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SmartFinancial
SMBK

96 hedge funds and large institutions have $218M invested in SmartFinancial in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 25

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

18% more capital invested

Capital invested by funds: $185M → $218M (+$32.6M)

5.6% more ownership

Funds ownership: 44.39% → 49.99% (+5.6%)

3% more funds holding

Funds holding: 93 → 96 (+3)

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
39
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$2.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.7M
3
EI
EAM Investors
California
+$1.28M
4
CRC
Curi RMB Capital
Illinois
+$1.18M
5
PFPT
Pinnacle Financial Partners (Tennessee)
Tennessee
+$1.03M

Top Sellers

1
BFC
Banc Funds Company
Illinois
-$2.23M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$1.77M
3
PCM
Penn Capital Management
Pennsylvania
-$1.18M
4
RFC
Regions Financial Corp
Alabama
-$1.03M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$831K
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$514K +$353K +12,558 +205%
Barclays
52
Barclays
United Kingdom
$498K -$492K -17,525 -49%
ET
53
Equitable Trust
Tennessee
$494K – – –
SOS
54
Silver Oak Securities
Tennessee
$469K +$18.7K +666 +4%
WA
55
Waverly Advisors
Alabama
$454K – – –
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$406K +$72.1K +2,567 +21%
ACA
57
Aptus Capital Advisors
Alabama
$397K – – –
Millennium Management
58
Millennium Management
New York
$396K -$90.7K -3,229 -18%
EA
59
Ellsworth Advisors
Ohio
$392K -$899 -32 -0.2%
Acadian Asset Management
60
Acadian Asset Management
Massachusetts
$385K -$137K -4,877 -26%
First Trust Advisors
61
First Trust Advisors
Illinois
$379K +$387K +13,781 New
UBS Group
62
UBS Group
Switzerland
$368K +$167K +5,929 +80%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$350K +$75.7K +2,696 +27%
PAM
64
Panagora Asset Management
Massachusetts
$328K -$87K -3,099 -21%
Bank of America
65
Bank of America
North Carolina
$316K +$176K +6,250 +119%
EA
66
Evergreen Advisors
Tennessee
$314K +$758 +27 +0.2%
LIM
67
Leavell Investment Management
Alabama
$289K – – –
CS
68
Credit Suisse
Switzerland
$287K +$290K +10,343 +12,168%
RK
69
Rather & Kittrell
Tennessee
$258K – – –
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$249K +$393 +14 +0.2%
UBS AM
71
UBS AM
Illinois
$239K +$244K +8,700 New
MIM
72
MetLife Investment Management
New Jersey
$238K – – –
Osaic Holdings
73
Osaic Holdings
Arizona
$209K – – –
AIG
74
American International Group
New York
$202K -$758 -27 -0.4%
Deutsche Bank
75
Deutsche Bank
Germany
$192K +$2.87K +102 +1%
1 2
3
4 5

SMBK Hedge Fund Activity: Q4 2022 in Review

96 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q4 2022, worth a combined $218M — up 18% from $185M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SMBK positions and 8 closed out — a net gain of 3 holders — while 39 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock, adding an estimated $2.7M. The largest seller was Banc Funds Company, cutting an estimated $2.23M.

  • 96 institutional investors held SmartFinancial (SMBK) as of Q4 2022, up from 93 in Q3 2022.
  • Funds reported $218M of SmartFinancial stock for Q4 2022, up 18% quarter-over-quarter.
  • 11 funds opened new SmartFinancial positions in Q4 2022 and 8 closed out, a net change of +3 holders.
  • The largest SmartFinancial buyer in Q4 2022 was BlackRock, an estimated $2.7M added.
  • The largest SmartFinancial seller in Q4 2022 was Banc Funds Company, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2022.