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SmartFinancial

102 hedge funds and large institutions have $187M invested in SmartFinancial in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0.19% less ownership

Funds ownership: 51.92%51.73% (-0.19%)

2% less funds holding

Funds holding: 104102 (-2)

13% less capital invested

Capital invested by funds: $216M → $187M (-$28.7M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
33
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
76
American International Group
New York
$165K -$1.48K -67 -0.9%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$157K -$111 -5 -0.1%
SG Americas Securities
78
SG Americas Securities
New York
$123K -$67.9K -3,071 -34%
Wells Fargo
79
Wells Fargo
California
$118K +$15.9K +720 +15%
HWA
80
HHM Wealth Advisors
Tennessee
$112K -$5.22K -236 -4%
Citigroup
81
Citigroup
New York
$71K +$19.1K +862 +34%
Ohio Public Employees Retirement System (OPERS)
82
Ohio Public Employees Retirement System (OPERS)
Ohio
$55.5K -$7.47K -338 -11%
AIP
83
Ameritas Investment Partners
Nebraska
$33K
PG
84
Proffitt & Goodson
Tennessee
$30.1K
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$25.3K
EWA
86
EverSource Wealth Advisors
Alabama
$20.6K
MLICM
87
Metropolitan Life Insurance Company (MetLife)
New York
$18.7K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$14.4K +$12.1K +547 +405%
FCA
89
FinTrust Capital Advisors
South Carolina
$13.9K
Canada Life
90
Canada Life
Manitoba, Canada
$12K
AB
91
Amalgamated Bank
New York
$11K -$18.7K -848 -61%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$11K -$1.35K -61 -10%
NMM
93
Naples Money Management
Florida
$9.9K
MAM
94
Meeder Asset Management
Ohio
$9.63K +$10.1K +457 New
Fidelity Investments
95
Fidelity Investments
Massachusetts
$7.5K +$5.04K +228 +178%
TRCT
96
Tower Research Capital (TRC)
New York
$7.14K -$9.35K -423 -56%
HNB
97
Huntington National Bank
Ohio
$5.69K +$4.91K +222 +463%
BFEC
98
Benjamin F. Edwards & Company
Missouri
$5K
MPWT
99
MassMutual Private Wealth & Trust
Connecticut
$274 +$287 +13 New
AWM
100
Avior Wealth Management
Nebraska
$42 +$44 +2 New