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SmartFinancial
SMBK

82 hedge funds and large institutions have $103M invested in SmartFinancial in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $95.2M → $103M (+$7.51M)

4% more funds holding

Funds holding: 79 → 82 (+3)

0.92% more ownership

Funds ownership: 40.82% → 41.74% (+0.92%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
33
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$967K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$424K
3
State Street
State Street
Massachusetts
+$307K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$275K
5
PCMF
Private Capital Management (Florida)
Florida
+$273K

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$1.08M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$461K
3
Renaissance Technologies
Renaissance Technologies
New York
-$441K
4
MCM
Maltese Capital Management
New York
-$380K
5
MSL
Mackay Shields LLC
New York
-$349K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$15K +$16.1K +1,103 New
FCA
77
FinTrust Capital Advisors
South Carolina
$11K – – –
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$10.8K -$47.8K -3,269 -83%
CAM
79
ClariVest Asset Management
California
$8K – – –
BFEC
80
Benjamin F. Edwards & Company
Missouri
$4K – – –
PAM
81
Panagora Asset Management
Massachusetts
$3K – – –
Canada Life
82
Canada Life
Manitoba, Canada
$1K -$58 -4 -7%
MERSOM
83
Municipal Employees' Retirement System of Michigan
Michigan
– -$461K -30,550 Closed
MCM
84
Maltese Capital Management
New York
– -$380K -25,000 Closed
Squarepoint
85
Squarepoint
New York
– -$235K -15,461 Closed
Citadel Advisors
86
Citadel Advisors
Florida
– -$158K -10,398 Closed
MAM
87
Meeder Asset Management
Ohio
– -$20K -1,311 Closed
1 2 3
4