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SmartFinancial
SMBK

116 hedge funds and large institutions have $274M invested in SmartFinancial in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

27% more capital invested

Capital invested by funds: $215M → $274M (+$59M)

13% more funds holding

Funds holding: 103 → 116 (+13)

2.34% more ownership

Funds ownership: 53.23% → 55.56% (+2.3%)

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
41
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCA
Stieven Capital Advisors
Missouri
+$4.24M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.83M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.42M
4
American Century Companies
American Century Companies
Missouri
+$1.41M
5
BFM
Boothbay Fund Management
New York
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
CCA
Cravens & Co Advisors
Tennessee
-$5.35M
2
KCM
Kennedy Capital Management
Missouri
-$1.43M
3
BFC
Banc Funds Company
Illinois
-$1.27M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$1.21M
5
CRC
Curi RMB Capital
Illinois
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
RK
51
Rather & Kittrell
Tennessee
$642K +$607K +22,028 New
SO
52
STRS Ohio
Ohio
$574K -$82.6K -3,000 -13%
Truist Financial
53
Truist Financial
North Carolina
$558K -$39.6K -1,439 -7%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$487K -$140K -5,100 -23%
ET
55
Equitable Trust
Tennessee
$482K – – –
Two Sigma Investments
56
Two Sigma Investments
New York
$470K +$21.3K +775 +5%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$465K -$3.61K -131 -0.8%
Millennium Management
58
Millennium Management
New York
$460K +$51.7K +1,877 +13%
SOS
59
Silver Oak Securities
Tennessee
$459K – – –
Jane Street
60
Jane Street
New York
$435K +$26.6K +967 +7%
Arrowstreet Capital
61
Arrowstreet Capital
Massachusetts
$430K +$406K +14,742 New
ACA
62
Aptus Capital Advisors
Alabama
$422K +$1.1K +40 +0.3%
II
63
Inspire Investing
Idaho
$415K +$392K +14,252 New
B
64
Bailard
California
$398K – – –
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$397K +$17.1K +621 +5%
Creative Planning
66
Creative Planning
Kansas
$394K +$372K +13,519 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$376K -$2.64K -96 -0.7%
WA
68
Waverly Advisors
Alabama
$372K +$351K +12,757 New
Bank of America
69
Bank of America
North Carolina
$368K +$25.9K +941 +8%
Citigroup
70
Citigroup
New York
$356K +$173K +6,291 +106%
EA
71
Evergreen Advisors
Tennessee
$340K +$881 +32 +0.3%
BMA
72
Brooks Moore & Associates
Tennessee
$338K – – –
Connor, Clark & Lunn Investment Management (CC&L)
73
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$334K +$316K +11,472 New
UBS Group
74
UBS Group
Switzerland
$292K +$56.9K +2,067 +26%
MIM
75
MetLife Investment Management
New Jersey
$278K – – –
1 2
3
4 5

SMBK Hedge Fund Activity: Q3 2024 in Review

116 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q3 2024, worth a combined $274M — up 27% from $215M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SMBK positions and 6 closed out — a net gain of 14 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was Stieven Capital Advisors, opening a new position worth an estimated $4.24M. The largest seller was Cravens & Co Advisors, cutting an estimated $5.35M.

  • 116 institutional investors held SmartFinancial (SMBK) as of Q3 2024, up from 103 in Q2 2024.
  • Funds reported $274M of SmartFinancial stock for Q3 2024, up 27% quarter-over-quarter.
  • 20 funds opened new SmartFinancial positions in Q3 2024 and 6 closed out, a net change of +14 holders.
  • The largest SmartFinancial buyer in Q3 2024 was Stieven Capital Advisors, an estimated $4.24M added.
  • The largest SmartFinancial seller in Q3 2024 was Cravens & Co Advisors, an estimated $5.35M sold.

Based on aggregated 13F filings for Q3 2024.