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SmartFinancial

104 hedge funds and large institutions have $216M invested in SmartFinancial in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 2 closing their positions.

Holders
104
Holders Change
+10
Holders Change %
+10.64%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
37
Reduced
29
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SO
51
STRS Ohio
Ohio
$531K 21,700
Truist Financial
52
Truist Financial
North Carolina
$501K 20,476 +62 +0.3%
Bank of America
53
Bank of America
North Carolina
$463K 18,921 +3,407 +22%
ET
54
Equitable Trust
Tennessee
$405K 16,525 +1,100 +7%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$401K 16,335 +2,142 +15%
WA
56
Waverly Advisors
Alabama
$396K 16,167 -360 -2%
SOS
57
Silver Oak Securities
Tennessee
$392K 16,018 -382 -2%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$390K 15,941 +15,941 New
Janus Henderson Group
59
Janus Henderson Group
United Kingdom
$389K 15,879 +1,164 +8%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$377K 15,403 -951 -6%
MAM
61
Martingale Asset Management
Massachusetts
$358K 14,614 -70 -0.5%
ACA
62
Aptus Capital Advisors
Alabama
$354K 14,450
RJFSA
63
Raymond James Financial Services Advisors
Florida
$349K 14,250 -9,989 -41%
B
64
Bailard
California
$334K 13,653
CS
65
Credit Suisse
Switzerland
$289K 11,802 -1,314 -10%
EA
66
Evergreen Advisors
Tennessee
$283K 11,566 +43 +0.4%
BMA
67
Brooks Moore & Associates
Tennessee
$280K 11,444 +11,444 New
LIM
68
Leavell Investment Management
Alabama
$257K 10,500
1CM
69
1492 Capital Management
Wisconsin
$242K 9,871 +9,871 New
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$241K 9,848 +9,848 New
Deutsche Bank
71
Deutsche Bank
Germany
$234K 9,542
Legal & General Group
72
Legal & General Group
United Kingdom
$229K 9,361
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$228K 9,297 +136 +1%
Ameriprise
74
Ameriprise
Minnesota
$226K 9,236 -1,200 -11%
SG Americas Securities
75
SG Americas Securities
New York
$218K 8,916 +1,474 +20%