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SmartFinancial
SMBK

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 25

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

18% more capital invested

Capital invested by funds: $185M → $218M (+$32.6M)

5.6% more ownership

Funds ownership: 44.39% → 49.99% (+5.6%)

3% more funds holding

Funds holding: 93 → 96 (+3)

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.54%
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
BlackRock
BlackRock
New York
+$2.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.7M
3
EI
EAM Investors
California
+$1.28M
4
CRC
Curi RMB Capital
Illinois
+$1.18M
5
PFPT
Pinnacle Financial Partners (Tennessee)
Tennessee
+$1.03M

Top Sellers

1
BFC
Banc Funds Company
Illinois
-$2.23M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$1.77M
3
PCM
Penn Capital Management
Pennsylvania
-$1.18M
4
RFC
Regions Financial Corp
Alabama
-$1.03M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$831K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
76
SG Americas Securities
New York
$182K +$50.5K +1,798 +37%
Legal & General Group
77
Legal & General Group
United Kingdom
$144K +$106K +3,768 +256%
HWA
78
HHM Wealth Advisors
Tennessee
$131K +$105K +3,730 +359%
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$104K -$24K -856 -18%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$77.1K -$73K -2,599 -48%
AB
81
Amalgamated Bank
New York
$54K – – –
PG
82
Proffitt & Goodson
Tennessee
$39.3K – – –
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$33K – – –
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
$31.2K – – –
AIP
85
Ameritas Investment Partners
Nebraska
$29.8K – – –
EWA
86
EverSource Wealth Advisors
Alabama
$28.4K -$169 -6 -0.6%
FCA
87
FinTrust Capital Advisors
South Carolina
$18.1K – – –
Canada Life
88
Canada Life
Manitoba, Canada
$16K +$16.5K +588 New
Dimensional Fund Advisors
89
Dimensional Fund Advisors
Texas
$14.2K +$755K +26,889 +5%
Citigroup
90
Citigroup
New York
$12.7K +$6.35K +226 +95%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$7K – – –
Fidelity Investments
92
Fidelity Investments
Massachusetts
$5.25K +$1.38K +49 +35%
Federated Hermes
93
Federated Hermes
Pennsylvania
$4.13K -$337 -12 -7%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.49K +53 New
PCM
95
Penn Capital Management
Pennsylvania
– -$1.18M -47,712 Closed
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
– -$831K -33,633 Closed
HSBC Holdings
97
HSBC Holdings
United Kingdom
– -$289K -11,601 Closed
Prudential Financial
98
Prudential Financial
New Jersey
– -$231K -9,374 Closed
TVAMP
99
Tennessee Valley Asset Management Partners
Tennessee
– -$210K -8,512 Closed
TRCT
100
Tower Research Capital (TRC)
New York
– -$71.9K -2,560 -100%
1 2 3
4
5

SMBK Hedge Fund Activity: Q4 2022 in Review

96 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q4 2022, worth a combined $218M — up 18% from $185M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SMBK positions and 8 closed out — a net gain of 3 holders — while 39 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock, adding an estimated $2.7M. The largest seller was Banc Funds Company, cutting an estimated $2.23M.

  • 96 institutional investors held SmartFinancial (SMBK) as of Q4 2022, up from 93 in Q3 2022.
  • Funds reported $218M of SmartFinancial stock for Q4 2022, up 18% quarter-over-quarter.
  • 11 funds opened new SmartFinancial positions in Q4 2022 and 8 closed out, a net change of +3 holders.
  • The largest SmartFinancial buyer in Q4 2022 was BlackRock, an estimated $2.7M added.
  • The largest SmartFinancial seller in Q4 2022 was Banc Funds Company, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2022.