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SmartFinancial
SMBK

103 hedge funds and large institutions have $215M invested in SmartFinancial in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 28

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

15% more capital invested

Capital invested by funds: $187M → $215M (+$27.7M)

1.5% more ownership

Funds ownership: 51.73% → 53.23% (+1.5%)

1% more funds holding

Funds holding: 102 → 103 (+1)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
103
Holders Change
+1
Holders Change %
+0.98%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
39
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$5.29M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.33M
3
MCA
Mendon Capital Advisors
Florida
+$1.42M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$900K
5
BFM
Boothbay Fund Management
New York
+$806K

Top Sellers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
-$1.28M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.03M
3
AWP
Ascent Wealth Partners
New York
-$743K
4
CRC
Curi RMB Capital
Illinois
-$704K
5
JP Morgan Chase
JP Morgan Chase
New York
-$662K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.42M -$157K -7,237 -11%
Goldman Sachs
27
Goldman Sachs
New York
$1.36M +$86.8K +4,011 +8%
N
28
Nuveen
North Carolina
$1.31M +$250K +11,540 +26%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$1.29M +$900K +41,602 +321%
RFC
30
Regions Financial Corp
Alabama
$1.09M – – –
LIA
31
LBMC Investment Advisors
Tennessee
$1.05M – – –
Charles Schwab
32
Charles Schwab
California
$1.04M +$30.9K +1,429 +3%
Invesco
33
Invesco
Georgia
$936K -$36.4K -1,682 -4%
BFM
34
Boothbay Fund Management
New York
$882K +$806K +37,273 New
PFPT
35
Pinnacle Financial Partners (Tennessee)
Tennessee
$870K – – –
JP Morgan Chase
36
JP Morgan Chase
New York
$856K -$662K -30,600 -46%
CGA
37
Crescent Grove Advisors
Illinois
$830K -$162K -7,500 -18%
PIMG
38
Patriot Investment Management Group
Tennessee
$827K – – –
MAM
39
Martingale Asset Management
Massachusetts
$813K +$112K +5,160 +18%
PAM
40
Panagora Asset Management
Massachusetts
$797K – – –
SW
41
SlateStone Wealth
Florida
$791K -$10.8K -500 -1%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$775K +$4.2K +194 +0.6%
FHC
43
Forest Hill Capital
Arkansas
$725K – – –
Victory Capital Management
44
Victory Capital Management
Texas
$722K +$119K +5,500 +22%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$695K -$26.7K -1,234 -4%
CSC
46
Caldwell Sutter Capital
California
$673K – – –
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$572K +$7.81K +361 +2%
PFO
48
PMC FIG Opportunities
Israel
$538K +$492K +22,727 New
SO
49
STRS Ohio
Ohio
$537K +$49.8K +2,300 +11%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$516K -$104K -4,800 -18%
1
2
3 4 5

SMBK Hedge Fund Activity: Q2 2024 in Review

103 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q2 2024, worth a combined $215M — up 15% from $187M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SMBK positions and 12 closed out — a net gain of 2 holders — while 39 added to existing stakes and 28 trimmed.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $5.29M. The largest seller was Bridgeway Capital Management, cutting an estimated $1.28M.

  • 103 institutional investors held SmartFinancial (SMBK) as of Q2 2024, up from 102 in Q1 2024.
  • Funds reported $215M of SmartFinancial stock for Q2 2024, up 15% quarter-over-quarter.
  • 14 funds opened new SmartFinancial positions in Q2 2024 and 12 closed out, a net change of +2 holders.
  • The largest SmartFinancial buyer in Q2 2024 was Kennedy Capital Management, an estimated $5.29M added.
  • The largest SmartFinancial seller in Q2 2024 was Bridgeway Capital Management, an estimated $1.28M sold.

Based on aggregated 13F filings for Q2 2024.