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SmartFinancial

97 hedge funds and large institutions have $195M invested in SmartFinancial in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 9697 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.29% less ownership

Funds ownership: 49.99%49.71% (-0.29%)

10% less capital invested

Capital invested by funds: $218M → $195M (-$22.5M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $9K

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
39
Reduced
24
Closed
8
Calls
Puts
$9K
Net Calls
-$9K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
101
First Trust Advisors
Illinois
-$379K -13,781 Closed
RK
102
Rather & Kittrell
Tennessee
-$258K -9,374 Closed
UBS AM
103
UBS AM
Illinois
-$239K -8,700 Closed
Federated Hermes
104
Federated Hermes
Pennsylvania
-$4.13K -150 Closed