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SmartFinancial

67 hedge funds and large institutions have $90.8M invested in SmartFinancial in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

0% more funds holding

Funds holding: 6767 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1.82% less ownership

Funds ownership: 37.56%35.74% (-1.8%)

19% less capital invested

Capital invested by funds: $113M → $90.8M (-$21.8M)

Holders
67
Holders Change
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$11.6M +$16.6K +802 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.25M +$564K +27,205 +6%
EC
3
EJF Capital
Virginia
$7.89M
BFC
4
Banc Funds Company
Illinois
$7.73M -$514K -24,776 -5%
FHC
5
Forest Hill Capital
Arkansas
$5.66M -$1.16M -56,014 -15%
SCA
6
Stieven Capital Advisors
Missouri
$4.4M +$10.4K +500 +0.2%
EMFAT
7
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.65M
PCMF
8
Private Capital Management (Florida)
Florida
$3.58M +$2.96M +142,643 +268%
WA
9
Wasatch Advisors
Utah
$3.27M +$724K +34,890 +24%
State Street
10
State Street
Massachusetts
$3.19M +$55.6K +2,680 +2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$3.1M +$713K +34,372 +25%
BCM
12
BHZ Capital Management
California
$2.87M +$662K +31,933 +26%
PCM
13
Penn Capital Management
Pennsylvania
$2.49M +$133K +6,408 +5%
Northern Trust
14
Northern Trust
Illinois
$2.1M -$5.06K -244 -0.2%
Renaissance Technologies
15
Renaissance Technologies
New York
$1.61M -$577K -27,800 -24%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.59M +$134K +6,450 +8%
RFC
17
Regions Financial Corp
Alabama
$1.28M
Victory Capital Management
18
Victory Capital Management
Texas
$935K
Stifel Financial
19
Stifel Financial
Missouri
$916K
Bank of New York Mellon
20
Bank of New York Mellon
New York
$887K +$184K +8,847 +22%
LIA
21
LBMC Investment Advisors
Tennessee
$809K -$9.67K -466 -1%
Bank of America
22
Bank of America
North Carolina
$757K -$15.3K -739 -2%
AWP
23
Ascent Wealth Partners
New York
$645K
MCM
24
Maltese Capital Management
New York
$639K +$689K +33,229 +1,876%
Wells Fargo
25
Wells Fargo
California
$634K +$55.5K +2,673 +8%