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SmartFinancial
SMBK

Overview Fund Activity

95 hedge funds and large institutions have $180M invested in SmartFinancial in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
33
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$4.55M
2
EF
2
Empowered Funds
Pennsylvania
$991K
3
EST
3
EA Series Trust
Pennsylvania
$991K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$810K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$12.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.06M
2
FP
2
Foundry Partners
Minnesota
$1.58M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.37M
4
BCM
4
BHZ Capital Management
California
$1.74M
5
B
5
Bailard
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$387K 17,988 -391 -2%
SOS
52
Silver Oak Securities
Tennessee
$367K 17,066 -2,982 -15%
WA
53
Waverly Advisors
Alabama
$355K 16,527 – –
ET
54
Equitable Trust
Tennessee
$332K 15,425 -5,351 -26%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$314K 14,587 -970 -6%
ACA
56
Aptus Capital Advisors
Alabama
$311K 14,450 – –
Janus Henderson Group
57
Janus Henderson Group
United Kingdom
$310K 14,406 +4,861 +51%
UBS Group
58
UBS Group
Switzerland
$307K 14,265 -245 -2%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$303K 14,096 +1,010 +8%
Bank of America
60
Bank of America
North Carolina
$290K 13,470 -2,617 -16%
MAM
61
Martingale Asset Management
Massachusetts
$273K 12,684 -17,324 -58%
CS
62
Credit Suisse
Switzerland
$249K 11,557 -51 -0.4%
EA
63
Evergreen Advisors
Tennessee
$247K 11,484 +42 +0.4%
Citadel Advisors
64
Citadel Advisors
Florida
$230K 10,694 +10,694 New
LIM
65
Leavell Investment Management
Alabama
$226K 10,500 – –
Ameriprise
66
Ameriprise
Minnesota
$224K 10,436 +318 +3%
Deutsche Bank
67
Deutsche Bank
Germany
$205K 9,542 -115 -1%
Legal & General Group
68
Legal & General Group
United Kingdom
$205K 9,535 +3,387 +55%
MIM
69
MetLife Investment Management
New Jersey
$186K 8,657 – –
AIG
70
American International Group
New York
$164K 7,632 +143 +2%
TRCT
71
Tower Research Capital (TRC)
New York
$136K 6,315 +5,431 +614%
Wells Fargo
72
Wells Fargo
California
$130K 6,041 +3,282 +119%
HWA
73
HHM Wealth Advisors
Tennessee
$119K 5,529 – –
Russell Investments Group
74
Russell Investments Group
United Kingdom
$119K 5,521 -4,085 -43%
Citigroup
75
Citigroup
New York
$110K 5,099 +4,737 +1,309%
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