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SmartFinancial
SMBK

Overview Fund Activity

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.

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.62%
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
–

Top Buyers

1
EPCA
1
Elizabeth Park Capital Advisors
Ohio
$3.28M
2
CGA
2
Crescent Grove Advisors
Illinois
$2.21M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$6.06M
4
BlackRock
4
BlackRock
New York
$26.8M
5
MCA
5
Mendon Capital Advisors
Florida
$787K

Top Sellers

1
BFC
1
Banc Funds Company
Illinois
$15.8M
2
PCM
2
Penn Capital Management
Pennsylvania
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.94M
4
FL
4
Fourthstone LLC
Missouri
$291K
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$667K
Name Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$1.44M 55,650 -2,319 -4%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$1.2M 46,416 -4,229 -8%
MAM
28
Martingale Asset Management
Massachusetts
$1.13M 43,623 +10,689 +32%
Barclays
29
Barclays
United Kingdom
$1.05M 40,677 +11,622 +40%
Invesco
30
Invesco
Georgia
$1.05M 40,489 -3,211 -7%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$956K 37,000 -3,100 -8%
Charles Schwab
32
Charles Schwab
California
$937K 36,225 +1,384 +4%
AWP
33
Ascent Wealth Partners
New York
$912K 35,280 – –
PIMG
34
Patriot Investment Management Group
Tennessee
$903K 34,938 – –
Morgan Stanley
35
Morgan Stanley
New York
$843K 32,602 +3,785 +13%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$820K 31,720 -292 -0.9%
MCA
37
Mendon Capital Advisors
Florida
$787K 30,450 +30,450 New
SO
38
STRS Ohio
Ohio
$778K 30,100 -1,900 -6%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$761K 29,431 +2,223 +8%
Two Sigma Investments
40
Two Sigma Investments
New York
$735K 28,442 -6,281 -18%
KCM
41
Kennedy Capital Management
Missouri
$708K 27,404 – –
American Century Companies
42
American Century Companies
Missouri
$671K 25,951 +3,486 +16%
Assenagon Asset Management
43
Assenagon Asset Management
Luxembourg
$667K 25,815 -13,400 -34%
Truist Financial
44
Truist Financial
North Carolina
$598K 23,127 +39 +0.2%
ET
45
Equitable Trust
Tennessee
$527K 20,411 +4,071 +25%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$479K 18,526 +402 +2%
WA
47
Waverly Advisors
Alabama
$454K 17,000 – –
WG
48
Winton Group
United Kingdom
$421K 16,278 +877 +6%
B
49
Bailard
California
$404K 15,626 – –
ACA
50
Aptus Capital Advisors
Alabama
$374K 14,450 – –
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2
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