We are live on ! Find out more
SMBK icon

SmartFinancial

74 hedge funds and large institutions have $118M invested in SmartFinancial in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

6% more funds holding

Funds holding: 7074 (+4)

0.21% more ownership

Funds ownership: 40.46%40.66% (+0.21%)

3% less capital invested

Capital invested by funds: $122M → $118M (-$4.24M)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
51
Evergreen Advisors
Tennessee
$230K
Morgan Stanley
52
Morgan Stanley
New York
$210K +$2.17K +103 +1%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$202K +$204K +9,700 New
AIG
54
American International Group
New York
$167K -$1.16K -55 -0.7%
WG
55
Welch Group
Alabama
$166K -$10.3K -488 -6%
Barclays
56
Barclays
United Kingdom
$135K -$42.3K -2,008 -24%
Deutsche Bank
57
Deutsche Bank
Germany
$129K -$285K -13,502 -68%
SO
58
STRS Ohio
Ohio
$129K +$131K +6,200 New
Citigroup
59
Citigroup
New York
$126K -$34.8K -1,650 -21%
BC
60
Barnett & Company
Tennessee
$125K -$105K -5,000 -45%
MIM
61
MetLife Investment Management
New Jersey
$121K
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$85.6K
Russell Investments Group
63
Russell Investments Group
United Kingdom
$85K +$85.6K +4,061 New
Legal & General Group
64
Legal & General Group
United Kingdom
$45K
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$39.4K +$337 +16 +0.9%
SPIA
66
Steward Partners Investment Advisory
New York
$25K
AIP
67
Ameritas Investment Partners
Nebraska
$23K
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$23K +$843 +40 +4%
FCA
69
FinTrust Capital Advisors
South Carolina
$14K
MAM
70
Meeder Asset Management
Ohio
$12K +$12.6K +600 New
TRCT
71
Tower Research Capital (TRC)
New York
$10K +$4.03K +191 +68%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$5K
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$1K +$759 +36 New
WA
74
Wasatch Advisors
Utah
-$4.89M -225,556 Closed
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
-$209K -9,648 Closed