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SmartFinancial

96 hedge funds and large institutions have $218M invested in SmartFinancial in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 25

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

18% more capital invested

Capital invested by funds: $185M → $218M (+$32.6M)

5.6% more ownership

Funds ownership: 44.39%49.99% (+5.6%)

3% more funds holding

Funds holding: 9396 (+3)

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
39
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
-$12K -500 Closed
ACM
102
Aquatic Capital Management
Illinois
-$2K -100 Closed
Wells Fargo
103
Wells Fargo
California
-$1K -40 Closed
C
104
Covestor
United Kingdom
+$28 +1 +100%