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SmartFinancial
SMBK

Overview Fund Activity

97 hedge funds and large institutions have $180M invested in SmartFinancial in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
35
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$2.28M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.6M
3
CRC
3
Curi RMB Capital
Illinois
$725K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.4M
5
SM
5
Salzhauer Michael
$4.13M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$0
2
AWP
2
Ascent Wealth Partners
New York
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$4.82M
4
WC
4
Walthausen & Co
New York
$1.54M
5
CJFS
5
Coulter & Justus Financial Services
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$1.38M 56,972 +6,295 +12%
Goldman Sachs
27
Goldman Sachs
New York
$1.37M 56,847 -4,540 -7%
American Century Companies
28
American Century Companies
Missouri
$1.37M 56,530 +11,691 +26%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$1.19M 49,104 +4,517 +10%
LIA
30
LBMC Investment Advisors
Tennessee
$1.07M 44,298 – –
Victory Capital Management
31
Victory Capital Management
Texas
$998K 41,300 -9,000 -18%
Charles Schwab
32
Charles Schwab
California
$974K 40,299 +3,160 +9%
KCM
33
Kennedy Capital Management
Missouri
$962K 39,812 +12,449 +45%
MAM
34
Martingale Asset Management
Massachusetts
$881K 36,452 -6,779 -16%
PIMG
35
Patriot Investment Management Group
Tennessee
$844K 34,938 – –
Barclays
36
Barclays
United Kingdom
$840K 34,750 -2,517 -7%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$812K 33,616 +1,960 +6%
Invesco
38
Invesco
Georgia
$792K 32,783 +1,658 +5%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$778K 32,186 -386 -1%
Morgan Stanley
40
Morgan Stanley
New York
$775K 32,100 -402 -1%
CRC
41
Curi RMB Capital
Illinois
$725K 30,000 +30,000 New
SO
42
STRS Ohio
Ohio
$599K 24,800 -2,200 -8%
B
43
Bailard
California
$535K 22,126 – –
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$517K 21,389 +4,521 +27%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$510K 21,100 -900 -4%
Truist Financial
46
Truist Financial
North Carolina
$488K 20,165 +44 +0.2%
ET
47
Equitable Trust
Tennessee
$472K 19,551 -860 -4%
SOS
48
Silver Oak Securities
Tennessee
$415K 17,066 -1,260 -7%
WA
49
Waverly Advisors
Alabama
$399K 16,527 – –
Citadel Advisors
50
Citadel Advisors
Florida
$380K 15,719 +4,348 +38%
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