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SmartFinancial

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.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

27% more capital invested

Capital invested by funds: $215M → $274M (+$59M)

13% more funds holding

Funds holding: 103116 (+13)

2.34% more ownership

Funds ownership: 53.23%55.56% (+2.3%)

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
1.67%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AB
101
Amalgamated Bank
New York
$16K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$16K +$6.8K +247 +79%
NC
103
nVerses Capital
Florida
$14.6K +$13.8K +500 New
NMM
104
Naples Money Management
Florida
$13.7K
TRCT
105
Tower Research Capital (TRC)
New York
$12.1K -$47.6K -1,729 -81%
QCG
106
Quadrant Capital Group
Ohio
$6.15K +$578 +21 +11%
HCA
107
Harbor Capital Advisors
Illinois
$6K +$5.62K +204 New
AAP
108
Arax Advisory Partners
Colorado
$5.59K
LC
109
Lindbrook Capital
California
$4.11K +$193 +7 +5%
S
110
SignatureFD
Georgia
$3.82K
CPA
111
Capital Performance Advisors
California
$3.09K +$2.92K +106 New
MPWT
112
MassMutual Private Wealth & Trust
Connecticut
$2.27K +$936 +34 +77%
SAM
113
Smartleaf Asset Management
Massachusetts
$1.75K +$1.68K +61 New
SCM
114
Sterling Capital Management
North Carolina
$1.69K +$1.6K +58 New
AF
115
Allworth Financial
California
$1.52K +$1.43K +52 New
RIL
116
Rothschild Investment LLC
Illinois
$146 +$138 +5 New
FHC
117
Forest Hill Capital
Arkansas
-$725K -30,632 Closed
GCP
118
GSA Capital Partners
United Kingdom
-$239K -10,078 Closed
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
-$235K -9,935 Closed
EC
120
EntryPoint Capital
New York
-$185K -7,830 Closed
IC
121
Innealta Capital
Texas
-$805 -34 Closed

SMBK Hedge Fund Activity: Q3 2024 in Review

116 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q3 2024, worth a combined $274M — up 27% from $215M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SMBK positions and 6 closed out — a net gain of 14 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was Stieven Capital Advisors, opening a new position worth an estimated $4.24M. The largest seller was Cravens & Co Advisors, cutting an estimated $5.35M.

  • 116 institutional investors held SmartFinancial (SMBK) as of Q3 2024, up from 103 in Q2 2024.
  • Funds reported $274M of SmartFinancial stock for Q3 2024, up 27% quarter-over-quarter.
  • 20 funds opened new SmartFinancial positions in Q3 2024 and 6 closed out, a net change of +14 holders.
  • The largest SmartFinancial buyer in Q3 2024 was Stieven Capital Advisors, an estimated $4.24M added.
  • The largest SmartFinancial seller in Q3 2024 was Cravens & Co Advisors, an estimated $5.35M sold.

Based on aggregated 13F filings for Q3 2024.