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SmartFinancial
SMBK

Overview Fund Activity

97 hedge funds and large institutions have $195M invested in SmartFinancial in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
39
Reduced
24
Closed
8
Calls
–
Puts
$9K
Net Calls
-$9K
Net Calls Change
-$9K

Top Buyers

1
BlackRock
1
BlackRock
New York
$30.8M
2
PCMF
2
Private Capital Management (Florida)
Florida
$14.2M
3
BCM
3
Bridgeway Capital Management
Texas
$3.67M
4
State Street
4
State Street
Massachusetts
$6.93M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$3.5M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$0
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$222K
3
EI
3
EAM Investors
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.49M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.82M
Name Market Value Shares Shares
Change 		Shares
Change %
SG Americas Securities
76
SG Americas Securities
New York
$135K 5,828 -797 -12%
HWA
77
HHM Wealth Advisors
Tennessee
$128K 5,529 +760 +16%
Ohio Public Employees Retirement System (OPERS)
78
Ohio Public Employees Retirement System (OPERS)
Ohio
$87K 3,773 – –
Wells Fargo
79
Wells Fargo
California
$63.8K 2,759 +2,759 New
AB
80
Amalgamated Bank
New York
$37K 1,613 -360 -18%
PG
81
Proffitt & Goodson
Tennessee
$33.1K 1,429 – –
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$28K 1,200 – –
AIP
83
Ameritas Investment Partners
Nebraska
$25.4K 1,098 – –
EWA
84
EverSource Wealth Advisors
Alabama
$23.1K 1,000 -32 -3%
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$20.5K 887 -247 -22%
TRCT
86
Tower Research Capital (TRC)
New York
$20K 884 +881 +29,367%
FCA
87
FinTrust Capital Advisors
South Carolina
$18.1K 659 – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
$16.4K 710 +519 +272%
Canada Life
89
Canada Life
Manitoba, Canada
$14K 588 – –
QCG
90
Quadrant Capital Group
Ohio
$12.3K 530 +530 New
Citigroup
91
Citigroup
New York
$8.38K 362 -101 -22%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$6K 250 – –
Simplex Trading
93
Simplex Trading
Illinois
$6K 300 +300 New
GCM
94
Gladius Capital Management
Illinois
$5.6K 242 +242 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$5K 220 +167 +315%
Allspring Global Investments
96
Allspring Global Investments
North Carolina
$3.22K 139 +139 New
DRZID
97
DePrince Race & Zollo Inc (DRZ)
Florida
– – -90,850 Closed
EI
98
EAM Investors
California
– – -45,537 Closed
Citadel Advisors
99
Citadel Advisors
Florida
– – -23,065 Closed
Acadian Asset Management
100
Acadian Asset Management
Massachusetts
– – -14,034 Closed
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