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SmartFinancial
SMBK

Overview Fund Activity

104 hedge funds and large institutions have $216M invested in SmartFinancial in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 2 closing their positions.

Holders
104
Holders Change
+10
Holders Change %
+10.64%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
37
Reduced
29
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.22M
2
BlackRock
2
BlackRock
New York
$34.6M
3
MCA
3
Mendon Capital Advisors
Florida
$1.87M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$4.65M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$2.58M

Top Sellers

1
FHC
1
Forest Hill Capital
Arkansas
$2.37M
2
CCA
2
Cravens & Co Advisors
Tennessee
$15.9M
3
CGA
3
Crescent Grove Advisors
Illinois
$1.04M
4
BCM
4
BHZ Capital Management
California
$0
5
PCMF
5
Private Capital Management (Florida)
Florida
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.45M 59,229 -1,901 -3%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$1.39M 56,915 +15,351 +37%
EF
28
Empowered Funds
Pennsylvania
$1.35M 55,062 +4,904 +10%
RFC
29
Regions Financial Corp
Alabama
$1.13M 46,139 +14,166 +44%
LIA
30
LBMC Investment Advisors
Tennessee
$1.08M 44,298 – –
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$1.08M 43,949 +5,926 +16%
CGA
32
Crescent Grove Advisors
Illinois
$1.04M 42,573 -15,000 -26%
Charles Schwab
33
Charles Schwab
California
$1.04M 42,466 +30 +0.1%
Invesco
34
Invesco
Georgia
$1M 41,015 -4,153 -9%
PFP
35
Pinnacle Financial Partners
Tennessee
$900K 36,763 – –
Barclays
36
Barclays
United Kingdom
$883K 36,081 +19,186 +114%
AWP
37
Ascent Wealth Partners
New York
$864K 35,280 – –
PAM
38
Panagora Asset Management
Massachusetts
$863K 35,228 -261 -0.7%
PIMG
39
Patriot Investment Management Group
Tennessee
$856K 34,938 – –
SW
40
SlateStone Wealth
Florida
$819K 33,427 +11,750 +54%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$754K 30,806 -3,070 -9%
Citadel Advisors
42
Citadel Advisors
Florida
$704K 28,754 +28,754 New
Swiss National Bank
43
Swiss National Bank
Switzerland
$699K 28,547 -3,200 -10%
CSC
44
Caldwell Sutter Capital
California
$696K 28,431 – –
Two Sigma Investments
45
Two Sigma Investments
New York
$639K 26,088 +1,118 +4%
TVAMP
46
Tennessee Valley Asset Management Partners
Tennessee
$602K 24,594 +11,803 +92%
Victory Capital Management
47
Victory Capital Management
Texas
$571K 23,300 +2,350 +11%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$566K 23,114 -259 -1%
UBS Group
49
UBS Group
Switzerland
$564K 23,036 +9,476 +70%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$556K 22,700 -5,700 -20%
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