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SmartFinancial
SMBK

Overview Fund Activity

103 hedge funds and large institutions have $215M invested in SmartFinancial in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
103
Holders Change
+1
Holders Change %
+0.98%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
39
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Kennedy Capital Management
Missouri
$5.78M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.77M
3
MCA
3
Mendon Capital Advisors
Florida
$1.59M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$1.29M
5
BFM
5
Boothbay Fund Management
New York
$882K

Top Sellers

1
BCM
1
Bridgeway Capital Management
Texas
$2.85M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CRC
3
Curi RMB Capital
Illinois
$1.59M
4
AWP
4
Ascent Wealth Partners
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$856K
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$176K 7,434 +1 +0%
Wells Fargo
77
Wells Fargo
California
$165K 6,986 +1,391 +25%
Citigroup
78
Citigroup
New York
$141K 5,938 +2,567 +76%
HWA
79
HHM Wealth Advisors
Tennessee
$133K 5,619 +326 +6%
Osaic Holdings
80
Osaic Holdings
Arizona
$101K 4,265 +4,265 New
TRCT
81
Tower Research Capital (TRC)
New York
$50.8K 2,145 +1,806 +533%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$43.1K 1,819 +1,137 +167%
AIP
83
Ameritas Investment Partners
Nebraska
$37K 1,564 – –
PG
84
Proffitt & Goodson
Tennessee
$33.8K 1,429 – –
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.8K 1,385 -1,250 -47%
Legal & General Group
86
Legal & General Group
United Kingdom
$30.7K 1,297 -8,064 -86%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$28.4K 1,200 – –
EWA
88
EverSource Wealth Advisors
Alabama
$28.3K 1,000 – –
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$27.3K 1,152 -13,353 -92%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$25.5K 1,078 +722 +203%
FCA
91
FinTrust Capital Advisors
South Carolina
$15.6K 659 – –
AB
92
Amalgamated Bank
New York
$13K 544 – –
NMM
93
Naples Money Management
Florida
$11K 470 – –
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$7K 313 -220 -41%
BFEC
95
Benjamin F. Edwards & Company
Missouri
$6K 250 – –
AAP
96
Arax Advisory Partners
Colorado
$4.55K 192 +192 New
QCG
97
Quadrant Capital Group
Ohio
$4.5K 190 +190 New
LC
98
Lindbrook Capital
California
$3.17K 134 +134 New
S
99
SignatureFD
Georgia
$3.1K 131 +131 New
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
$1.04K 44 +31 +238%
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