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SmartFinancial
SMBK

103 hedge funds and large institutions have $215M invested in SmartFinancial in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 28

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

15% more capital invested

Capital invested by funds: $187M → $215M (+$27.7M)

1.5% more ownership

Funds ownership: 51.73% → 53.23% (+1.5%)

1% more funds holding

Funds holding: 102 → 103 (+1)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
103
Holders Change
+1
Holders Change %
+0.98%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
39
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$5.29M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.33M
3
MCA
Mendon Capital Advisors
Florida
+$1.42M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$900K
5
BFM
Boothbay Fund Management
New York
+$806K

Top Sellers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
-$1.28M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.03M
3
AWP
Ascent Wealth Partners
New York
-$743K
4
CRC
Curi RMB Capital
Illinois
-$704K
5
JP Morgan Chase
JP Morgan Chase
New York
-$662K
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
101
Innealta Capital
Texas
$805 +$735 +34 New
HNB
102
Huntington National Bank
Ohio
$615 -$5.28K -244 -90%
Citadel Advisors
103
Citadel Advisors
Florida
– -$1.03M -48,762 Closed
AWP
104
Ascent Wealth Partners
New York
– -$743K -35,280 Closed
Swiss National Bank
105
Swiss National Bank
Switzerland
– -$601K -28,547 Closed
TVAMP
106
Tennessee Valley Asset Management Partners
Tennessee
– -$259K -12,296 Closed
Janus Henderson Group
107
Janus Henderson Group
United Kingdom
– -$206K -9,798 Closed
AIG
108
American International Group
New York
– -$165K -7,814 Closed
SG Americas Securities
109
SG Americas Securities
New York
– -$123K -5,845 Closed
Macquarie Group
110
Macquarie Group
Australia
– -$27 -1,261 Closed
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
– -$18.7K -887 Closed
Canada Life
112
Canada Life
Manitoba, Canada
– -$12K -588 Closed
MAM
113
Meeder Asset Management
Ohio
– -$9.63K -457 Closed
AWM
114
Avior Wealth Management
Nebraska
– -$42 -2 Closed
C
115
Covestor
United Kingdom
– +$260 +12 +300%
1 2 3 4
5

SMBK Hedge Fund Activity: Q2 2024 in Review

103 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q2 2024, worth a combined $215M — up 15% from $187M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SMBK positions and 12 closed out — a net gain of 2 holders — while 39 added to existing stakes and 28 trimmed.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $5.29M. The largest seller was Bridgeway Capital Management, cutting an estimated $1.28M.

  • 103 institutional investors held SmartFinancial (SMBK) as of Q2 2024, up from 102 in Q1 2024.
  • Funds reported $215M of SmartFinancial stock for Q2 2024, up 15% quarter-over-quarter.
  • 14 funds opened new SmartFinancial positions in Q2 2024 and 12 closed out, a net change of +2 holders.
  • The largest SmartFinancial buyer in Q2 2024 was Kennedy Capital Management, an estimated $5.29M added.
  • The largest SmartFinancial seller in Q2 2024 was Bridgeway Capital Management, an estimated $1.28M sold.

Based on aggregated 13F filings for Q2 2024.