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SmartFinancial

69 hedge funds and large institutions have $121M invested in SmartFinancial in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 8

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

27% more capital invested

Capital invested by funds: $95.4M → $121M (+$25.3M)

13% more funds holding

Funds holding: 6169 (+8)

0.8% more ownership

Funds ownership: 36.07%36.87% (+0.8%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
+8
Holders Change %
+13.11%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
34
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
51
Panagora Asset Management
Massachusetts
$193K +$184K +7,511 New
AIG
52
American International Group
New York
$191K +$69.2K +2,825 +62%
UBS Group
53
UBS Group
Switzerland
$169K +$48.9K +1,997 +44%
MIM
54
MetLife Investment Management
New Jersey
$150K +$143K +5,821 New
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$133K +$126K +5,149 New
JP Morgan Chase
56
JP Morgan Chase
New York
$112K +$69.3K +2,831 +183%
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$106K +$101K +4,111 New
PG
58
Patten Group
Tennessee
$62K
Citigroup
59
Citigroup
New York
$54K +$6.29K +257 +14%
TRCT
60
Tower Research Capital (TRC)
New York
$51K +$6.46K +264 +15%
Legal & General Group
61
Legal & General Group
United Kingdom
$44K +$6.1K +249 +17%
SPIA
62
Steward Partners Investment Advisory
New York
$31K
Barclays
63
Barclays
United Kingdom
$22K -$18.6K -760 -48%
AIP
64
Ameritas Investment Partners
Nebraska
$16K
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$9.81K -$28K -1,143 -75%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$6K
PIA
67
Piedmont Investment Advisors
North Carolina
$5K +$4.82K +197 New
Federated Hermes
68
Federated Hermes
Pennsylvania
$2K +$1.57K +64 New
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$2K +$1.98K +81 New
Wellington Management Group
70
Wellington Management Group
Massachusetts
-$3.15M -133,802 Closed
EM
71
Endicott Management
New York
-$1.18M -50,000 Closed
GJL
72
Gendell Jeffrey L
-$1.04M -44,130 Closed