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SmartFinancial

97 hedge funds and large institutions have $180M invested in SmartFinancial in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 28

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0.44% more ownership

Funds ownership: 43.54%43.98% (+0.44%)

5% less capital invested

Capital invested by funds: $188M → $180M (-$8.56M)

1% less funds holding

Funds holding: 9897 (-1)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
35
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$112K +$89K +3,581 +347%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$94.8K +$18K +725 +23%
Bank of America
78
Bank of America
North Carolina
$63K -$34.2K -1,378 -34%
AB
79
Amalgamated Bank
New York
$48K +$7.43K +299 +18%
Allspring Global Investments
80
Allspring Global Investments
North Carolina
$38K -$123K -4,967 -76%
PG
81
Proffitt & Goodson
Tennessee
$35K
Legal & General Group
82
Legal & General Group
United Kingdom
$31K +$4.03K +162 +15%
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$29K
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
$27.4K
Citigroup
85
Citigroup
New York
$27K +$12.8K +515 +86%
AIP
86
Ameritas Investment Partners
Nebraska
$26K
HWA
87
HHM Wealth Advisors
Tennessee
$25K
EWA
88
EverSource Wealth Advisors
Alabama
$24K
FCA
89
FinTrust Capital Advisors
South Carolina
$16K
IA
90
IFP Advisors
Florida
$12K
ACM
91
Aquatic Capital Management
Illinois
$12K +$12.4K +500 New
BFEC
92
Benjamin F. Edwards & Company
Missouri
$6K
Wells Fargo
93
Wells Fargo
California
$5K -$237K -9,545 -98%
ED
94
Exane Derivatives
France
$4.18K -$17.9K -722 -81%
Federated Hermes
95
Federated Hermes
Pennsylvania
$4K +$3.65K +147 New
Fidelity Investments
96
Fidelity Investments
Massachusetts
$1K +$174 +7 +17%
Assenagon Asset Management
97
Assenagon Asset Management
Luxembourg
-$1.23M -48,122 Closed
AWP
98
Ascent Wealth Partners
New York
-$902K -35,280 Closed
CJFS
99
Coulter & Justus Financial Services
Tennessee
-$290K -11,320 Closed
First Trust Advisors
100
First Trust Advisors
Illinois
-$219K -8,559 Closed