We are live on ! Find out more
SMBK icon

SmartFinancial

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.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

27% more capital invested

Capital invested by funds: $215M → $274M (+$59M)

13% more funds holding

Funds holding: 103116 (+13)

2.34% more ownership

Funds ownership: 53.23%55.56% (+2.3%)

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
1.67%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$2.45M -$329K -11,966 -12%
EF
27
Empowered Funds
Pennsylvania
$1.96M +$92.2K +3,350 +5%
Stifel Financial
28
Stifel Financial
Missouri
$1.78M
RFC
29
Regions Financial Corp
Alabama
$1.34M
LIA
30
LBMC Investment Advisors
Tennessee
$1.29M
N
31
Nuveen
North Carolina
$1.28M -$318K -11,540 -21%
Charles Schwab
32
Charles Schwab
California
$1.28M +$83 +3 +0%
PFO
33
PMC FIG Opportunities
Israel
$1.18M +$489K +17,742 +78%
PFPT
34
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.07M
CGA
35
Crescent Grove Advisors
Illinois
$1.02M
PIMG
36
Patriot Investment Management Group
Tennessee
$1.02M
SW
37
SlateStone Wealth
Florida
$974K
PAM
38
Panagora Asset Management
Massachusetts
$966K -$14.5K -526 -2%
JP Morgan Chase
39
JP Morgan Chase
New York
$955K -$93.4K -3,393 -9%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$931K -$21.9K -796 -2%
Victory Capital Management
41
Victory Capital Management
Texas
$928K +$37.1K +1,349 +4%
TI
42
Trexquant Investment
Connecticut
$859K +$252K +9,162 +45%
MAM
43
Martingale Asset Management
Massachusetts
$856K -$136K -4,952 -14%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$849K -$19.5K -708 -2%
CSC
45
Caldwell Sutter Capital
California
$828K
CRC
46
Curi RMB Capital
Illinois
$771K -$1.12M -40,521 -60%
MCA
47
Mendon Capital Advisors
Florida
$771K -$1.12M -40,521 -60%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$698K -$5.53K -201 -0.8%
Invesco
49
Invesco
Georgia
$694K -$433K -15,719 -40%
Barclays
50
Barclays
United Kingdom
$666K +$277K +10,055 +79%

SMBK Hedge Fund Activity: Q3 2024 in Review

116 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q3 2024, worth a combined $274M — up 27% from $215M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SMBK positions and 6 closed out — a net gain of 14 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was Stieven Capital Advisors, opening a new position worth an estimated $4.24M. The largest seller was Cravens & Co Advisors, cutting an estimated $5.35M.

  • 116 institutional investors held SmartFinancial (SMBK) as of Q3 2024, up from 103 in Q2 2024.
  • Funds reported $274M of SmartFinancial stock for Q3 2024, up 27% quarter-over-quarter.
  • 20 funds opened new SmartFinancial positions in Q3 2024 and 6 closed out, a net change of +14 holders.
  • The largest SmartFinancial buyer in Q3 2024 was Stieven Capital Advisors, an estimated $4.24M added.
  • The largest SmartFinancial seller in Q3 2024 was Cravens & Co Advisors, an estimated $5.35M sold.

Based on aggregated 13F filings for Q3 2024.