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SmartFinancial
SMBK

Overview Fund Activity

116 hedge funds and large institutions have $274M invested in SmartFinancial in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 6 closing their positions.

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
41
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
1
Stieven Capital Advisors
Missouri
$4.49M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$9.92M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$25M
4
American Century Companies
4
American Century Companies
Missouri
$6.84M
5
BFM
5
Boothbay Fund Management
New York
$2.46M

Top Sellers

1
CCA
1
Cravens & Co Advisors
Tennessee
$13.2M
2
KCM
2
Kennedy Capital Management
Missouri
$5.6M
3
BFC
3
Banc Funds Company
Illinois
$15M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$6.03M
5
MCA
5
Mendon Capital Advisors
Florida
$771K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$2.45M 84,055 -11,966 -12%
EF
27
Empowered Funds
Pennsylvania
$1.96M 67,287 +3,350 +5%
Stifel Financial
28
Stifel Financial
Missouri
$1.78M 61,000 – –
RFC
29
Regions Financial Corp
Alabama
$1.34M 46,139 – –
LIA
30
LBMC Investment Advisors
Tennessee
$1.29M 44,298 – –
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$1.28M 43,949 -11,540 -21%
Charles Schwab
32
Charles Schwab
California
$1.28M 43,898 +3 +0%
PFO
33
PMC FIG Opportunities
Israel
$1.18M 40,469 +17,742 +78%
PFP
34
Pinnacle Financial Partners
Tennessee
$1.07M 36,763 – –
CGA
35
Crescent Grove Advisors
Illinois
$1.02M 35,073 – –
PIMG
36
Patriot Investment Management Group
Tennessee
$1.02M 34,938 – –
SW
37
SlateStone Wealth
Florida
$974K 33,427 – –
PAM
38
Panagora Asset Management
Massachusetts
$966K 33,140 -526 -2%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$955K 32,756 -3,393 -9%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$931K 31,939 -796 -2%
Victory Capital Management
41
Victory Capital Management
Texas
$928K 31,849 +1,349 +4%
TI
42
Trexquant Investment
Connecticut
$859K 29,483 +9,162 +45%
MAM
43
Martingale Asset Management
Massachusetts
$856K 29,386 -4,952 -14%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$849K 28,668 -708 -2%
CSC
45
Caldwell Sutter Capital
California
$828K 28,431 – –
MCA
46
Mendon Capital Advisors
Florida
$771K 26,469 -40,521 -60%
CRC
47
Curi RMB Capital
Illinois
$771K 26,469 -40,521 -60%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$698K 23,946 -201 -0.8%
Invesco
49
Invesco
Georgia
$694K 23,817 -15,719 -40%
Barclays
50
Barclays
United Kingdom
$666K 22,848 +10,055 +79%
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