%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
27
Closed
14
Calls
$8K
Puts
$574K
Net Calls
-$566K
Net Calls Change
-$566K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$576K +$275K +19,455 +84%
Belvedere Trading
27
Belvedere Trading
Illinois
$553K +$575K +40,666 New
PIMG
28
Patriot Investment Management Group
Tennessee
$501K -$50.2K -3,550 -9%
WG
29
Winton Group
United Kingdom
$488K -$142K -10,018 -22%
AWP
30
Ascent Wealth Partners
New York
$479K
Wells Fargo
31
Wells Fargo
California
$475K -$58K -4,103 -10%
Bank of America
32
Bank of America
North Carolina
$451K +$89.5K +6,327 +24%
Charles Schwab
33
Charles Schwab
California
$447K -$20K -1,416 -4%
MSL
34
Mackay Shields LLC
New York
$438K +$119K +8,400 +35%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$434K +$18.4K +1,300 +4%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$428K -$84.2K -5,956 -16%
ET
37
Equitable Trust
Tennessee
$379K -$39.8K -2,815 -9%
Truist Financial
38
Truist Financial
North Carolina
$312K -$608 -43 -0.2%
Barclays
39
Barclays
United Kingdom
$301K +$947 +67 +0.3%
Morgan Stanley
40
Morgan Stanley
New York
$295K -$8.94K -632 -3%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$288K +$19.2K +1,357 +7%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$265K +$12.8K +905 +5%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$259K -$38.6K -2,730 -13%
Invesco
44
Invesco
Georgia
$244K -$6.22K -440 -2%
GWM
45
Geneos Wealth Management
Colorado
$225K
TRCT
46
Tower Research Capital (TRC)
New York
$212K +$139K +9,833 +171%
ACA
47
Aptus Capital Advisors
Alabama
$203K
SO
48
STRS Ohio
Ohio
$198K +$11.3K +800 +6%
JP Morgan Chase
49
JP Morgan Chase
New York
$191K +$19.1K +1,353 +11%
Group One Trading
50
Group One Trading
Illinois
$189K +$197K +13,928 New