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SmartFinancial
SMBK

Overview Fund Activity

116 hedge funds and large institutions have $274M invested in SmartFinancial in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 6 closing their positions.

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
41
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
1
Stieven Capital Advisors
Missouri
$4.49M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$9.92M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$25M
4
American Century Companies
4
American Century Companies
Missouri
$6.84M
5
BFM
5
Boothbay Fund Management
New York
$2.46M

Top Sellers

1
CCA
1
Cravens & Co Advisors
Tennessee
$13.2M
2
KCM
2
Kennedy Capital Management
Missouri
$5.6M
3
BFC
3
Banc Funds Company
Illinois
$15M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$6.03M
5
MCA
5
Mendon Capital Advisors
Florida
$771K
Name Market Value Shares Shares
Change 		Shares
Change %
AB
101
Amalgamated Bank
New York
$16K 544 – –
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$16K 560 +247 +79%
NC
103
nVerses Capital
Florida
$14.6K 500 +500 New
NMM
104
Naples Money Management
Florida
$13.7K 470 – –
TRCT
105
Tower Research Capital (TRC)
New York
$12.1K 416 -1,729 -81%
QCG
106
Quadrant Capital Group
Ohio
$6.15K 211 +21 +11%
HCA
107
Harbor Capital Advisors
Illinois
$6K 204 +204 New
AAP
108
Arax Advisory Partners
Colorado
$5.6K 192 – –
LC
109
Lindbrook Capital
California
$4.11K 141 +7 +5%
S
110
SignatureFD
Georgia
$3.82K 131 – –
CPA
111
Capital Performance Advisors
California
$3.09K 106 +106 New
MPWT
112
MassMutual Private Wealth & Trust
Connecticut
$2.27K 78 +34 +77%
SAM
113
Smartleaf Asset Management
Massachusetts
$1.75K 61 +61 New
SCM
114
Sterling Capital Management
North Carolina
$1.69K 58 +58 New
AF
115
Allworth Financial
California
$1.52K 52 +52 New
RIL
116
Rothschild Investment LLC
Illinois
$146 5 +5 New
FHC
117
Forest Hill Capital
Arkansas
– – -30,632 Closed
GCP
118
GSA Capital Partners
United Kingdom
– – -10,078 Closed
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
– – -9,935 Closed
EC
120
EntryPoint Capital
New York
– – -7,830 Closed
IC
121
Innealta Capital
Texas
– – -34 Closed
C
122
Covestor
United Kingdom
– – -16 Closed
CFGS
123
Concourse Financial Group Securities
Alabama
– – – –
1 2 3 4
5