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SmartFinancial
SMBK

Overview Fund Activity

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.

Holders
103
Holders Change
+1
Holders Change %
+0.98%
% of All Funds
1.5%
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

1
KCM
1
Kennedy Capital Management
Missouri
$5.78M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.77M
3
MCA
3
Mendon Capital Advisors
Florida
$1.59M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$1.29M
5
BFM
5
Boothbay Fund Management
New York
$882K

Top Sellers

1
BCM
1
Bridgeway Capital Management
Texas
$2.85M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CRC
3
Curi RMB Capital
Illinois
$1.59M
4
AWP
4
Ascent Wealth Partners
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$856K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$1.42M 60,054 -7,237 -11%
Goldman Sachs
27
Goldman Sachs
New York
$1.36M 57,308 +4,011 +8%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$1.31M 55,489 +11,540 +26%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$1.29M 54,574 +41,602 +321%
RFC
30
Regions Financial Corp
Alabama
$1.09M 46,139 – –
LIA
31
LBMC Investment Advisors
Tennessee
$1.05M 44,298 – –
Charles Schwab
32
Charles Schwab
California
$1.04M 43,895 +1,429 +3%
Invesco
33
Invesco
Georgia
$936K 39,536 -1,682 -4%
BFM
34
Boothbay Fund Management
New York
$882K 37,273 +37,273 New
PFP
35
Pinnacle Financial Partners
Tennessee
$870K 36,763 – –
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$856K 36,149 -30,600 -46%
CGA
37
Crescent Grove Advisors
Illinois
$830K 35,073 -7,500 -18%
PIMG
38
Patriot Investment Management Group
Tennessee
$827K 34,938 – –
MAM
39
Martingale Asset Management
Massachusetts
$813K 34,338 +5,160 +18%
PAM
40
Panagora Asset Management
Massachusetts
$797K 33,666 – –
SW
41
SlateStone Wealth
Florida
$791K 33,427 -500 -1%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$775K 32,735 +194 +0.6%
FHC
43
Forest Hill Capital
Arkansas
$725K 30,632 – –
Victory Capital Management
44
Victory Capital Management
Texas
$722K 30,500 +5,500 +22%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$695K 29,376 -1,234 -4%
CSC
46
Caldwell Sutter Capital
California
$673K 28,431 – –
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$572K 24,147 +361 +2%
PFO
48
PMC FIG Opportunities
Israel
$538K 22,727 +22,727 New
SO
49
STRS Ohio
Ohio
$537K 22,700 +2,300 +11%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$516K 21,800 -4,800 -18%
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