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SmartFinancial

97 hedge funds and large institutions have $200M invested in SmartFinancial in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

12% more capital invested

Capital invested by funds: $178M → $200M (+$21.3M)

5% more funds holding

Funds holding: 9297 (+5)

2.27% less ownership

Funds ownership: 45.75%43.48% (-2.3%)

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
34
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Waverly Advisors
Alabama
$429K -$12.5K -473 -3%
PAM
52
Panagora Asset Management
Massachusetts
$411K +$112K +4,222 +39%
Bank of America
53
Bank of America
North Carolina
$405K +$138K +5,198 +54%
ACA
54
Aptus Capital Advisors
Alabama
$395K
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$380K +$99K +3,735 +37%
RJA
56
Raymond James & Associates
Florida
$373K +$44.1K +1,665 +14%
UBS Group
57
UBS Group
Switzerland
$358K +$142K +5,359 +69%
GWM
58
Geneos Wealth Management
Colorado
$351K
Wells Fargo
59
Wells Fargo
California
$349K +$281K +10,601 +490%
Citadel Advisors
60
Citadel Advisors
Florida
$333K +$323K +12,177 New
HSBC Holdings
61
HSBC Holdings
United Kingdom
$317K
Acadian Asset Management
62
Acadian Asset Management
Massachusetts
$293K +$206K +7,790 +265%
LIM
63
Leavell Investment Management
Alabama
$287K -$13.3K -500 -5%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$274K +$265 +10 +0.1%
RK
65
Rather & Kittrell
Tennessee
$256K +$248K +9,374 New
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$246K +$238K +8,995 New
Deutsche Bank
67
Deutsche Bank
Germany
$230K +$12K +454 +6%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$214K -$21.2K -800 -9%
First Trust Advisors
69
First Trust Advisors
Illinois
$213K +$207K +7,797 New
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$210K
Osaic Holdings
71
Osaic Holdings
Arizona
$208K +$14.2K +535 +8%
AIG
72
American International Group
New York
$201K -$5.83K -220 -3%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$176K +$76.6K +2,889 +81%
Allspring Global Investments
74
Allspring Global Investments
North Carolina
$164K +$159K +6,008 New
MIM
75
MetLife Investment Management
New Jersey
$149K