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SmartFinancial
SMBK
SMBK
104 hedge funds and large institutions have $216M invested in SmartFinancial in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
28% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 29
20% more capital invested
Capital invested by funds: $180M → $216M (+$35.6M)
11% more funds holding
Funds holding: 94 → 104 (+10)
2.27% more ownership
Funds ownership: 49.65% → 51.92% (+2.3%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
104
Holders Change
+10
Holders Change %
+10.64%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
37
Reduced
29
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$2.19M |
| 2 |
BlackRock
New York
|
+$1.96M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$1.67M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$763K |
| 5 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$730K |