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SmartFinancial
SMBK

Overview Fund Activity

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.

Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
1.7%
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
–

Top Buyers

1
HIM
1
Hillsdale Investment Management
Ontario, Canada
$3.72M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$13.6M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$4.57M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.86M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.6M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$0
2
BFC
2
Banc Funds Company
Illinois
$11.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$25.3M
4
PCMF
4
Private Capital Management (Florida)
Florida
$16.2M
5
CGA
5
Crescent Grove Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$2.41M 77,745 -6,310 -8%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$2.34M 75,527 +42,771 +131%
EF
28
Empowered Funds
Pennsylvania
$2.19M 70,677 +3,390 +5%
Millennium Management
29
Millennium Management
New York
$1.87M 60,255 +44,467 +282%
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.86M 60,048 +48,576 +423%
Stifel Financial
31
Stifel Financial
Missouri
$1.71M 55,343 -5,657 -9%
MAM
32
Martingale Asset Management
Massachusetts
$1.65M 53,238 +23,852 +81%
RFC
33
Regions Financial Corp
Alabama
$1.43M 46,139 – –
Charles Schwab
34
Charles Schwab
California
$1.38M 44,448 +550 +1%
LIA
35
LBMC Investment Advisors
Tennessee
$1.37M 44,298 – –
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$1.36M 43,949 – –
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$1.25M 40,285 +25,543 +173%
PIMG
38
Patriot Investment Management Group
Tennessee
$1.08M 34,938 – –
Victory Capital Management
39
Victory Capital Management
Texas
$1.06M 34,200 +2,351 +7%
PAM
40
Panagora Asset Management
Massachusetts
$1.04M 33,563 +423 +1%
SW
41
SlateStone Wealth
Florida
$1.04M 33,427 – –
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$961K 31,023 -916 -3%
Two Sigma Investments
43
Two Sigma Investments
New York
$958K 30,938 +14,810 +92%
TI
44
Trexquant Investment
Connecticut
$930K 30,026 +543 +2%
CSC
45
Caldwell Sutter Capital
California
$881K 28,431 – –
Creative Planning
46
Creative Planning
Kansas
$866K 27,943 +14,424 +107%
Invesco
47
Invesco
Georgia
$861K 27,796 +3,979 +17%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$857K 27,668 -1,000 -3%
Citadel Advisors
49
Citadel Advisors
Florida
$823K 26,552 +19,345 +268%
Barclays
50
Barclays
United Kingdom
$808K 26,095 +3,247 +14%
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