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SmartFinancial
SMBK

Overview Fund Activity

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.

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

Top Buyers

1
BlackRock
1
BlackRock
New York
$30.8M
2
PCMF
2
Private Capital Management (Florida)
Florida
$14.2M
3
BCM
3
Bridgeway Capital Management
Texas
$3.67M
4
State Street
4
State Street
Massachusetts
$6.93M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$3.5M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$0
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$222K
3
EI
3
EAM Investors
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.49M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.82M
Name Market Value Shares Shares
Change 		Shares
Change %
LIA
26
LBMC Investment Advisors
Tennessee
$1.03M 44,298 – –
Charles Schwab
27
Charles Schwab
California
$967K 41,786 +853 +2%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$880K 38,023 -10,609 -22%
PFP
29
Pinnacle Financial Partners
Tennessee
$851K 36,763 – –
AWP
30
Ascent Wealth Partners
New York
$816K 35,280 – –
PIMG
31
Patriot Investment Management Group
Tennessee
$808K 34,938 – –
Two Sigma Advisers
32
Two Sigma Advisers
New York
$796K 34,400 +1,300 +4%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$790K 34,130 +1,928 +6%
RFC
34
Regions Financial Corp
Alabama
$740K 31,973 – –
Swiss National Bank
35
Swiss National Bank
Switzerland
$716K 30,947 -3,700 -11%
MAM
36
Martingale Asset Management
Massachusetts
$694K 30,008 -6,819 -19%
CSC
37
Caldwell Sutter Capital
California
$658K 28,431 – –
KCM
38
Kennedy Capital Management
Missouri
$625K 27,007 +18 +0.1%
Morgan Stanley
39
Morgan Stanley
New York
$579K 25,005 +3,750 +18%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$571K 24,687 -11,863 -32%
Invesco
41
Invesco
Georgia
$564K 24,353 -3,806 -14%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$549K 23,709 +514 +2%
B
43
Bailard
California
$512K 22,126 – –
Two Sigma Investments
44
Two Sigma Investments
New York
$499K 21,557 -10,218 -32%
Barclays
45
Barclays
United Kingdom
$494K 21,351 +3,231 +18%
SO
46
STRS Ohio
Ohio
$490K 21,200 – –
Victory Capital Management
47
Victory Capital Management
Texas
$481K 20,800 -1,239 -6%
ET
48
Equitable Trust
Tennessee
$481K 20,776 +2,800 +16%
Truist Financial
49
Truist Financial
North Carolina
$470K 20,296 +49 +0.2%
SOS
50
Silver Oak Securities
Tennessee
$464K 20,048 +2,982 +17%
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