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SmartFinancial

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: 12 (+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: 9396 (+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
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%