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SmartFinancial

74 hedge funds and large institutions have $83.8M invested in SmartFinancial in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.07% less ownership

Funds ownership: 41.74%40.67% (-1.1%)

10% less funds holding

Funds holding: 8274 (-8)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

18% less capital invested

Capital invested by funds: $103M → $83.8M (-$18.9M)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

99% less call options, than puts

Call options by funds: $8K | Put options by funds: $574K

Holders
74
Holders Change
-8
Holders Change %
-9.76%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
27
Closed
14
Calls
$8K
Puts
$574K
Net Calls
-$566K
Net Calls Change
-$566K
Name Holding Trade Value Shares
Change
Change in
Stake
B
51
Bailard
California
$176K -$10.5K -741 -5%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$173K -$251K -17,737 -58%
EA
53
Evergreen Advisors
Tennessee
$151K +$580 +41 +0.4%
GCP
54
GSA Capital Partners
United Kingdom
$141K +$147K +10,372 New
Osaic Holdings
55
Osaic Holdings
Arizona
$115K
AIG
56
American International Group
New York
$114K -$2.67K -189 -2%
Deutsche Bank
57
Deutsche Bank
Germany
$97K +$9.53K +674 +10%
HWA
58
HHM Wealth Advisors
Tennessee
$95K
BC
59
Barnett & Company
Tennessee
$82K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$71K
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$70K -$21.2K -1,500 -23%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$43.7K +$36K +2,547 +381%
UBS Group
63
UBS Group
Switzerland
$43K -$54.4K -3,845 -55%
Legal & General Group
64
Legal & General Group
United Kingdom
$17K -$6.24K -441 -26%
AIP
65
Ameritas Investment Partners
Nebraska
$15K
Simplex Trading
66
Simplex Trading
Illinois
$15K +$15.8K +1,115 New
Citigroup
67
Citigroup
New York
$10K -$64.3K -4,548 -86%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$9K -$6.41K -453 -41%
CAM
69
ClariVest Asset Management
California
$7K
IA
70
IFP Advisors
Florida
$7K +$7.07K +500 New
BFEC
71
Benjamin F. Edwards & Company
Missouri
$3K
PAM
72
Panagora Asset Management
Massachusetts
$3K
Millennium Management
73
Millennium Management
New York
$258 +$269K +19,016 New
FCA
74
FinTrust Capital Advisors
South Carolina
$9
BPM
75
Bowling Portfolio Management
Ohio
-$584K -36,071 Closed