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SmartFinancial

92 hedge funds and large institutions have $178M invested in SmartFinancial in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $160M → $178M (+$18.1M)

3% more funds holding

Funds holding: 8992 (+3)

1.55% more ownership

Funds ownership: 44.2%45.75% (+1.6%)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
29
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$1.44M -$57.3K -2,319 -4%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$1.2M -$104K -4,229 -8%
MAM
28
Martingale Asset Management
Massachusetts
$1.13M +$264K +10,689 +32%
Barclays
29
Barclays
United Kingdom
$1.05M +$287K +11,622 +40%
Invesco
30
Invesco
Georgia
$1.05M -$79.3K -3,211 -7%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$956K -$76.6K -3,100 -8%
Charles Schwab
32
Charles Schwab
California
$937K +$34.2K +1,384 +4%
AWP
33
Ascent Wealth Partners
New York
$912K
PIMG
34
Patriot Investment Management Group
Tennessee
$903K
Morgan Stanley
35
Morgan Stanley
New York
$843K +$93.5K +3,785 +13%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$820K -$7.21K -292 -0.9%
MCA
37
Mendon Capital Advisors
Florida
$787K +$752K +30,450 New
SO
38
STRS Ohio
Ohio
$778K -$46.9K -1,900 -6%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$761K +$54.9K +2,223 +8%
Two Sigma Investments
40
Two Sigma Investments
New York
$735K -$155K -6,281 -18%
KCM
41
Kennedy Capital Management
Missouri
$708K
American Century Companies
42
American Century Companies
Missouri
$671K +$86.1K +3,486 +16%
Assenagon Asset Management
43
Assenagon Asset Management
Luxembourg
$667K -$331K -13,400 -34%
Truist Financial
44
Truist Financial
North Carolina
$598K +$963 +39 +0.2%
ET
45
Equitable Trust
Tennessee
$527K +$101K +4,071 +25%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$479K +$9.93K +402 +2%
WA
47
Waverly Advisors
Alabama
$454K
WG
48
Winton Group
United Kingdom
$421K +$21.7K +877 +6%
B
49
Bailard
California
$404K
ACA
50
Aptus Capital Advisors
Alabama
$374K

SMBK Hedge Fund Activity: Q3 2021 in Review

92 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q3 2021, worth a combined $178M — up 11% from $160M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMBK positions and 6 closed out — a net gain of 3 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was Elizabeth Park Capital Advisors, opening a new position worth an estimated $3.14M. The largest seller was Banc Funds Company, cutting an estimated $1.47M.

  • 92 institutional investors held SmartFinancial (SMBK) as of Q3 2021, up from 89 in Q2 2021.
  • Funds reported $178M of SmartFinancial stock for Q3 2021, up 11% quarter-over-quarter.
  • 9 funds opened new SmartFinancial positions in Q3 2021 and 6 closed out, a net change of +3 holders.
  • The largest SmartFinancial buyer in Q3 2021 was Elizabeth Park Capital Advisors, an estimated $3.14M added.
  • The largest SmartFinancial seller in Q3 2021 was Banc Funds Company, an estimated $1.47M sold.

Based on aggregated 13F filings for Q3 2021.