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SmartFinancial

97 hedge funds and large institutions have $180M invested in SmartFinancial in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 28

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0.44% more ownership

Funds ownership: 43.54%43.98% (+0.44%)

5% less capital invested

Capital invested by funds: $188M → $180M (-$8.56M)

1% less funds holding

Funds holding: 9897 (-1)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
35
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
51
Ellsworth Advisors
Ohio
$370K -$4.6K -185 -1%
PAM
52
Panagora Asset Management
Massachusetts
$363K
Two Sigma Investments
53
Two Sigma Investments
New York
$356K -$96.6K -3,889 -21%
ACA
54
Aptus Capital Advisors
Alabama
$349K
Acadian Asset Management
55
Acadian Asset Management
Massachusetts
$307K +$49.9K +2,010 +19%
TVAMP
56
Tennessee Valley Asset Management Partners
Tennessee
$306K -$61.6K -2,479 -16%
PCM
57
Penn Capital Management
Pennsylvania
$303K +$312K +12,536 New
RJFSA
58
Raymond James Financial Services Advisors
Florida
$283K +$13.4K +538 +5%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$276K
EA
60
Evergreen Advisors
Tennessee
$274K +$745 +30 +0.3%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$273K -$19K -764 -6%
LIM
62
Leavell Investment Management
Alabama
$254K
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$241K -$845 -34 -0.3%
FL
64
Fourthstone LLC
Missouri
$230K +$236K +9,511 New
RK
65
Rather & Kittrell
Tennessee
$226K
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$218K +$398 +16 +0.2%
Prudential Financial
67
Prudential Financial
New Jersey
$210K +$216K +8,674 New
MIM
68
MetLife Investment Management
New Jersey
$209K
UBS Group
69
UBS Group
Switzerland
$205K -$82.6K -3,323 -28%
Deutsche Bank
70
Deutsche Bank
Germany
$191K +$9.94K +400 +5%
Osaic Holdings
71
Osaic Holdings
Arizona
$183K
AIG
72
American International Group
New York
$175K +$9.67K +389 +6%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$160K +$16.4K +660 +11%
SG Americas Securities
74
SG Americas Securities
New York
$147K +$152K +6,105 New
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$112K