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SmartFinancial
SMBK

102 hedge funds and large institutions have $187M invested in SmartFinancial in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0.19% less ownership

Funds ownership: 51.92% → 51.73% (-0.19%)

2% less funds holding

Funds holding: 104 → 102 (-2)

13% less capital invested

Capital invested by funds: $216M → $187M (-$28.7M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
33
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FP
Foundry Partners
Minnesota
+$982K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$886K
3
American Century Companies
American Century Companies
Missouri
+$784K
4
Millennium Management
Millennium Management
New York
+$676K
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$552K

Top Sellers

1
MCA
Mendon Capital Advisors
Florida
-$1.66M
2
FHC
Forest Hill Capital
Arkansas
-$1.46M
3
Morgan Stanley
Morgan Stanley
New York
-$1.42M
4
BlackRock
BlackRock
New York
-$885K
5
BFC
Banc Funds Company
Illinois
-$696K
Name Holding Trade Value Shares
Change 		Change in
Stake
EF
26
Empowered Funds
Pennsylvania
$1.25M +$96.7K +4,375 +8%
Goldman Sachs
27
Goldman Sachs
New York
$1.12M -$131K -5,932 -10%
Citadel Advisors
28
Citadel Advisors
Florida
$1.03M +$442K +20,008 +70%
RFC
29
Regions Financial Corp
Alabama
$972K – – –
LIA
30
LBMC Investment Advisors
Tennessee
$933K – – –
N
31
Nuveen
North Carolina
$926K – – –
CGA
32
Crescent Grove Advisors
Illinois
$897K – – –
Charles Schwab
33
Charles Schwab
California
$895K – – –
Invesco
34
Invesco
Georgia
$868K +$4.49K +203 +0.5%
PFPT
35
Pinnacle Financial Partners (Tennessee)
Tennessee
$775K – – –
AWP
36
Ascent Wealth Partners
New York
$743K – – –
PIMG
37
Patriot Investment Management Group
Tennessee
$736K – – –
SW
38
SlateStone Wealth
Florida
$715K +$11.1K +500 +1%
PAM
39
Panagora Asset Management
Massachusetts
$709K -$34.5K -1,562 -4%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$686K +$514K +23,244 +250%
FHC
41
Forest Hill Capital
Arkansas
$645K -$1.46M -66,075 -68%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$645K -$4.33K -196 -0.6%
Millennium Management
43
Millennium Management
New York
$645K +$676K +30,592 New
MAM
44
Martingale Asset Management
Massachusetts
$615K +$322K +14,564 +100%
Swiss National Bank
45
Swiss National Bank
Switzerland
$601K – – –
CSC
46
Caldwell Sutter Capital
California
$599K – – –
Two Sigma Advisers
47
Two Sigma Advisers
New York
$560K +$86.2K +3,900 +17%
Barclays
48
Barclays
United Kingdom
$533K -$239K -10,791 -30%
Victory Capital Management
49
Victory Capital Management
Texas
$527K +$37.6K +1,700 +7%
Two Sigma Investments
50
Two Sigma Investments
New York
$522K -$29K -1,314 -5%
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