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SmartFinancial

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.

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
33
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$95K 4,422 -4,615 -51%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$92.7K 4,309 -8,267 -66%
Ohio Public Employees Retirement System (OPERS)
78
Ohio Public Employees Retirement System (OPERS)
Ohio
$81K 3,773
AB
79
Amalgamated Bank
New York
$33K 1,554 -59 -4%
Lazard Asset Management
80
Lazard Asset Management
New York
$31K 1,457 +1,457 New
PG
81
Proffitt & Goodson
Tennessee
$30.7K 1,429
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$25.8K 1,200
AIP
83
Ameritas Investment Partners
Nebraska
$23.6K 1,098
EWA
84
EverSource Wealth Advisors
Alabama
$21.5K 1,000
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$19.1K 887
FCA
86
FinTrust Capital Advisors
South Carolina
$18.1K 659
Canada Life
87
Canada Life
Manitoba, Canada
$13K 588
Allspring Global Investments
88
Allspring Global Investments
North Carolina
$6.32K 294 +155 +112%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$6K 300 +80 +36%
ACM
90
Aquatic Capital Management
Illinois
$6K 300 +300 New
BFEC
91
Benjamin F. Edwards & Company
Missouri
$5K 250
HNB
92
Huntington National Bank
Ohio
$4.04K 188 +188 New
Fidelity Investments
93
Fidelity Investments
Massachusetts
$2.09K 97 -613 -86%
C
94
Covestor
United Kingdom
$1K 36 +34 +1,700%
VCM
95
Versant Capital Management
Arizona
$172 8 +8 New
B
96
Bailard
California
-22,126 Closed
Millennium Management
97
Millennium Management
New York
-18,118 Closed
EA
98
Ellsworth Advisors
Ohio
-15,053 Closed
PAM
99
Panagora Asset Management
Massachusetts
-11,957 Closed
Osaic Holdings
100
Osaic Holdings
Arizona
-8,290 Closed