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SmartFinancial
SMBK

Overview Fund Activity

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.

Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
1.7%
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
–

Top Buyers

1
HIM
1
Hillsdale Investment Management
Ontario, Canada
$3.72M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$13.6M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$4.57M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.86M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.6M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$0
2
BFC
2
Banc Funds Company
Illinois
$11.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$25.3M
4
PCMF
4
Private Capital Management (Florida)
Florida
$16.2M
5
CGA
5
Crescent Grove Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
101
Legal & General Group
United Kingdom
$45.8K 1,477 – –
PG
102
Proffitt & Goodson
Tennessee
$44.3K 1,429 – –
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$37.2K 1,200 – –
California State Teachers Retirement System (CalSTRS)
104
California State Teachers Retirement System (CalSTRS)
California
$35.7K 1,152 – –
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.5K 1,145 -240 -17%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$34.3K 1,106 +10 +0.9%
EWA
107
EverSource Wealth Advisors
Alabama
$31.1K 1,004 +4 +0.4%
VCM
108
Versant Capital Management
Arizona
$20.9K 674 +674 New
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$20K 650 +90 +16%
AB
110
Amalgamated Bank
New York
$17K 544 – –
SCM
111
Sterling Capital Management
North Carolina
$15.8K 510 +452 +779%
PAS
112
Point72 Asia (Singapore)
Singapore
$14.9K 481 +481 New
QCG
113
Quadrant Capital Group
Ohio
$9.57K 309 +98 +46%
HCA
114
Harbor Capital Advisors
Illinois
$6K 201 -3 -1%
AAP
115
Arax Advisory Partners
Colorado
$5.95K 192 – –
S
116
SignatureFD
Georgia
$5.73K 185 +54 +41%
SAM
117
Smartleaf Asset Management
Massachusetts
$5.67K 182 +121 +198%
PD
118
Point72 (DIFC)
United Arab Emirates
$5.51K 178 +178 New
RS
119
R Squared
Hong Kong
$4.8K 155 +155 New
LC
120
Lindbrook Capital
California
$4.55K 147 +6 +4%
AF
121
Allworth Financial
California
$4.49K 129 +77 +148%
MPWT
122
MassMutual Private Wealth & Trust
Connecticut
$2.94K 95 +17 +22%
US Bancorp
123
US Bancorp
Minnesota
$1.77K 57 +57 New
HNB
124
Huntington National Bank
Ohio
$805 26 -1,370 -98%
GI
125
GAMMA Investing
California
$341 11 +11 New
2 3 4
5
6