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SmartFinancial
SMBK

Overview Fund Activity

98 hedge funds and large institutions have $188M invested in SmartFinancial in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 8 closing their positions.

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCMF
1
Private Capital Management (Florida)
Florida
$15.3M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$644K
3
EPCA
3
Elizabeth Park Capital Advisors
Ohio
$3.79M
4
SOS
4
Silver Oak Securities
Tennessee
$461K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$29.4M
2
RJA
2
Raymond James & Associates
Florida
$0
3
Barclays
3
Barclays
United Kingdom
$954K
4
GWM
4
Geneos Wealth Management
Colorado
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.75M
Name Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$1.31M 50,677 +505 +1%
Victory Capital Management
27
Victory Capital Management
Texas
$1.29M 50,300 -3,930 -7%
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$1.23M 48,122 +11,527 +31%
American Century Companies
29
American Century Companies
Missouri
$1.15M 44,839 +9,858 +28%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$1.14M 44,587 +705 +2%
LIA
31
LBMC Investment Advisors
Tennessee
$1.13M 44,298 – –
MAM
32
Martingale Asset Management
Massachusetts
$1.11M 43,231 -392 -0.9%
Barclays
33
Barclays
United Kingdom
$954K 37,267 -14,556 -28%
Charles Schwab
34
Charles Schwab
California
$951K 37,139 +914 +3%
AWP
35
Ascent Wealth Partners
New York
$902K 35,280 – –
PIMG
36
Patriot Investment Management Group
Tennessee
$893K 34,938 – –
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$833K 32,572 -928 -3%
Morgan Stanley
38
Morgan Stanley
New York
$831K 32,502 -1,430 -4%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$810K 31,656 -475 -1%
Invesco
40
Invesco
Georgia
$796K 31,125 -8,775 -22%
MCA
41
Mendon Capital Advisors
Florida
$767K 30,000 – –
KCM
42
Kennedy Capital Management
Missouri
$700K 27,363 – –
SO
43
STRS Ohio
Ohio
$690K 27,000 -1,300 -5%
AllianceBernstein
44
AllianceBernstein
Tennessee
$644K 25,165 +25,165 New
B
45
Bailard
California
$566K 22,126 – –
Two Sigma Advisers
46
Two Sigma Advisers
New York
$563K 22,000 -9,400 -30%
ET
47
Equitable Trust
Tennessee
$522K 20,411 – –
Truist Financial
48
Truist Financial
North Carolina
$515K 20,121 -3,042 -13%
Two Sigma Investments
49
Two Sigma Investments
New York
$476K 18,617 -7,800 -30%
SOS
50
Silver Oak Securities
Tennessee
$461K 18,326 +18,326 New
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