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SmartFinancial
SMBK

Overview Fund Activity

96 hedge funds and large institutions have $218M invested in SmartFinancial in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
39
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
1
Cravens & Co Advisors
Tennessee
$20M
2
BlackRock
2
BlackRock
New York
$34.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$20.6M
4
EI
4
EAM Investors
California
$1.25M
5
CRC
5
Curi RMB Capital
Illinois
$1.98M

Top Sellers

1
BFC
1
Banc Funds Company
Illinois
$16.5M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$2.5M
3
PCM
3
Penn Capital Management
Pennsylvania
$0
4
RFC
4
Regions Financial Corp
Alabama
$879K
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SG Americas Securities
76
SG Americas Securities
New York
$182K 6,625 +1,798 +37%
Legal & General Group
77
Legal & General Group
United Kingdom
$144K 5,239 +3,768 +256%
HWA
78
HHM Wealth Advisors
Tennessee
$131K 4,769 +3,730 +359%
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$104K 3,773 -856 -18%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$77.1K 2,802 -2,599 -48%
AB
81
Amalgamated Bank
New York
$54K 1,973 – –
PG
82
Proffitt & Goodson
Tennessee
$39.3K 1,429 – –
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$33K 1,200 – –
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
$31.2K 1,134 – –
AIP
85
Ameritas Investment Partners
Nebraska
$29.8K 1,098 – –
EWA
86
EverSource Wealth Advisors
Alabama
$28.4K 1,032 -6 -0.6%
FCA
87
FinTrust Capital Advisors
South Carolina
$18.1K 659 – –
Canada Life
88
Canada Life
Manitoba, Canada
$16K 588 +588 New
Dimensional Fund Advisors
89
Dimensional Fund Advisors
Texas
$14.2K 517,302 +26,889 +5%
Citigroup
90
Citigroup
New York
$12.7K 463 +226 +95%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$7K 250 – –
Fidelity Investments
92
Fidelity Investments
Massachusetts
$5.25K 191 +49 +35%
Federated Hermes
93
Federated Hermes
Pennsylvania
$4.13K 150 -12 -7%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$1K 53 +53 New
PCM
95
Penn Capital Management
Pennsylvania
– – -47,712 Closed
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
– – -33,633 Closed
HSBC Holdings
97
HSBC Holdings
United Kingdom
– – -11,601 Closed
Prudential Financial
98
Prudential Financial
New Jersey
– – -9,374 Closed
TVAMP
99
Tennessee Valley Asset Management Partners
Tennessee
– – -8,512 Closed
TRCT
100
Tower Research Capital (TRC)
New York
$0 3 -2,560 -100%
1 2 3
4
5