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SmartFinancial

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.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

62% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 21

38% more capital invested

Capital invested by funds: $83.8M → $116M (+$32M)

9% more funds holding

Funds holding: 7481 (+7)

1.25% more ownership

Funds ownership: 40.67%41.92% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $765K

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.43%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$755K -$64.6K -3,921 -9%
Morgan Stanley
27
Morgan Stanley
New York
$696K +$273K +16,569 +76%
Bank of America
28
Bank of America
North Carolina
$669K +$61.4K +3,732 +11%
AWP
29
Ascent Wealth Partners
New York
$640K
PIMG
30
Patriot Investment Management Group
Tennessee
$633K -$32.4K -1,967 -5%
Wells Fargo
31
Wells Fargo
California
$627K -$6.95K -422 -1%
MSL
32
Mackay Shields LLC
New York
$611K +$23.1K +1,400 +4%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$603K +$20.9K +1,269 +4%
Charles Schwab
34
Charles Schwab
California
$596K -$181 -11 -0%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$574K +$3.21K +195 +0.6%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$533K -$215K -13,048 -31%
Barclays
37
Barclays
United Kingdom
$487K +$78.1K +4,746 +21%
ET
38
Equitable Trust
Tennessee
$471K -$31.3K -1,899 -7%
MAM
39
Martingale Asset Management
Massachusetts
$447K -$301K -18,301 -43%
Truist Financial
40
Truist Financial
North Carolina
$417K +$774 +47 +0.2%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$399K +$48.6K +2,950 +15%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$388K +$27.6K +1,675 +8%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$384K
GWM
44
Geneos Wealth Management
Colorado
$382K
Invesco
45
Invesco
Georgia
$358K +$29.1K +1,769 +10%
WA
46
Waverly Advisors
Alabama
$352K +$280K +17,000 New
Belvedere Trading
47
Belvedere Trading
Illinois
$344K -$357K -21,690 -53%
GCP
48
GSA Capital Partners
United Kingdom
$308K +$109K +6,596 +64%
KCM
49
Kennedy Capital Management
Missouri
$298K +$271K +16,430 New
Group One Trading
50
Group One Trading
Illinois
$282K +$27K +1,639 +12%