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SmartFinancial

67 hedge funds and large institutions have $90.8M invested in SmartFinancial in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

0% more funds holding

Funds holding: 6767 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1.82% less ownership

Funds ownership: 37.56%35.74% (-1.8%)

19% less capital invested

Capital invested by funds: $113M → $90.8M (-$21.8M)

Holders
67
Holders Change
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$88K -$62.2K -3,000 -38%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$87K +$34.5K +1,665 +50%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$78K +$88.2K +4,250 New
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
$75.1K
Citigroup
55
Citigroup
New York
$55K -$1.37K -66 -2%
JP Morgan Chase
56
JP Morgan Chase
New York
$53K +$5.62K +271 +10%
PG
57
Patten Group
Tennessee
$44K
Marshall Wace
58
Marshall Wace
United Kingdom
$33K +$37.3K +1,800 New
Legal & General Group
59
Legal & General Group
United Kingdom
$31K
RQS
60
Ramsey Quantitative Systems
Kentucky
$22K +$25.1K +1,211 New
FCA
61
FinTrust Capital Advisors
South Carolina
$12K +$13.7K +659 New
AIP
62
Ameritas Investment Partners
Nebraska
$11K
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$6.98K +$21 +1 +0.3%
Barclays
64
Barclays
United Kingdom
$6K -$90.2K -4,349 -93%
BFEC
65
Benjamin F. Edwards & Company
Missouri
$5K
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$3K +$1.72K +83 +106%
TRCT
67
Tower Research Capital (TRC)
New York
$3K +$2.82K +136 +332%
MPAM
68
Monarch Partners Asset Management
Massachusetts
-$779K -33,090 Closed
ZIM
69
Zacks Investment Management
Illinois
-$692K -29,392 Closed
EVC
70
Eidelman Virant Capital
Missouri
-$447K -19,000 Closed
BGIM
71
Brandywine Global Investment Management
Pennsylvania
-$380K -16,100 Closed
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
-$222K -9,476 Closed
Two Sigma Investments
73
Two Sigma Investments
New York
-$217K -9,200 Closed
SCM
74
Southport Capital Management
Tennessee
-$180K -7,636 Closed
Russell Investments Group
75
Russell Investments Group
United Kingdom
-$33K -1,375 Closed