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SmartFinancial

74 hedge funds and large institutions have $118M invested in SmartFinancial in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

6% more funds holding

Funds holding: 7074 (+4)

0.21% more ownership

Funds ownership: 40.46%40.66% (+0.21%)

3% less capital invested

Capital invested by funds: $122M → $118M (-$4.24M)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14.7M -$478K -22,695 -3%
BFC
2
Banc Funds Company
Illinois
$11.8M +$1.45M +68,921 +14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.5M +$162K +7,686 +1%
PCMF
4
Private Capital Management (Florida)
Florida
$10.3M +$210K +9,948 +2%
EC
5
EJF Capital
Virginia
$8.49M -$503K -23,885 -6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$5.92M +$495K +23,475 +9%
FHC
7
Forest Hill Capital
Arkansas
$4.57M
State Street
8
State Street
Massachusetts
$4.16M +$119K +5,666 +3%
Renaissance Technologies
9
Renaissance Technologies
New York
$4.06M +$942K +44,690 +30%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.22M +$374K +17,729 +13%
Northern Trust
11
Northern Trust
Illinois
$3.05M +$454K +21,567 +17%
BCM
12
BHZ Capital Management
California
$2.99M
PCM
13
Penn Capital Management
Pennsylvania
$2.7M -$7.86K -373 -0.3%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$1.84M -$37.8K -1,795 -2%
SCA
15
Stieven Capital Advisors
Missouri
$1.61M -$3M -142,411 -65%
Victory Capital Management
16
Victory Capital Management
Texas
$1.57M +$17.5K +831 +1%
BCM
17
Bridgeway Capital Management
Texas
$1.46M +$1.48M +70,000 New
RFC
18
Regions Financial Corp
Alabama
$1.46M
Stifel Financial
19
Stifel Financial
Missouri
$1.38M +$337K +16,000 +32%
Millennium Management
20
Millennium Management
New York
$1.36M +$1.03M +48,881 +293%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.24M -$8.2K -389 -0.6%
WC
22
Walthausen & Co
New York
$1.14M +$1.15M +54,642 New
SM
23
Salzhauer Michael
$1.12M
PIMG
24
Patriot Investment Management Group
Tennessee
$992K
MSL
25
Mackay Shields LLC
New York
$924K +$392K +18,600 +72%