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SmartFinancial
SMBK

Overview Fund Activity

95 hedge funds and large institutions have $180M invested in SmartFinancial in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
33
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$4.55M
2
EF
2
Empowered Funds
Pennsylvania
$991K
3
EST
3
EA Series Trust
Pennsylvania
$991K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$810K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$12.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.06M
2
FP
2
Foundry Partners
Minnesota
$1.58M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.37M
4
BCM
4
BHZ Capital Management
California
$1.74M
5
B
5
Bailard
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EF
26
Empowered Funds
Pennsylvania
$991K 46,050 +46,050 New
EST
27
EA Series Trust
Pennsylvania
$991K 46,050 +46,050 New
LIA
28
LBMC Investment Advisors
Tennessee
$953K 44,298 – –
KCM
29
Kennedy Capital Management
Missouri
$915K 42,517 +15,510 +57%
Charles Schwab
30
Charles Schwab
California
$913K 42,445 +659 +2%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$818K 38,023 – –
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$810K 37,647 +27,926 +287%
PFP
33
Pinnacle Financial Partners
Tennessee
$791K 36,763 – –
Morgan Stanley
34
Morgan Stanley
New York
$778K 36,187 +11,182 +45%
AWP
35
Ascent Wealth Partners
New York
$759K 35,280 – –
PIMG
36
Patriot Investment Management Group
Tennessee
$752K 34,938 – –
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$740K 34,390 +260 +0.8%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$697K 32,400 -2,000 -6%
RFC
39
Regions Financial Corp
Alabama
$688K 31,973 – –
Swiss National Bank
40
Swiss National Bank
Switzerland
$666K 30,947 – –
RJFSA
41
Raymond James Financial Services Advisors
Florida
$662K 30,759 +18,647 +154%
CSC
42
Caldwell Sutter Capital
California
$612K 28,431 – –
Two Sigma Investments
43
Two Sigma Investments
New York
$575K 26,750 +5,193 +24%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$503K 23,373 -336 -1%
SO
45
STRS Ohio
Ohio
$494K 23,000 +1,800 +8%
Victory Capital Management
46
Victory Capital Management
Texas
$451K 20,950 +150 +0.7%
Invesco
47
Invesco
Georgia
$442K 20,549 -3,804 -16%
Truist Financial
48
Truist Financial
North Carolina
$438K 20,357 +61 +0.3%
Barclays
49
Barclays
United Kingdom
$429K 19,899 -1,452 -7%
Jacobs Levy Equity Management
50
Jacobs Levy Equity Management
New Jersey
$422K 19,624 -5,063 -21%
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