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SmartFinancial

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.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 9697 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.29% less ownership

Funds ownership: 49.99%49.71% (-0.29%)

10% less capital invested

Capital invested by funds: $218M → $195M (-$22.5M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $9K

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
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
76
SG Americas Securities
New York
$135K -$20.8K -797 -12%
HWA
77
HHM Wealth Advisors
Tennessee
$128K +$19.8K +760 +16%
Ohio Public Employees Retirement System (OPERS)
78
Ohio Public Employees Retirement System (OPERS)
Ohio
$87K
Wells Fargo
79
Wells Fargo
California
$63.8K +$71.9K +2,759 New
AB
80
Amalgamated Bank
New York
$37K -$9.38K -360 -18%
PG
81
Proffitt & Goodson
Tennessee
$33.1K
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$28K
AIP
83
Ameritas Investment Partners
Nebraska
$25.4K
EWA
84
EverSource Wealth Advisors
Alabama
$23.1K -$834 -32 -3%
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$20.5K -$6.44K -247 -22%
TRCT
86
Tower Research Capital (TRC)
New York
$20K +$23K +881 +29,367%
FCA
87
FinTrust Capital Advisors
South Carolina
$18.1K
Fidelity Investments
88
Fidelity Investments
Massachusetts
$16.4K +$13.5K +519 +272%
Canada Life
89
Canada Life
Manitoba, Canada
$14K
QCG
90
Quadrant Capital Group
Ohio
$12.3K +$13.8K +530 New
Citigroup
91
Citigroup
New York
$8.38K -$2.63K -101 -22%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$6K
Simplex Trading
93
Simplex Trading
Illinois
$6K +$7.82K +300 New
GCM
94
Gladius Capital Management
Illinois
$5.6K +$6.31K +242 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.35K +167 +315%
Allspring Global Investments
96
Allspring Global Investments
North Carolina
$3.22K +$3.62K +139 New
DRZID
97
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.5M -90,850 Closed
EI
98
EAM Investors
California
-$1.25M -45,537 Closed
Citadel Advisors
99
Citadel Advisors
Florida
-$634K -23,065 Closed
Acadian Asset Management
100
Acadian Asset Management
Massachusetts
-$385K -14,034 Closed