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SmartFinancial

61 hedge funds and large institutions have $95.4M invested in SmartFinancial in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

25% more capital invested

Capital invested by funds: $76.5M → $95.4M (+$18.9M)

11% more funds holding

Funds holding: 5561 (+6)

4.45% more ownership

Funds ownership: 31.62%36.07% (+4.4%)

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
24
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$12M +$792K +35,425 +7%
EC
2
EJF Capital
Virginia
$10.2M
BlackRock
3
BlackRock
New York
$8.66M +$692K +30,943 +9%
FHC
4
Forest Hill Capital
Arkansas
$7.7M +$378K +16,916 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.63M +$1.49M +66,706 +26%
SCA
6
Stieven Capital Advisors
Missouri
$5.61M +$669K +29,915 +14%
EMFAT
7
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.71M
WA
8
Wasatch Advisors
Utah
$4.18M +$1.19M +53,052 +43%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$3.15M +$355K +15,897 +13%
Renaissance Technologies
10
Renaissance Technologies
New York
$2.46M +$1.26M +56,600 +118%
State Street
11
State Street
Massachusetts
$2.42M +$343K +15,351 +18%
Northern Trust
12
Northern Trust
Illinois
$1.75M +$38K +1,701 +2%
RFC
13
Regions Financial Corp
Alabama
$1.65M
BCM
14
BHZ Capital Management
California
$1.53M +$386K +17,274 +36%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.39M +$19.8K +885 +2%
Deutsche Bank
16
Deutsche Bank
Germany
$1.3M +$147K +6,589 +13%
Stifel Financial
17
Stifel Financial
Missouri
$1.18M
EM
18
Endicott Management
New York
$1.18M
Victory Capital Management
19
Victory Capital Management
Texas
$1.13M
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.08M +$1.03M +45,981 New
GJL
21
Gendell Jeffrey L
$1.04M -$223K -10,000 -18%
EVC
22
Eidelman Virant Capital
Missouri
$1.04M
LIA
23
LBMC Investment Advisors
Tennessee
$1.03M
AWP
24
Ascent Wealth Partners
New York
$831K
MPAM
25
Monarch Partners Asset Management
Massachusetts
$780K +$265K +11,850 +56%