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SmartFinancial
SMBK

Overview Fund Activity

89 hedge funds and large institutions have $160M invested in SmartFinancial in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
27
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$1.97M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.45M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$942K
4
PCMF
4
Private Capital Management (Florida)
Florida
$12.4M
5
FL
5
Fourthstone LLC
Missouri
$727K

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.46M
2
EC
2
EJF Capital
Virginia
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.5M
4
FP
4
Foundry Partners
Minnesota
$3.93M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$1.05M 43,700 +26,467 +154%
PCM
27
Penn Capital Management
Pennsylvania
$965K 40,197 -1,312 -3%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$963K 40,100 +13,400 +50%
Goldman Sachs
29
Goldman Sachs
New York
$961K 40,028 -2,008 -5%
Assenagon Asset Management
30
Assenagon Asset Management
Luxembourg
$942K 39,215 +39,215 New
AWP
31
Ascent Wealth Partners
New York
$847K 35,280 – –
PIMG
32
Patriot Investment Management Group
Tennessee
$838K 34,938 – –
Charles Schwab
33
Charles Schwab
California
$837K 34,841 -1,328 -4%
Two Sigma Investments
34
Two Sigma Investments
New York
$834K 34,723 -647 -2%
MAM
35
Martingale Asset Management
Massachusetts
$792K 32,934 +12,405 +60%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$769K 32,012 +1,083 +4%
SO
37
STRS Ohio
Ohio
$768K 32,000 +14,300 +81%
FL
38
Fourthstone LLC
Missouri
$727K 30,303 +30,303 New
Barclays
39
Barclays
United Kingdom
$697K 29,055 -9,902 -25%
Morgan Stanley
40
Morgan Stanley
New York
$691K 28,817 +1,714 +6%
KCM
41
Kennedy Capital Management
Missouri
$658K 27,404 +4,347 +19%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$653K 27,208 – –
Truist Financial
43
Truist Financial
North Carolina
$555K 23,088 +42 +0.2%
American Century Companies
44
American Century Companies
Missouri
$539K 22,465 +5,948 +36%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$459K 19,115 -2,065 -10%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$435K 18,124 -3,065 -14%
WA
47
Waverly Advisors
Alabama
$423K 17,000 – –
GWM
48
Geneos Wealth Management
Colorado
$411K 17,154 – –
ET
49
Equitable Trust
Tennessee
$392K 16,340 – –
B
50
Bailard
California
$375K 15,626 +5,200 +50%
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