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SmartFinancial

97 hedge funds and large institutions have $200M invested in SmartFinancial in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

12% more capital invested

Capital invested by funds: $178M → $200M (+$21.3M)

5% more funds holding

Funds holding: 9297 (+5)

2.27% less ownership

Funds ownership: 45.75%43.48% (-2.3%)

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
34
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$1.48M -$37.6K -1,420 -3%
Barclays
27
Barclays
United Kingdom
$1.42M +$295K +11,146 +27%
N
28
Nuveen
North Carolina
$1.33M -$283K -10,677 -18%
LIA
29
LBMC Investment Advisors
Tennessee
$1.21M +$752K +28,371 +178%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$1.2M -$67.2K -2,534 -5%
MAM
31
Martingale Asset Management
Massachusetts
$1.19M
Invesco
32
Invesco
Georgia
$1.09M -$15.6K -589 -1%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$1M +$286K +10,780 +42%
Charles Schwab
34
Charles Schwab
California
$992K
AWP
35
Ascent Wealth Partners
New York
$965K
American Century Companies
36
American Century Companies
Missouri
$957K +$239K +9,030 +35%
PIMG
37
Patriot Investment Management Group
Tennessee
$955K
Morgan Stanley
38
Morgan Stanley
New York
$927K +$35.3K +1,330 +4%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$917K +$47.2K +1,780 +6%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$879K +$71.6K +2,700 +9%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$859K -$148K -5,600 -15%
MCA
42
Mendon Capital Advisors
Florida
$820K -$11.9K -450 -1%
SO
43
STRS Ohio
Ohio
$774K -$47.7K -1,800 -6%
KCM
44
Kennedy Capital Management
Missouri
$749K -$1.09K -41 -0.1%
Two Sigma Investments
45
Two Sigma Investments
New York
$723K -$53.7K -2,025 -7%
Truist Financial
46
Truist Financial
North Carolina
$634K +$954 +36 +0.2%
B
47
Bailard
California
$605K +$172K +6,500 +42%
ET
48
Equitable Trust
Tennessee
$558K
TVAMP
49
Tennessee Valley Asset Management Partners
Tennessee
$545K +$528K +19,904 New
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$506K -$795 -30 -0.2%