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SmartFinancial

93 hedge funds and large institutions have $185M invested in SmartFinancial in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

3% more capital invested

Capital invested by funds: $180M → $185M (+$5.75M)

0.41% more ownership

Funds ownership: 43.98%44.39% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 9793 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
37
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.4M -$2.3K -91 -0.2%
N
27
Nuveen
North Carolina
$1.38M -$32.7K -1,294 -2%
PCM
28
Penn Capital Management
Pennsylvania
$1.18M +$888K +35,176 +281%
LIA
29
LBMC Investment Advisors
Tennessee
$1.09M
Charles Schwab
30
Charles Schwab
California
$996K +$177 +7 +0%
KCM
31
Kennedy Capital Management
Missouri
$984K
Victory Capital Management
32
Victory Capital Management
Texas
$927K -$95.9K -3,800 -9%
MAM
33
Martingale Asset Management
Massachusetts
$902K +$126 +5 +0%
Barclays
34
Barclays
United Kingdom
$880K +$22.6K +895 +3%
PIMG
35
Patriot Investment Management Group
Tennessee
$863K
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$831K +$429 +17 +0.1%
Morgan Stanley
37
Morgan Stanley
New York
$803K +$11.2K +442 +1%
CRC
38
Curi RMB Capital
Illinois
$741K
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$739K -$57.9K -2,294 -7%
Citadel Advisors
40
Citadel Advisors
Florida
$642K +$259K +10,283 +65%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$615K +$95.9K +3,800 +18%
SO
42
STRS Ohio
Ohio
$612K
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$560K +$32.1K +1,274 +6%
B
44
Bailard
California
$547K
Two Sigma Investments
45
Two Sigma Investments
New York
$518K +$158K +6,242 +42%
Truist Financial
46
Truist Financial
North Carolina
$499K +$1.11K +44 +0.2%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$466K +$156K +6,168 +48%
Invesco
48
Invesco
Georgia
$448K -$370K -14,659 -45%
ET
49
Equitable Trust
Tennessee
$444K -$39.7K -1,575 -8%
Millennium Management
50
Millennium Management
New York
$436K +$445K +17,644 New