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SmartFinancial

128 hedge funds and large institutions have $298M invested in SmartFinancial in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

10% more funds holding

Funds holding: 116128 (+12)

9% more capital invested

Capital invested by funds: $274M → $298M (+$24.4M)

1.31% more ownership

Funds ownership: 55.56%56.87% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
50
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
RFG Advisory
Alabama
$310K +$331K +10,000 New
Franklin Resources
77
Franklin Resources
California
$307K +$328K +9,900 New
MIM
78
MetLife Investment Management
New Jersey
$296K
XT
79
XTX Topco
Cayman Islands
$296K +$6.95K +210 +2%
Deutsche Bank
80
Deutsche Bank
Germany
$296K
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$293K +$313K +9,471 New
Wells Fargo
82
Wells Fargo
California
$289K +$67.2K +2,031 +28%
Mirae Asset Global ETFs Holdings
83
Mirae Asset Global ETFs Holdings
Hong Kong
$282K +$12.6K +380 +4%
Squarepoint
84
Squarepoint
New York
$277K +$296K +8,948 New
CPL
85
CAP Partners LLC
Tennessee
$245K
CF
86
Corebridge Financial
Texas
$245K -$19.7K -596 -7%
ACA
87
Aptus Capital Advisors
Alabama
$233K -$231K -6,984 -48%
SG Americas Securities
88
SG Americas Securities
New York
$226K +$58.6K +1,771 +32%
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$202K
WG
90
Welch Group
Alabama
$202K +$215K +6,499 New
RCM
91
Ridgepath Capital Management
Tennessee
$202K +$216K +6,526 New
GWM
92
Geneos Wealth Management
Colorado
$192K +$205K +6,210 New
HWA
93
HHM Wealth Advisors
Tennessee
$149K -$7.97K -241 -5%
VIA
94
Virtus Investment Advisers
Connecticut
$124K +$132K +4,000 New
PFSRSONJ
95
Police & Firemen's Retirement System of New Jersey
New Jersey
$111K +$118K +3,578 New
ACM
96
Aquatic Capital Management
Illinois
$104K +$111K +3,353 New
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$68.2K -$7.15K -216 -9%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$57.9K -$54K -1,631 -47%
AIP
99
Ameritas Investment Partners
Nebraska
$48.5K
TRCT
100
Tower Research Capital (TRC)
New York
$47.6K +$37.1K +1,122 +270%