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SmartFinancial
SMBK

84 hedge funds and large institutions have $147M invested in SmartFinancial in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 11

24% more capital invested

Capital invested by funds: $118M → $147M (+$28.5M)

14% more funds holding

Funds holding: 74 → 84 (+10)

3.63% more ownership

Funds ownership: 40.66% → 44.3% (+3.6%)

Holders
84
Holders Change
+10
Holders Change %
+13.51%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
33
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FP
Foundry Partners
Minnesota
+$4.47M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.79M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.6M
4
MAM
Martingale Asset Management
Massachusetts
+$1.59M
5
Millennium Management
Millennium Management
New York
+$1.01M

Top Sellers

1
EC
EJF Capital
Virginia
-$2.92M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.84M
3
SCA
Stieven Capital Advisors
Missouri
-$1.61M
4
PCMF
Private Capital Management (Florida)
Florida
-$475K
5
WG
Winton Group
United Kingdom
-$214K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
51
Aptus Capital Advisors
Alabama
$354K – – –
TVAMP
52
Tennessee Valley Asset Management Partners
Tennessee
$344K – – –
Invesco
53
Invesco
Georgia
$333K +$22.2K +1,010 +8%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$333K +$96.8K +4,400 +45%
Acadian Asset Management
55
Acadian Asset Management
Massachusetts
$314K – – –
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$300K – – –
SO
57
STRS Ohio
Ohio
$300K +$143K +6,500 +105%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$297K +$276K +12,551 New
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$278K – – –
EA
60
Evergreen Advisors
Tennessee
$261K +$528 +24 +0.2%
AL
61
AJO LP
Pennsylvania
$214K +$200K +9,085 New
AIG
62
American International Group
New York
$188K -$1.47K -67 -0.8%
Citigroup
63
Citigroup
New York
$166K +$20.9K +950 +16%
Deutsche Bank
64
Deutsche Bank
Germany
$157K +$8.74K +397 +6%
WG
65
Welch Group
Alabama
$154K -$31.9K -1,450 -18%
Marshall Wace
66
Marshall Wace
United Kingdom
$147K +$137K +6,210 New
BC
67
Barnett & Company
Tennessee
$142K – – –
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$140K +$129K +5,868 +16,300%
MIM
69
MetLife Investment Management
New Jersey
$138K – – –
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$122K +$113K +5,142 New
MLICM
71
Metropolitan Life Insurance Company (MetLife)
New York
$97.2K – – –
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$72.3K +$25.7K +1,167 +62%
Legal & General Group
73
Legal & General Group
United Kingdom
$51K – – –
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$38K +$11K +502 +45%
MAM
75
Meeder Asset Management
Ohio
$31K +$15.4K +700 +117%
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SMBK Hedge Fund Activity: Q4 2019 in Review

84 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q4 2019, worth a combined $147M — up 24% from $118M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SMBK positions and 3 closed out — a net gain of 11 holders — while 33 added to existing stakes and 11 trimmed.

The largest buyer was Foundry Partners, opening a new position worth an estimated $4.47M. The largest seller was EJF Capital, cutting an estimated $2.92M.

  • 84 institutional investors held SmartFinancial (SMBK) as of Q4 2019, up from 74 in Q3 2019.
  • Funds reported $147M of SmartFinancial stock for Q4 2019, up 24% quarter-over-quarter.
  • 14 funds opened new SmartFinancial positions in Q4 2019 and 3 closed out, a net change of +11 holders.
  • The largest SmartFinancial buyer in Q4 2019 was Foundry Partners, an estimated $4.47M added.
  • The largest SmartFinancial seller in Q4 2019 was EJF Capital, an estimated $2.92M sold.

Based on aggregated 13F filings for Q4 2019.