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SmartFinancial

96 hedge funds and large institutions have $218M invested in SmartFinancial in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 25

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

18% more capital invested

Capital invested by funds: $185M → $218M (+$32.6M)

5.6% more ownership

Funds ownership: 44.39%49.99% (+5.6%)

3% more funds holding

Funds holding: 9396 (+3)

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
39
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
26
Crescent Grove Advisors
Illinois
$1.58M
N
27
Nuveen
North Carolina
$1.34M -$198K -7,046 -13%
EI
28
EAM Investors
California
$1.25M +$1.28M +45,537 New
LIA
29
LBMC Investment Advisors
Tennessee
$1.22M
Charles Schwab
30
Charles Schwab
California
$1.13M +$17.6K +627 +2%
MAM
31
Martingale Asset Management
Massachusetts
$1.01M +$10.4K +370 +1%
PFPT
32
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.01M +$1.03M +36,763 New
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$1.01M +$187K +6,658 +22%
AWP
34
Ascent Wealth Partners
New York
$970K +$991K +35,280 New
Swiss National Bank
35
Swiss National Bank
Switzerland
$953K +$973K +34,647 New
PIMG
36
Patriot Investment Management Group
Tennessee
$923K
Two Sigma Advisers
37
Two Sigma Advisers
New York
$910K +$230K +8,200 +33%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$886K +$904K +32,202 New
RFC
39
Regions Financial Corp
Alabama
$879K -$1.03M -36,711 -53%
Two Sigma Investments
40
Two Sigma Investments
New York
$874K +$303K +10,805 +52%
CSC
41
Caldwell Sutter Capital
California
$782K +$799K +28,431 New
Invesco
42
Invesco
Georgia
$774K +$282K +10,035 +55%
KCM
43
Kennedy Capital Management
Missouri
$742K -$360K -12,823 -32%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$638K +$14.9K +532 +2%
Citadel Advisors
45
Citadel Advisors
Florida
$634K -$82.5K -2,937 -11%
B
46
Bailard
California
$608K
Victory Capital Management
47
Victory Capital Management
Texas
$606K -$434K -15,461 -41%
Morgan Stanley
48
Morgan Stanley
New York
$585K -$317K -11,287 -35%
SO
49
STRS Ohio
Ohio
$583K -$101K -3,600 -15%
Truist Financial
50
Truist Financial
North Carolina
$557K +$1.07K +38 +0.2%