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SmartFinancial
SMBK

Overview Fund Activity

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.

Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
1.5%
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

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$2.44M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$1.52M
3
PAM
3
Panagora Asset Management
Massachusetts
$758K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12.8M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$5.21M

Top Sellers

1
BCM
1
BHZ Capital Management
California
$312K
2
KCM
2
Kennedy Capital Management
Missouri
$0
3
FHC
3
Forest Hill Capital
Arkansas
$4.96M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$196K
5
BlackRock
5
BlackRock
New York
$28.3M
Name Market Value Shares Shares
Change 		Shares
Change %
EF
26
Empowered Funds
Pennsylvania
$1.07M 50,158 +4,108 +9%
Invesco
27
Invesco
Georgia
$965K 45,168 +24,619 +120%
LIA
28
LBMC Investment Advisors
Tennessee
$918K 44,298 – –
Charles Schwab
29
Charles Schwab
California
$907K 42,436 -9 -0%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$888K 41,564 -7,733 -16%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$813K 38,023 – –
PFP
32
Pinnacle Financial Partners
Tennessee
$786K 36,763 – –
PAM
33
Panagora Asset Management
Massachusetts
$758K 35,489 +35,489 New
AWP
34
Ascent Wealth Partners
New York
$754K 35,280 – –
PIMG
35
Patriot Investment Management Group
Tennessee
$747K 34,938 – –
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$724K 33,876 -514 -1%
Morgan Stanley
37
Morgan Stanley
New York
$694K 32,491 -3,696 -10%
RFC
38
Regions Financial Corp
Alabama
$683K 31,973 – –
Swiss National Bank
39
Swiss National Bank
Switzerland
$678K 31,747 +800 +3%
CSC
40
Caldwell Sutter Capital
California
$608K 28,431 – –
Two Sigma Advisers
41
Two Sigma Advisers
New York
$607K 28,400 -4,000 -12%
Two Sigma Investments
42
Two Sigma Investments
New York
$534K 24,970 -1,780 -7%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$518K 24,239 -6,520 -21%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$499K 23,373 – –
SO
45
STRS Ohio
Ohio
$463K 21,700 -1,300 -6%
SW
46
SlateStone Wealth
Florida
$463K 21,677 +21,677 New
Victory Capital Management
47
Victory Capital Management
Texas
$448K 20,950 – –
Truist Financial
48
Truist Financial
North Carolina
$436K 20,414 +57 +0.3%
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
$390K 18,261 -1,363 -7%
Barclays
50
Barclays
United Kingdom
$361K 16,895 -3,004 -15%
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