We are live on ! Find out more
SMBK icon

SmartFinancial

128 hedge funds and large institutions have $298M invested in SmartFinancial in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

10% more funds holding

Funds holding: 116128 (+12)

9% more capital invested

Capital invested by funds: $274M → $298M (+$24.4M)

1.31% more ownership

Funds ownership: 55.56%56.87% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
50
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
101
Legal & General Group
United Kingdom
$45.8K
PG
102
Proffitt & Goodson
Tennessee
$44.3K
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$37.2K
California State Teachers Retirement System (CalSTRS)
104
California State Teachers Retirement System (CalSTRS)
California
$35.7K
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.5K -$7.94K -240 -17%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$34.3K +$331 +10 +0.9%
EWA
107
EverSource Wealth Advisors
Alabama
$31.1K +$132 +4 +0.4%
VCM
108
Versant Capital Management
Arizona
$20.9K +$22.3K +674 New
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$20K +$2.98K +90 +16%
AB
110
Amalgamated Bank
New York
$17K
SCM
111
Sterling Capital Management
North Carolina
$15.8K +$15K +452 +779%
PAS
112
Point72 Asia (Singapore)
Singapore
$14.9K +$15.9K +481 New
QCG
113
Quadrant Capital Group
Ohio
$9.57K +$3.24K +98 +46%
HCA
114
Harbor Capital Advisors
Illinois
$6K -$99 -3 -1%
AAP
115
Arax Advisory Partners
Colorado
$5.95K
S
116
SignatureFD
Georgia
$5.73K +$1.79K +54 +41%
SAM
117
Smartleaf Asset Management
Massachusetts
$5.67K +$4K +121 +198%
PD
118
Point72 (DIFC)
United Arab Emirates
$5.51K +$5.89K +178 New
RS
119
R Squared
Hong Kong
$4.8K +$5.13K +155 New
LC
120
Lindbrook Capital
California
$4.55K +$199 +6 +4%
AF
121
Allworth Financial
California
$4.49K +$2.55K +77 +148%
MPWT
122
MassMutual Private Wealth & Trust
Connecticut
$2.94K +$562 +17 +22%
US Bancorp
123
US Bancorp
Minnesota
$1.77K +$1.89K +57 New
HNB
124
Huntington National Bank
Ohio
$805 -$45.3K -1,370 -98%
GI
125
GAMMA Investing
California
$341 +$364 +11 New