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SmartFinancial

93 hedge funds and large institutions have $185M invested in SmartFinancial in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

3% more capital invested

Capital invested by funds: $180M → $185M (+$5.75M)

0.41% more ownership

Funds ownership: 43.98%44.39% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 9793 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
37
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Waverly Advisors
Alabama
$408K
PAM
52
Panagora Asset Management
Massachusetts
$371K
EA
53
Ellsworth Advisors
Ohio
$361K -$18.3K -727 -5%
ACA
54
Aptus Capital Advisors
Alabama
$357K
SOS
55
Silver Oak Securities
Tennessee
$350K -$16.8K -666 -4%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$302K +$23.1K +916 +8%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$289K
EA
58
Evergreen Advisors
Tennessee
$281K +$807 +32 +0.3%
LIM
59
Leavell Investment Management
Alabama
$259K
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$248K +$1.19K +47 +0.5%
RK
61
Rather & Kittrell
Tennessee
$231K
Prudential Financial
62
Prudential Financial
New Jersey
$231K +$17.7K +700 +8%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$223K +$429 +17 +0.2%
MIM
64
MetLife Investment Management
New Jersey
$214K
TVAMP
65
Tennessee Valley Asset Management Partners
Tennessee
$210K -$105K -4,163 -33%
Osaic Holdings
66
Osaic Holdings
Arizona
$188K
UBS Group
67
UBS Group
Switzerland
$184K -$27K -1,070 -13%
AIG
68
American International Group
New York
$182K +$2.62K +104 +1%
Deutsche Bank
69
Deutsche Bank
Germany
$170K -$26.1K -1,035 -13%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$151K -$12.9K -511 -8%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$133K +$37.3K +1,477 +38%
Bank of America
72
Bank of America
North Carolina
$129K +$66.1K +2,619 +100%
SG Americas Securities
73
SG Americas Securities
New York
$119K -$32.2K -1,278 -21%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$114K
TRCT
75
Tower Research Capital (TRC)
New York
$63K -$51.8K -2,051 -44%