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SmartFinancial

93 hedge funds and large institutions have $185M invested in SmartFinancial in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

3% more capital invested

Capital invested by funds: $180M → $185M (+$5.75M)

0.41% more ownership

Funds ownership: 43.98%44.39% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 9793 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
37
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AB
76
Amalgamated Bank
New York
$49K
Legal & General Group
77
Legal & General Group
United Kingdom
$36K +$5.02K +199 +16%
Nisa Investment Advisors
78
Nisa Investment Advisors
Missouri
$35K
PG
79
Proffitt & Goodson
Tennessee
$35K
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$28K
AIP
81
Ameritas Investment Partners
Nebraska
$27K
HWA
82
HHM Wealth Advisors
Tennessee
$26K
EWA
83
EverSource Wealth Advisors
Alabama
$26K +$959 +38 +4%
FCA
84
FinTrust Capital Advisors
South Carolina
$18K
IA
85
IFP Advisors
Florida
$12K
Citigroup
86
Citigroup
New York
$6K -$22.1K -876 -79%
BFEC
87
Benjamin F. Edwards & Company
Missouri
$6K
Federated Hermes
88
Federated Hermes
Pennsylvania
$4K +$378 +15 +10%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$4K +$2.35K +93 +190%
ACM
90
Aquatic Capital Management
Illinois
$2K -$10.1K -400 -80%
CS
91
Credit Suisse
Switzerland
$2K +$1.77K +70 +467%
Wells Fargo
92
Wells Fargo
California
$1K -$3.99K -158 -80%
BCM
93
Basswood Capital Management
New York
-$1.65M -68,178 Closed
WC
94
Walthausen & Co
New York
-$1.54M -63,895 Closed
RJFSA
95
Raymond James Financial Services Advisors
Florida
-$283K -11,718 Closed
FL
96
Fourthstone LLC
Missouri
-$230K -9,511 Closed
Allspring Global Investments
97
Allspring Global Investments
North Carolina
-$38K -1,581 Closed
C
98
Covestor
United Kingdom
+$25 +1 New