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SmartFinancial

94 hedge funds and large institutions have $180M invested in SmartFinancial in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 6 closing their positions.

Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
6
Increased
25
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WA
51
Waverly Advisors
Alabama
$353K 16,527
SOS
52
Silver Oak Securities
Tennessee
$350K 16,400 -666 -4%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$349K 16,354 -1,634 -9%
Bank of America
54
Bank of America
North Carolina
$332K 15,514 +2,044 +15%
ET
55
Equitable Trust
Tennessee
$330K 15,425
Janus Henderson Group
56
Janus Henderson Group
United Kingdom
$315K 14,715 +309 +2%
MAM
57
Martingale Asset Management
Massachusetts
$314K 14,684 +2,000 +16%
BCM
58
BHZ Capital Management
California
$312K 14,589 -66,344 -82%
ACA
59
Aptus Capital Advisors
Alabama
$309K 14,450
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$304K 14,193 +97 +0.7%
B
61
Bailard
California
$292K 13,653 +13,653 New
UBS Group
62
UBS Group
Switzerland
$290K 13,560 -705 -5%
CS
63
Credit Suisse
Switzerland
$280K 13,116 +1,559 +13%
TVAMP
64
Tennessee Valley Asset Management Partners
Tennessee
$273K 12,791 +12,791 New
EA
65
Evergreen Advisors
Tennessee
$246K 11,523 +39 +0.3%
LIM
66
Leavell Investment Management
Alabama
$224K 10,500
Ameriprise
67
Ameriprise
Minnesota
$223K 10,436
Deutsche Bank
68
Deutsche Bank
Germany
$204K 9,542
Legal & General Group
69
Legal & General Group
United Kingdom
$200K 9,361 -174 -2%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$196K 9,161 -28,486 -76%
MIM
71
MetLife Investment Management
New Jersey
$185K 8,657
AIG
72
American International Group
New York
$169K 7,913 +281 +4%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$159K 7,430 +3,008 +68%
SG Americas Securities
74
SG Americas Securities
New York
$159K 7,442 +7,442 New
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$150K 7,009 +2,700 +63%