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SmartFinancial
SMBK

Overview Fund Activity

81 hedge funds and large institutions have $116M invested in SmartFinancial in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 2 closing their positions.

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
34
Reduced
21
Closed
2
Calls
–
Puts
$765K
Net Calls
-$765K
Net Calls Change
-$199K

Top Buyers

1
BlackRock
1
BlackRock
New York
$15.7M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.38M
3
PCMF
3
Private Capital Management (Florida)
Florida
$8.61M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$777K
5
WA
5
Waverly Advisors
Alabama
$352K

Top Sellers

1
PCM
1
Penn Capital Management
Pennsylvania
$834K
2
WG
2
Winton Group
United Kingdom
$209K
3
Belvedere Trading
3
Belvedere Trading
Illinois
$344K
4
MAM
4
Martingale Asset Management
Massachusetts
$447K
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$533K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$755K 41,648 -3,921 -9%
Morgan Stanley
27
Morgan Stanley
New York
$696K 38,353 +16,569 +76%
Bank of America
28
Bank of America
North Carolina
$669K 36,927 +3,732 +11%
AWP
29
Ascent Wealth Partners
New York
$640K 35,280 – –
PIMG
30
Patriot Investment Management Group
Tennessee
$633K 34,938 -1,967 -5%
Wells Fargo
31
Wells Fargo
California
$627K 34,552 -422 -1%
MSL
32
Mackay Shields LLC
New York
$611K 33,665 +1,400 +4%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$603K 33,220 +1,269 +4%
Charles Schwab
34
Charles Schwab
California
$596K 32,849 -11 -0%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$574K 31,664 +195 +0.6%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$533K 29,468 -13,048 -31%
Barclays
37
Barclays
United Kingdom
$487K 26,824 +4,746 +21%
ET
38
Equitable Trust
Tennessee
$471K 25,970 -1,899 -7%
MAM
39
Martingale Asset Management
Massachusetts
$447K 24,626 -18,301 -43%
Truist Financial
40
Truist Financial
North Carolina
$417K 23,000 +47 +0.2%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$399K 22,009 +2,950 +15%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$388K 21,405 +1,675 +8%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$384K 21,180 – –
GWM
44
Geneos Wealth Management
Colorado
$382K 17,154 – –
Invesco
45
Invesco
Georgia
$358K 19,739 +1,769 +10%
WA
46
Waverly Advisors
Alabama
$352K 17,000 +17,000 New
Belvedere Trading
47
Belvedere Trading
Illinois
$344K 18,976 -21,690 -53%
GCP
48
GSA Capital Partners
United Kingdom
$308K 16,968 +6,596 +64%
KCM
49
Kennedy Capital Management
Missouri
$298K 16,430 +16,430 New
Group One Trading
50
Group One Trading
Illinois
$282K 15,567 +1,639 +12%
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