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SmartFinancial

SMBK

Market cap $833M

102 hedge funds and large institutions have $187M invested in SmartFinancial in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New

Increased

Maintained

Reduced

Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0.19% less ownership

Funds ownership: 51.92% → 51.73% (-0.19%)

2% less funds holding

Funds holding: 104 → 102 (-2)

13% less capital invested

Capital invested by funds: $216M → $187M (-$28.7M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders

102

Holders Change

-2

Holders Change %

-1.92%

% of All Funds

1.47%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+50%

% of All Funds

0.04%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	FP Foundry Partners Minneapolis, Minnesota	+$982K
2	Dimensional Fund Advisors Austin, Texas	+$886K
3	American Century Companies Kansas City, Missouri	+$784K
4	Millennium Management New York	+$676K
5	Russell Investments Group London, United Kingdom	+$552K

Top Sellers

1	MCA Mendon Capital Advisors Key Largo, Florida	-$1.66M
2	FHC Forest Hill Capital Little Rock, Arkansas	-$1.46M
3	Morgan Stanley New York	-$1.42M
4	BlackRock New York	-$885K
5	BFC Banc Funds Company Chicago, Illinois	-$696K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
101	101 Macquarie Group Sydney, NSW 2000, Australia	$27	+$27.9K	+1,261	New
102	WA 102 Waverly Advisors Birmingham, Alabama	–	-$396K	-16,167	Closed
103	RJFSA 103 Raymond James Financial Services Advisors St. Petersburg, Florida	–	-$349K	-14,250	Closed
104	LIM 104 Leavell Investment Management Mobile, Alabama	–	-$257K	-10,500	Closed
105	1CM 105 1492 Capital Management Milwaukee, Wisconsin	–	-$242K	-9,871	Closed
106	106 Ameriprise Minneapolis, Minnesota	–	-$226K	-9,236	Closed
107	107 Jacobs Levy Equity Management Florham Park, New Jersey	–	-$206K	-8,420	Closed
108	108 VOYA Investment Management Atlanta, Georgia	–	-$206K	-8,410	Closed
109	PWMG 109 Private Wealth Management Group Princeton, New Jersey	–	-$1.59K	-65	Closed
110	AW 110 Avion Wealth The Woodlands, Texas	–	-$1K	-24	Closed
111	C 111 Covestor London, United Kingdom	–	-$442	-20	-83%