We are live on ! Find out more
SMBK icon

SmartFinancial

92 hedge funds and large institutions have $178M invested in SmartFinancial in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $160M → $178M (+$18.1M)

3% more funds holding

Funds holding: 8992 (+3)

1.55% more ownership

Funds ownership: 44.2%45.75% (+1.6%)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
29
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$335K -$106K -4,289 -25%
RJA
52
Raymond James & Associates
Florida
$309K +$296K +11,964 New
HSBC Holdings
53
HSBC Holdings
United Kingdom
$302K +$79.8K +3,229 +39%
FL
54
Fourthstone LLC
Missouri
$291K -$470K -19,039 -63%
EA
55
Evergreen Advisors
Tennessee
$291K +$1.36K +55 +0.5%
LIM
56
Leavell Investment Management
Alabama
$284K
PAM
57
Panagora Asset Management
Massachusetts
$279K +$261K +10,551 +4,378%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$263K +$16K +646 +7%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$259K -$69.2K -2,803 -22%
Bank of America
60
Bank of America
North Carolina
$247K -$36.5K -1,476 -13%
SG Americas Securities
61
SG Americas Securities
New York
$243K +$232K +9,402 New
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231K -$57.5K -2,329 -21%
Millennium Management
63
Millennium Management
New York
$223K -$32.9K -1,331 -13%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$223K +$213K +8,615 New
ERSOT
65
Employees Retirement System of Texas
Texas
$220K +$211K +8,528 New
Deutsche Bank
66
Deutsche Bank
Germany
$206K -$6.4K -259 -3%
UBS Group
67
UBS Group
Switzerland
$200K -$45.6K -1,846 -19%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$198K -$283K -11,441 -60%
AIG
69
American International Group
New York
$196K -$4.47K -181 -2%
Osaic Holdings
70
Osaic Holdings
Arizona
$182K
MIM
71
MetLife Investment Management
New Jersey
$141K
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$120K
MLICM
73
Metropolitan Life Insurance Company (MetLife)
New York
$112K
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$91.8K +$43.4K +1,755 +98%
ED
75
Exane Derivatives
France
$77.6K -$22.3K -903 -23%

SMBK Hedge Fund Activity: Q3 2021 in Review

92 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q3 2021, worth a combined $178M — up 11% from $160M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMBK positions and 6 closed out — a net gain of 3 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was Elizabeth Park Capital Advisors, opening a new position worth an estimated $3.14M. The largest seller was Banc Funds Company, cutting an estimated $1.47M.

  • 92 institutional investors held SmartFinancial (SMBK) as of Q3 2021, up from 89 in Q2 2021.
  • Funds reported $178M of SmartFinancial stock for Q3 2021, up 11% quarter-over-quarter.
  • 9 funds opened new SmartFinancial positions in Q3 2021 and 6 closed out, a net change of +3 holders.
  • The largest SmartFinancial buyer in Q3 2021 was Elizabeth Park Capital Advisors, an estimated $3.14M added.
  • The largest SmartFinancial seller in Q3 2021 was Banc Funds Company, an estimated $1.47M sold.

Based on aggregated 13F filings for Q3 2021.