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SmartFinancial
SMBK

Overview Fund Activity

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.

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.5%
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
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$32.2M
2
BCM
2
Basswood Capital Management
New York
$1.91M
3
BFC
3
Banc Funds Company
Illinois
$18.6M
4
PCMF
4
Private Capital Management (Florida)
Florida
$15.6M
5
LIA
5
LBMC Investment Advisors
Tennessee
$1.21M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.67M
2
WG
2
Winton Group
United Kingdom
$0
3
CGA
3
Crescent Grove Advisors
Illinois
$1.99M
4
EA
4
Evergreen Advisors
Tennessee
$0
5
FL
5
Fourthstone LLC
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$1.48M 54,230 -1,420 -3%
Barclays
27
Barclays
United Kingdom
$1.42M 51,823 +11,146 +27%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$1.33M 50,172 -10,677 -18%
LIA
29
LBMC Investment Advisors
Tennessee
$1.21M 44,298 +28,371 +178%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$1.2M 43,882 -2,534 -5%
MAM
31
Martingale Asset Management
Massachusetts
$1.19M 43,623 – –
Invesco
32
Invesco
Georgia
$1.09M 39,900 -589 -1%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$1M 36,595 +10,780 +42%
Charles Schwab
34
Charles Schwab
California
$992K 36,225 – –
AWP
35
Ascent Wealth Partners
New York
$965K 35,280 – –
American Century Companies
36
American Century Companies
Missouri
$957K 34,981 +9,030 +35%
PIMG
37
Patriot Investment Management Group
Tennessee
$955K 34,938 – –
Morgan Stanley
38
Morgan Stanley
New York
$927K 33,932 +1,330 +4%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$917K 33,500 +1,780 +6%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$879K 32,131 +2,700 +9%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$859K 31,400 -5,600 -15%
MCA
42
Mendon Capital Advisors
Florida
$820K 30,000 -450 -1%
SO
43
STRS Ohio
Ohio
$774K 28,300 -1,800 -6%
KCM
44
Kennedy Capital Management
Missouri
$749K 27,363 -41 -0.1%
Two Sigma Investments
45
Two Sigma Investments
New York
$723K 26,417 -2,025 -7%
Truist Financial
46
Truist Financial
North Carolina
$634K 23,163 +36 +0.2%
B
47
Bailard
California
$605K 22,126 +6,500 +42%
ET
48
Equitable Trust
Tennessee
$558K 20,411 – –
TVAMP
49
Tennessee Valley Asset Management Partners
Tennessee
$545K 19,904 +19,904 New
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$506K 18,496 -30 -0.2%
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