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SmartFinancial
SMBK

Overview Fund Activity

85 hedge funds and large institutions have $145M invested in SmartFinancial in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 4 closing their positions.

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
28
Closed
4
Calls
–
Puts
$618K
Net Calls
-$618K
Net Calls Change
+$147K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.48M
2
BFC
2
Banc Funds Company
Illinois
$14.5M
3
BlackRock
3
BlackRock
New York
$20.8M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$766K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$578K

Top Sellers

1
EC
1
EJF Capital
Virginia
$1.83M
2
Northern Trust
2
Northern Trust
Illinois
$3.65M
3
Wells Fargo
3
Wells Fargo
California
$104K
4
Belvedere Trading
4
Belvedere Trading
Illinois
$0
5
MSL
5
Mackay Shields LLC
New York
$386K
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
26
Penn Capital Management
Pennsylvania
$899K 41,509 -4,466 -10%
Barclays
27
Barclays
United Kingdom
$844K 38,957 +12,133 +45%
Charles Schwab
28
Charles Schwab
California
$784K 36,169 +3,320 +10%
Two Sigma Investments
29
Two Sigma Investments
New York
$766K 35,370 +35,370 New
AWP
30
Ascent Wealth Partners
New York
$764K 35,280 – –
PIMG
31
Patriot Investment Management Group
Tennessee
$756K 34,938 – –
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$670K 30,929 -735 -2%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$657K 30,463 +995 +3%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$628K 29,000 -4,220 -13%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$589K 27,208 +5,803 +27%
Morgan Stanley
36
Morgan Stanley
New York
$586K 27,103 -11,250 -29%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$578K 26,700 +26,700 New
Bank of America
38
Bank of America
North Carolina
$549K 25,420 -11,507 -31%
HF
39
HRT Financial
New York
$518K 23,972 +23,972 New
Truist Financial
40
Truist Financial
North Carolina
$499K 23,046 +46 +0.2%
KCM
41
Kennedy Capital Management
Missouri
$499K 23,057 +6,627 +40%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$459K 21,189 -820 -4%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$459K 21,180 – –
MAM
44
Martingale Asset Management
Massachusetts
$445K 20,529 -4,097 -17%
WA
45
Waverly Advisors
Alabama
$410K 17,000 – –
GWM
46
Geneos Wealth Management
Colorado
$406K 17,154 – –
MSL
47
Mackay Shields LLC
New York
$386K 17,801 -15,864 -47%
SO
48
STRS Ohio
Ohio
$383K 17,700 +3,100 +21%
Invesco
49
Invesco
Georgia
$373K 17,233 -2,506 -13%
American Century Companies
50
American Century Companies
Missouri
$358K 16,517 +3,208 +24%
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