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SmartFinancial

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.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 28

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0.44% more ownership

Funds ownership: 43.54%43.98% (+0.44%)

5% less capital invested

Capital invested by funds: $188M → $180M (-$8.56M)

1% less funds holding

Funds holding: 9897 (-1)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.63%
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
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$1.38M +$156K +6,295 +12%
Goldman Sachs
27
Goldman Sachs
New York
$1.37M -$113K -4,540 -7%
American Century Companies
28
American Century Companies
Missouri
$1.37M +$291K +11,691 +26%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$1.19M +$112K +4,517 +10%
LIA
30
LBMC Investment Advisors
Tennessee
$1.07M
Victory Capital Management
31
Victory Capital Management
Texas
$998K -$224K -9,000 -18%
Charles Schwab
32
Charles Schwab
California
$974K +$78.5K +3,160 +9%
KCM
33
Kennedy Capital Management
Missouri
$962K +$309K +12,449 +45%
MAM
34
Martingale Asset Management
Massachusetts
$881K -$168K -6,779 -16%
PIMG
35
Patriot Investment Management Group
Tennessee
$844K
Barclays
36
Barclays
United Kingdom
$840K -$62.5K -2,517 -7%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$812K +$48.7K +1,960 +6%
Invesco
38
Invesco
Georgia
$792K +$41.2K +1,658 +5%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$778K -$9.59K -386 -1%
Morgan Stanley
40
Morgan Stanley
New York
$775K -$9.99K -402 -1%
CRC
41
Curi RMB Capital
Illinois
$725K +$745K +30,000 New
SO
42
STRS Ohio
Ohio
$599K -$54.7K -2,200 -8%
B
43
Bailard
California
$535K
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$517K +$112K +4,521 +27%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$510K -$22.4K -900 -4%
Truist Financial
46
Truist Financial
North Carolina
$488K +$1.09K +44 +0.2%
ET
47
Equitable Trust
Tennessee
$472K -$21.4K -860 -4%
SOS
48
Silver Oak Securities
Tennessee
$415K -$31.3K -1,260 -7%
WA
49
Waverly Advisors
Alabama
$399K
Citadel Advisors
50
Citadel Advisors
Florida
$380K +$108K +4,348 +38%