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SmartFinancial

97 hedge funds and large institutions have $195M invested in SmartFinancial in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 9697 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.29% less ownership

Funds ownership: 49.99%49.71% (-0.29%)

10% less capital invested

Capital invested by funds: $218M → $195M (-$22.5M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $9K

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
39
Reduced
24
Closed
8
Calls
Puts
$9K
Net Calls
-$9K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
26
LBMC Investment Advisors
Tennessee
$1.03M
Charles Schwab
27
Charles Schwab
California
$967K +$22.2K +853 +2%
N
28
Nuveen
North Carolina
$880K -$277K -10,609 -22%
PFPT
29
Pinnacle Financial Partners (Tennessee)
Tennessee
$851K
AWP
30
Ascent Wealth Partners
New York
$816K
PIMG
31
Patriot Investment Management Group
Tennessee
$808K
Two Sigma Advisers
32
Two Sigma Advisers
New York
$796K +$33.9K +1,300 +4%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$790K +$50.3K +1,928 +6%
RFC
34
Regions Financial Corp
Alabama
$740K
Swiss National Bank
35
Swiss National Bank
Switzerland
$716K -$96.5K -3,700 -11%
MAM
36
Martingale Asset Management
Massachusetts
$694K -$178K -6,819 -19%
CSC
37
Caldwell Sutter Capital
California
$658K
KCM
38
Kennedy Capital Management
Missouri
$625K +$469 +18 +0.1%
Morgan Stanley
39
Morgan Stanley
New York
$579K +$97.8K +3,750 +18%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$571K -$309K -11,863 -32%
Invesco
41
Invesco
Georgia
$564K -$99.2K -3,806 -14%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$549K +$13.4K +514 +2%
B
43
Bailard
California
$512K
Two Sigma Investments
44
Two Sigma Investments
New York
$499K -$266K -10,218 -32%
Barclays
45
Barclays
United Kingdom
$494K +$84.2K +3,231 +18%
SO
46
STRS Ohio
Ohio
$490K
Victory Capital Management
47
Victory Capital Management
Texas
$481K -$32.3K -1,239 -6%
ET
48
Equitable Trust
Tennessee
$481K +$73K +2,800 +16%
Truist Financial
49
Truist Financial
North Carolina
$470K +$1.28K +49 +0.2%
SOS
50
Silver Oak Securities
Tennessee
$464K +$77.7K +2,982 +17%