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SmartFinancial
SMBK

Overview Fund Activity

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.

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

Top Buyers

1
BlackRock
1
BlackRock
New York
$30.8M
2
PCMF
2
Private Capital Management (Florida)
Florida
$14.2M
3
BCM
3
Bridgeway Capital Management
Texas
$3.67M
4
State Street
4
State Street
Massachusetts
$6.93M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$3.5M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$0
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$222K
3
EI
3
EAM Investors
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.49M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.82M
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$425K 18,379 -303 -2%
Millennium Management
52
Millennium Management
New York
$419K 18,118 +3,703 +26%
WA
53
Waverly Advisors
Alabama
$382K 16,527 – –
Bank of America
54
Bank of America
North Carolina
$372K 16,087 +4,586 +40%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$360K 15,557 +6,498 +72%
EA
56
Ellsworth Advisors
Ohio
$348K 15,053 +484 +3%
UBS Group
57
UBS Group
Switzerland
$336K 14,510 +1,137 +9%
ACA
58
Aptus Capital Advisors
Alabama
$334K 14,450 – –
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$303K 13,086 -1,685 -11%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$291K 12,576 +9,774 +349%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$280K 12,112 +12,112 New
PAM
62
Panagora Asset Management
Massachusetts
$277K 11,957 +42 +0.4%
CS
63
Credit Suisse
Switzerland
$269K 11,608 +1,180 +11%
EA
64
Evergreen Advisors
Tennessee
$265K 11,442 +33 +0.3%
LIM
65
Leavell Investment Management
Alabama
$243K 10,500 – –
Ameriprise
66
Ameriprise
Minnesota
$234K 10,118 +10,118 New
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$225K 9,721 +9,721 New
Deutsche Bank
68
Deutsche Bank
Germany
$223K 9,657 +2,676 +38%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$222K 9,606 -60,764 -86%
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$221K 9,545 +9,545 New
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$209K 9,037 -3,700 -29%
MIM
72
MetLife Investment Management
New Jersey
$200K 8,657 – –
Osaic Holdings
73
Osaic Holdings
Arizona
$192K 8,290 +700 +9%
AIG
74
American International Group
New York
$173K 7,489 +150 +2%
Legal & General Group
75
Legal & General Group
United Kingdom
$142K 6,148 +909 +17%
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