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SmartFinancial

102 hedge funds and large institutions have $187M invested in SmartFinancial in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0.19% less ownership

Funds ownership: 51.92%51.73% (-0.19%)

2% less funds holding

Funds holding: 104102 (-2)

13% less capital invested

Capital invested by funds: $216M → $187M (-$28.7M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
33
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$501K +$14.9K +672 +3%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$499K +$425K +19,210 +429%
UBS Group
53
UBS Group
Switzerland
$434K -$54.2K -2,454 -11%
Truist Financial
54
Truist Financial
North Carolina
$433K +$1.3K +59 +0.3%
SO
55
STRS Ohio
Ohio
$429K -$28.7K -1,300 -6%
TI
56
Trexquant Investment
Connecticut
$427K +$448K +20,254 New
ET
57
Equitable Trust
Tennessee
$348K
SOS
58
Silver Oak Securities
Tennessee
$337K
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$336K
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$306K -$19.8K -898 -6%
ACA
61
Aptus Capital Advisors
Alabama
$304K
B
62
Bailard
California
$288K
Acadian Asset Management
63
Acadian Asset Management
Massachusetts
$271K +$287K +12,972 New
TVAMP
64
Tennessee Valley Asset Management Partners
Tennessee
$259K -$272K -12,298 -50%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$249K -$99K -4,480 -27%
CS
66
Credit Suisse
Switzerland
$249K
BMA
67
Brooks Moore & Associates
Tennessee
$245K +$3.65K +165 +1%
EA
68
Evergreen Advisors
Tennessee
$245K +$928 +42 +0.4%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$233K +$26.4K +1,194 +12%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$221K +$164K +7,442 +245%
Janus Henderson Group
71
Janus Henderson Group
United Kingdom
$206K -$134K -6,081 -38%
Deutsche Bank
72
Deutsche Bank
Germany
$201K
Legal & General Group
73
Legal & General Group
United Kingdom
$197K
Bank of America
74
Bank of America
North Carolina
$188K -$221K -10,001 -53%
MIM
75
MetLife Investment Management
New Jersey
$182K