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SmartFinancial
SMBK

94 hedge funds and large institutions have $180M invested in SmartFinancial in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

0.32% more ownership

Funds ownership: 49.32% → 49.65% (+0.32%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0% less capital invested

Capital invested by funds: $180M → $180M (-$26.6K)

1% less funds holding

Funds holding: 95 → 94 (-1)

17% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 30

Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
6
Increased
25
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$2.65M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.51M
3
PAM
Panagora Asset Management
Massachusetts
+$821K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$791K
5
AllianceBernstein
AllianceBernstein
Tennessee
+$742K

Top Sellers

Rank Fund Capital Flow
1
BCM
BHZ Capital Management
California
-$1.54M
2
KCM
Kennedy Capital Management
Missouri
-$915K
3
FHC
Forest Hill Capital
Arkansas
-$781K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$659K
5
BlackRock
BlackRock
New York
-$394K
Name Holding Trade Value Shares
Change 		Change in
Stake
EF
26
Empowered Funds
Pennsylvania
$1.07M +$95K +4,108 +9%
Invesco
27
Invesco
Georgia
$965K +$570K +24,619 +120%
LIA
28
LBMC Investment Advisors
Tennessee
$918K – – –
Charles Schwab
29
Charles Schwab
California
$907K -$208 -9 -0%
JP Morgan Chase
30
JP Morgan Chase
New York
$888K -$179K -7,733 -16%
N
31
Nuveen
North Carolina
$813K – – –
PFPT
32
Pinnacle Financial Partners (Tennessee)
Tennessee
$786K – – –
PAM
33
Panagora Asset Management
Massachusetts
$758K +$821K +35,489 New
AWP
34
Ascent Wealth Partners
New York
$754K – – –
PIMG
35
Patriot Investment Management Group
Tennessee
$747K – – –
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$724K -$11.9K -514 -1%
Morgan Stanley
37
Morgan Stanley
New York
$694K -$85.5K -3,696 -10%
RFC
38
Regions Financial Corp
Alabama
$683K – – –
Swiss National Bank
39
Swiss National Bank
Switzerland
$678K +$18.5K +800 +3%
CSC
40
Caldwell Sutter Capital
California
$608K – – –
Two Sigma Advisers
41
Two Sigma Advisers
New York
$607K -$92.5K -4,000 -12%
Two Sigma Investments
42
Two Sigma Investments
New York
$534K -$41.2K -1,780 -7%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$518K -$151K -6,520 -21%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$499K – – –
SO
45
STRS Ohio
Ohio
$463K -$30.1K -1,300 -6%
SW
46
SlateStone Wealth
Florida
$463K +$502K +21,677 New
Victory Capital Management
47
Victory Capital Management
Texas
$448K – – –
Truist Financial
48
Truist Financial
North Carolina
$436K +$1.32K +57 +0.3%
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
$390K -$31.5K -1,363 -7%
Barclays
50
Barclays
United Kingdom
$361K -$69.5K -3,004 -15%
1
2
3 4

SMBK Hedge Fund Activity: Q3 2023 in Review

94 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q3 2023, worth a combined $180M — down 0.01% from $180M a quarter earlier.

Fund positioning in SMBK was balanced in Q3 2023: 6 funds opened new positions, 6 closed out, 25 added to existing stakes and 30 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $2.65M. The largest seller was BHZ Capital Management, cutting an estimated $1.54M.

  • 94 institutional investors held SmartFinancial (SMBK) as of Q3 2023, down from 95 in Q2 2023.
  • Funds reported $180M of SmartFinancial stock for Q3 2023, down 0.01% quarter-over-quarter.
  • 6 funds opened new SmartFinancial positions in Q3 2023 and 6 closed out, a net change of 0 holders.
  • The largest SmartFinancial buyer in Q3 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $2.65M added.
  • The largest SmartFinancial seller in Q3 2023 was BHZ Capital Management, an estimated $1.54M sold.

Based on aggregated 13F filings for Q3 2023.