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SmartFinancial

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.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 9798 (+1)

0.06% more ownership

Funds ownership: 43.48%43.54% (+0.06%)

6% less capital invested

Capital invested by funds: $200M → $188M (-$11.4M)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

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
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$1.31M +$13.4K +505 +1%
Victory Capital Management
27
Victory Capital Management
Texas
$1.29M -$104K -3,930 -7%
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$1.23M +$305K +11,527 +31%
American Century Companies
29
American Century Companies
Missouri
$1.15M +$261K +9,858 +28%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$1.14M +$18.7K +705 +2%
LIA
31
LBMC Investment Advisors
Tennessee
$1.13M
MAM
32
Martingale Asset Management
Massachusetts
$1.11M -$10.4K -392 -0.9%
Barclays
33
Barclays
United Kingdom
$954K -$385K -14,556 -28%
Charles Schwab
34
Charles Schwab
California
$951K +$24.2K +914 +3%
AWP
35
Ascent Wealth Partners
New York
$902K
PIMG
36
Patriot Investment Management Group
Tennessee
$893K
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$833K -$24.6K -928 -3%
Morgan Stanley
38
Morgan Stanley
New York
$831K -$37.9K -1,430 -4%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$810K -$12.6K -475 -1%
Invesco
40
Invesco
Georgia
$796K -$232K -8,775 -22%
MCA
41
Mendon Capital Advisors
Florida
$767K
KCM
42
Kennedy Capital Management
Missouri
$700K
SO
43
STRS Ohio
Ohio
$690K -$34.4K -1,300 -5%
AllianceBernstein
44
AllianceBernstein
Tennessee
$644K +$666K +25,165 New
B
45
Bailard
California
$566K
Two Sigma Advisers
46
Two Sigma Advisers
New York
$563K -$249K -9,400 -30%
ET
47
Equitable Trust
Tennessee
$522K
Truist Financial
48
Truist Financial
North Carolina
$515K -$80.5K -3,042 -13%
Two Sigma Investments
49
Two Sigma Investments
New York
$476K -$207K -7,800 -30%
SOS
50
Silver Oak Securities
Tennessee
$461K +$485K +18,326 New