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SmartFinancial

94 hedge funds and large institutions have $180M invested in SmartFinancial in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 6 closing their positions.

Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
6
Increased
25
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HWA
76
HHM Wealth Advisors
Tennessee
$118K 5,529
Wells Fargo
77
Wells Fargo
California
$83.6K 3,913 -2,128 -35%
Ohio Public Employees Retirement System (OPERS)
78
Ohio Public Employees Retirement System (OPERS)
Ohio
$81K 3,773
TRCT
79
Tower Research Capital (TRC)
New York
$68.2K 3,192 -3,123 -49%
AIP
80
Ameritas Investment Partners
Nebraska
$33.4K 1,564 +466 +42%
AB
81
Amalgamated Bank
New York
$33K 1,554
PG
82
Proffitt & Goodson
Tennessee
$30.5K 1,429
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$25.6K 1,200
EWA
84
EverSource Wealth Advisors
Alabama
$21.4K 1,000
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$19K 887
FCA
86
FinTrust Capital Advisors
South Carolina
$14.1K 659
Canada Life
87
Canada Life
Manitoba, Canada
$13K 588
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$9K 408 +108 +36%
BFEC
89
Benjamin F. Edwards & Company
Missouri
$5K 250
HNB
90
Huntington National Bank
Ohio
$4.02K 188
Citigroup
91
Citigroup
New York
$3.23K 151 -4,948 -97%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$1.86K 87 -10 -10%
C
93
Covestor
United Kingdom
$1K 31 -5 -14%
VCM
94
Versant Capital Management
Arizona
$171 8
KCM
95
Kennedy Capital Management
Missouri
-42,517 Closed
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
-14,587 Closed
Citadel Advisors
97
Citadel Advisors
Florida
-10,694 Closed
Lazard Asset Management
98
Lazard Asset Management
New York
-1,457 Closed
ACM
99
Aquatic Capital Management
Illinois
-300 Closed
Allspring Global Investments
100
Allspring Global Investments
North Carolina
-294 Closed