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SmartFinancial

97 hedge funds and large institutions have $195M invested in SmartFinancial in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 9697 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.29% less ownership

Funds ownership: 49.99%49.71% (-0.29%)

10% less capital invested

Capital invested by funds: $218M → $195M (-$22.5M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $9K

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
39
Reduced
24
Closed
8
Calls
Puts
$9K
Net Calls
-$9K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$425K -$7.9K -303 -2%
Millennium Management
52
Millennium Management
New York
$419K +$96.5K +3,703 +26%
WA
53
Waverly Advisors
Alabama
$382K
Bank of America
54
Bank of America
North Carolina
$372K +$120K +4,586 +40%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$360K +$169K +6,498 +72%
EA
56
Ellsworth Advisors
Ohio
$348K +$12.6K +484 +3%
UBS Group
57
UBS Group
Switzerland
$336K +$29.6K +1,137 +9%
ACA
58
Aptus Capital Advisors
Alabama
$334K
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$303K -$43.9K -1,685 -11%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$291K +$255K +9,774 +349%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$280K +$316K +12,112 New
PAM
62
Panagora Asset Management
Massachusetts
$277K +$1.09K +42 +0.4%
CS
63
Credit Suisse
Switzerland
$269K +$30.8K +1,180 +11%
EA
64
Evergreen Advisors
Tennessee
$265K +$860 +33 +0.3%
LIM
65
Leavell Investment Management
Alabama
$243K
Ameriprise
66
Ameriprise
Minnesota
$234K +$264K +10,118 New
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$225K +$253K +9,721 New
Deutsche Bank
68
Deutsche Bank
Germany
$223K +$69.8K +2,676 +38%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$222K -$1.58M -60,764 -86%
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$221K +$249K +9,545 New
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$209K -$96.5K -3,700 -29%
MIM
72
MetLife Investment Management
New Jersey
$200K
Osaic Holdings
73
Osaic Holdings
Arizona
$192K +$18.2K +700 +9%
AIG
74
American International Group
New York
$173K +$3.91K +150 +2%
Legal & General Group
75
Legal & General Group
United Kingdom
$142K +$23.7K +909 +17%