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SmartFinancial
SMBK

Overview Fund Activity

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.

Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.48%
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
1
Foundry Partners
Minnesota
$3.18M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$14M
3
American Century Companies
3
American Century Companies
Missouri
$3.31M
4
Millennium Management
4
Millennium Management
New York
$645K
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$2.75M

Top Sellers

1
MCA
1
Mendon Capital Advisors
Florida
$2.14M
2
FHC
2
Forest Hill Capital
Arkansas
$645K
3
Morgan Stanley
3
Morgan Stanley
New York
$1.42M
4
BlackRock
4
BlackRock
New York
$28.9M
5
BFC
5
Banc Funds Company
Illinois
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
EF
26
Empowered Funds
Pennsylvania
$1.25M 59,437 +4,375 +8%
Goldman Sachs
27
Goldman Sachs
New York
$1.12M 53,297 -5,932 -10%
Citadel Advisors
28
Citadel Advisors
Florida
$1.03M 48,762 +20,008 +70%
RFC
29
Regions Financial Corp
Alabama
$972K 46,139 – –
LIA
30
LBMC Investment Advisors
Tennessee
$933K 44,298 – –
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$926K 43,949 – –
CGA
32
Crescent Grove Advisors
Illinois
$897K 42,573 – –
Charles Schwab
33
Charles Schwab
California
$895K 42,466 – –
Invesco
34
Invesco
Georgia
$868K 41,218 +203 +0.5%
PFP
35
Pinnacle Financial Partners
Tennessee
$775K 36,763 – –
AWP
36
Ascent Wealth Partners
New York
$743K 35,280 – –
PIMG
37
Patriot Investment Management Group
Tennessee
$736K 34,938 – –
SW
38
SlateStone Wealth
Florida
$715K 33,927 +500 +1%
PAM
39
Panagora Asset Management
Massachusetts
$709K 33,666 -1,562 -4%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$686K 32,541 +23,244 +250%
FHC
41
Forest Hill Capital
Arkansas
$645K 30,632 -66,075 -68%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$645K 30,610 -196 -0.6%
Millennium Management
43
Millennium Management
New York
$645K 30,592 +30,592 New
MAM
44
Martingale Asset Management
Massachusetts
$615K 29,178 +14,564 +100%
Swiss National Bank
45
Swiss National Bank
Switzerland
$601K 28,547 – –
CSC
46
Caldwell Sutter Capital
California
$599K 28,431 – –
Two Sigma Advisers
47
Two Sigma Advisers
New York
$560K 26,600 +3,900 +17%
Barclays
48
Barclays
United Kingdom
$533K 25,290 -10,791 -30%
Victory Capital Management
49
Victory Capital Management
Texas
$527K 25,000 +1,700 +7%
Two Sigma Investments
50
Two Sigma Investments
New York
$522K 24,774 -1,314 -5%
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