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SmartFinancial

98 hedge funds and large institutions have $188M invested in SmartFinancial in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 9798 (+1)

0.06% more ownership

Funds ownership: 43.48%43.54% (+0.06%)

6% less capital invested

Capital invested by funds: $200M → $188M (-$11.4M)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$153K -$45K -1,699 -22%
Ohio Public Employees Retirement System (OPERS)
77
Ohio Public Employees Retirement System (OPERS)
Ohio
$118K
Bank of America
78
Bank of America
North Carolina
$103K -$285K -10,774 -73%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$81.8K -$85.8K -3,242 -50%
AB
80
Amalgamated Bank
New York
$43K +$44.3K +1,674 New
AF
81
Amalgamated Financial
New York
$43K +$44.3K +1,674 New
PG
82
Proffitt & Goodson
Tennessee
$37K
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$31K
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
$29K -$84.6K -3,195 -74%
AIP
85
Ameritas Investment Partners
Nebraska
$28K
Legal & General Group
86
Legal & General Group
United Kingdom
$28K
HWA
87
HHM Wealth Advisors
Tennessee
$27K
TRCT
88
Tower Research Capital (TRC)
New York
$27K +$16.1K +608 +143%
EWA
89
EverSource Wealth Advisors
Alabama
$26K
ED
90
Exane Derivatives
France
$22.9K +$14.7K +557 +165%
FCA
91
FinTrust Capital Advisors
South Carolina
$17K
Citigroup
92
Citigroup
New York
$15K -$76.2K -2,876 -83%
IA
93
IFP Advisors
Florida
$12K
CAM
94
ClariVest Asset Management
California
$10K -$5.11K -193 -32%
BFEC
95
Benjamin F. Edwards & Company
Missouri
$6K
Fidelity Investments
96
Fidelity Investments
Massachusetts
$1K +$1.11K +42 New
RJA
97
Raymond James & Associates
Florida
-$373K -13,629 Closed
GWM
98
Geneos Wealth Management
Colorado
-$351K -12,865 Closed
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$240 -8,766 Closed
SG Americas Securities
100
SG Americas Securities
New York
-$115K -4,206 Closed