We are live on ! Find out more
SMBK icon

SmartFinancial

70 hedge funds and large institutions have $122M invested in SmartFinancial in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

20% more capital invested

Capital invested by funds: $102M → $122M (+$20M)

1.63% more ownership

Funds ownership: 38.82%40.46% (+1.6%)

0% more funds holding

Funds holding: 7070 (0)

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
28
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$15.8M +$1.41M +68,391 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.8M +$427K +20,644 +4%
BFC
3
Banc Funds Company
Illinois
$10.8M
PCMF
4
Private Capital Management (Florida)
Florida
$10.5M +$2.93M +141,770 +42%
EC
5
EJF Capital
Virginia
$9.36M -$1.72M -83,141 -16%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$5.65M +$678K +32,774 +14%
WA
7
Wasatch Advisors
Utah
$4.89M +$725K +35,048 +18%
SCA
8
Stieven Capital Advisors
Missouri
$4.76M -$1.21M -58,730 -21%
FHC
9
Forest Hill Capital
Arkansas
$4.76M -$41.4K -2,000 -0.9%
State Street
10
State Street
Massachusetts
$4.21M +$203K +9,793 +5%
Renaissance Technologies
11
Renaissance Technologies
New York
$3.26M +$415K +20,084 +15%
BCM
12
BHZ Capital Management
California
$3.11M -$254K -12,275 -8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.97M +$632K +30,578 +29%
PCM
14
Penn Capital Management
Pennsylvania
$2.82M -$246K -11,900 -8%
Northern Trust
15
Northern Trust
Illinois
$2.71M +$118K +5,712 +5%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$1.96M -$171K -8,290 -8%
Victory Capital Management
17
Victory Capital Management
Texas
$1.62M +$180K +8,700 +13%
RFC
18
Regions Financial Corp
Alabama
$1.52M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.3M +$4.98K +241 +0.4%
SM
20
Salzhauer Michael
$1.16M
Stifel Financial
21
Stifel Financial
Missouri
$1.08M -$2.07K -100 -0.2%
PIMG
22
Patriot Investment Management Group
Tennessee
$1.03M
N
23
Nuveen
North Carolina
$974K +$928K +44,887 New
LIA
24
LBMC Investment Advisors
Tennessee
$961K
Bank of America
25
Bank of America
North Carolina
$880K +$47.3K +2,286 +6%