SmartFinancial
SMBK
SMBK
95 hedge funds and large institutions have $180M invested in SmartFinancial in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
8% less capital invested
Capital invested by funds: $195M → $180M (-$15.1M)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Holders
95
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$1.3M | |
| 2 | +$991K | |
| 3 | +$601K | |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$560K |
| 5 |
State Street
Boston,
Massachusetts
|
+$517K |
Top Sellers
| 1 | -$2.19M | |
| 2 | -$1.42M | |
| 3 | -$1.18M | |
| 4 |
BCM
BHZ Capital Management
San Jose,
California
|
-$1.02M |
| 5 |
B
Bailard
Foster City,
California
|
-$512K |