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SmartFinancial

128 hedge funds and large institutions have $298M invested in SmartFinancial in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

10% more funds holding

Funds holding: 116128 (+12)

9% more capital invested

Capital invested by funds: $274M → $298M (+$24.4M)

1.31% more ownership

Funds ownership: 55.56%56.87% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
50
Reduced
29
Closed
12
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
$2.41M -$209K -6,310 -8%
JP Morgan Chase
27
JP Morgan Chase
New York
$2.34M +$1.42M +42,771 +131%
EF
28
Empowered Funds
Pennsylvania
$2.19M +$112K +3,390 +5%
Millennium Management
29
Millennium Management
New York
$1.87M +$1.47M +44,467 +282%
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.86M +$1.61M +48,576 +423%
Stifel Financial
31
Stifel Financial
Missouri
$1.71M -$187K -5,657 -9%
MAM
32
Martingale Asset Management
Massachusetts
$1.65M +$789K +23,852 +81%
RFC
33
Regions Financial Corp
Alabama
$1.43M
Charles Schwab
34
Charles Schwab
California
$1.38M +$18.2K +550 +1%
LIA
35
LBMC Investment Advisors
Tennessee
$1.37M
N
36
Nuveen
North Carolina
$1.36M
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$1.25M +$845K +25,543 +173%
PIMG
38
Patriot Investment Management Group
Tennessee
$1.08M
Victory Capital Management
39
Victory Capital Management
Texas
$1.06M +$77.8K +2,351 +7%
PAM
40
Panagora Asset Management
Massachusetts
$1.04M +$14K +423 +1%
SW
41
SlateStone Wealth
Florida
$1.04M
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$961K -$30.3K -916 -3%
Two Sigma Investments
43
Two Sigma Investments
New York
$958K +$490K +14,810 +92%
TI
44
Trexquant Investment
Connecticut
$930K +$18K +543 +2%
CSC
45
Caldwell Sutter Capital
California
$881K
Creative Planning
46
Creative Planning
Kansas
$866K +$477K +14,424 +107%
Invesco
47
Invesco
Georgia
$861K +$132K +3,979 +17%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$857K -$33.1K -1,000 -3%
Citadel Advisors
49
Citadel Advisors
Florida
$823K +$640K +19,345 +268%
Barclays
50
Barclays
United Kingdom
$808K +$107K +3,247 +14%