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SmartFinancial

81 hedge funds and large institutions have $116M invested in SmartFinancial in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

62% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 21

38% more capital invested

Capital invested by funds: $83.8M → $116M (+$32M)

9% more funds holding

Funds holding: 7481 (+7)

1.25% more ownership

Funds ownership: 40.67%41.92% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $765K

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
34
Reduced
21
Closed
2
Calls
Puts
$765K
Net Calls
-$765K
Net Calls Change
-$199K
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
51
Aptus Capital Advisors
Alabama
$272K
SO
52
STRS Ohio
Ohio
$264K
B
53
Bailard
California
$247K +$11.5K +700 +5%
American Century Companies
54
American Century Companies
Missouri
$241K +$219K +13,309 New
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$230K
HSBC Holdings
56
HSBC Holdings
United Kingdom
$216K +$197K +11,966 New
WG
57
Winton Group
United Kingdom
$209K -$402K -24,417 -68%
EA
58
Evergreen Advisors
Tennessee
$203K +$510 +31 +0.3%
LIM
59
Leavell Investment Management
Alabama
$200K +$181K +11,000 New
TVAMP
60
Tennessee Valley Asset Management Partners
Tennessee
$181K +$165K +10,000 New
Deutsche Bank
61
Deutsche Bank
Germany
$180K +$46.5K +2,826 +40%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$168K +$67.1K +4,075 +78%
Osaic Holdings
63
Osaic Holdings
Arizona
$128K -$23.5K -1,425 -17%
BC
64
Barnett & Company
Tennessee
$108K
UBS Group
65
UBS Group
Switzerland
$103K +$41.8K +2,539 +80%
TRCT
66
Tower Research Capital (TRC)
New York
$98K -$168K -10,201 -65%
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$84K -$8.23K -500 -10%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$66.5K +$7.44K +452 +14%
Citigroup
69
Citigroup
New York
$47K +$31K +1,881 +261%
HWA
70
HHM Wealth Advisors
Tennessee
$44K -$74.5K -4,526 -65%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$44K +$25.8K +1,568 +241%
Legal & General Group
72
Legal & General Group
United Kingdom
$23K
Nisa Investment Advisors
73
Nisa Investment Advisors
Missouri
$22K +$19.8K +1,200 New
AIP
74
Ameritas Investment Partners
Nebraska
$20K
CAM
75
ClariVest Asset Management
California
$17K +$7.13K +433 +84%