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SmartFinancial

98 hedge funds and large institutions have $188M invested in SmartFinancial in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 9798 (+1)

0.06% more ownership

Funds ownership: 43.48%43.54% (+0.06%)

6% less capital invested

Capital invested by funds: $200M → $188M (-$11.4M)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$431K -$43.1K -1,628 -9%
WA
52
Waverly Advisors
Alabama
$423K
EA
53
Ellsworth Advisors
Ohio
$397K +$411K +15,513 New
TVAMP
54
Tennessee Valley Asset Management Partners
Tennessee
$388K -$126K -4,750 -24%
PAM
55
Panagora Asset Management
Massachusetts
$384K
ACA
56
Aptus Capital Advisors
Alabama
$370K
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$308K -$49.7K -1,877 -13%
UBS Group
58
UBS Group
Switzerland
$303K -$33.5K -1,264 -10%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$298K
Citadel Advisors
60
Citadel Advisors
Florida
$291K -$21.3K -806 -7%
CJFS
61
Coulter & Justus Financial Services
Tennessee
$290K +$300K +11,320 New
EA
62
Evergreen Advisors
Tennessee
$290K +$300K +11,320 New
RJFSA
63
Raymond James Financial Services Advisors
Florida
$286K +$89.1K +3,365 +43%
Acadian Asset Management
64
Acadian Asset Management
Massachusetts
$274K
LIM
65
Leavell Investment Management
Alabama
$269K
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$257K +$238 +9 +0.1%
Wells Fargo
67
Wells Fargo
California
$250K -$80K -3,021 -24%
RK
68
Rather & Kittrell
Tennessee
$239K
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$231K +$450 +17 +0.2%
MIM
70
MetLife Investment Management
New Jersey
$221K +$84.6K +3,195 +58%
First Trust Advisors
71
First Trust Advisors
Illinois
$219K +$20.2K +762 +10%
Osaic Holdings
72
Osaic Holdings
Arizona
$194K
Deutsche Bank
73
Deutsche Bank
Germany
$192K -$23.8K -900 -11%
AIG
74
American International Group
New York
$176K -$12.8K -484 -7%
Allspring Global Investments
75
Allspring Global Investments
North Carolina
$167K +$14.3K +540 +9%