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SmartFinancial

92 hedge funds and large institutions have $178M invested in SmartFinancial in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $160M → $178M (+$18.1M)

3% more funds holding

Funds holding: 8992 (+3)

1.55% more ownership

Funds ownership: 44.2%45.75% (+1.6%)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
29
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
76
Acadian Asset Management
Massachusetts
$76K -$28K -1,132 -28%
Wells Fargo
77
Wells Fargo
California
$56K +$49K +1,982 +1,095%
BC
78
Barnett & Company
Tennessee
$52K
Citigroup
79
Citigroup
New York
$42K +$21.3K +864 +116%
HWA
80
HHM Wealth Advisors
Tennessee
$40K -$22.6K -913 -37%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$31K +$29.6K +1,200 New
Legal & General Group
82
Legal & General Group
United Kingdom
$29K
AIP
83
Ameritas Investment Partners
Nebraska
$28K
TRCT
84
Tower Research Capital (TRC)
New York
$19K -$7.76K -314 -30%
CAM
85
ClariVest Asset Management
California
$17K
FCA
86
FinTrust Capital Advisors
South Carolina
$17K
PG
87
Proffitt & Goodson
Tennessee
$16K
IA
88
IFP Advisors
Florida
$13K
BFEC
89
Benjamin F. Edwards & Company
Missouri
$6K
LIA
90
LBMC Investment Advisors
Tennessee
$1.15K -$701K -28,371 -64%
Federated Hermes
91
Federated Hermes
Pennsylvania
$1K +$445 +18 New
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$31
PCM
93
Penn Capital Management
Pennsylvania
-$965K -40,197 Closed
ZCM
94
Zebra Capital Management
Connecticut
-$254K -10,598 Closed
Connor, Clark & Lunn Investment Management (CC&L)
95
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$230K -9,564 Closed
Squarepoint
96
Squarepoint
New York
-$213K -8,874 Closed
FHA
97
First Horizon Advisors
Tennessee
-$56K -2,315 Closed
Group One Trading
98
Group One Trading
Illinois
-$2K -100 Closed

SMBK Hedge Fund Activity: Q3 2021 in Review

92 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q3 2021, worth a combined $178M — up 11% from $160M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMBK positions and 6 closed out — a net gain of 3 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was Elizabeth Park Capital Advisors, opening a new position worth an estimated $3.14M. The largest seller was Banc Funds Company, cutting an estimated $1.47M.

  • 92 institutional investors held SmartFinancial (SMBK) as of Q3 2021, up from 89 in Q2 2021.
  • Funds reported $178M of SmartFinancial stock for Q3 2021, up 11% quarter-over-quarter.
  • 9 funds opened new SmartFinancial positions in Q3 2021 and 6 closed out, a net change of +3 holders.
  • The largest SmartFinancial buyer in Q3 2021 was Elizabeth Park Capital Advisors, an estimated $3.14M added.
  • The largest SmartFinancial seller in Q3 2021 was Banc Funds Company, an estimated $1.47M sold.

Based on aggregated 13F filings for Q3 2021.