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SmartFinancial
SMBK
SMBK
95 hedge funds and large institutions have $180M invested in SmartFinancial in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
22% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 27
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.38% less ownership
Funds ownership: 49.71% → 49.32% (-0.38%)
2% less funds holding
Funds holding: 97 → 95 (-2)
8% less capital invested
Capital invested by funds: $195M → $180M (-$15.1M)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
33
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$1.32M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$1.01M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$610K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$568K |
| 5 |
State Street
Boston,
Massachusetts
|
+$525K |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$2.22M |
| 2 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$1.44M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.2M |
| 4 |
BCM
BHZ Capital Management
San Jose,
California
|
-$1.04M |
| 5 |
B
Bailard
Foster City,
California
|
-$512K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
SG Americas Securities
New York
| – | -$135K | -5,828 | Closed |
|
|
QCG
102
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$12.3K | -530 | Closed |
|
103
Simplex Trading
Chicago,
Illinois
| – | -$6.55K | -300 | Closed |
|
|
GCM
104
Gladius Capital Management
Chicago,
Illinois
| – | -$5.6K | -242 | Closed |
|