We are live on ! Find out more
SMBK icon

SmartFinancial

84 hedge funds and large institutions have $147M invested in SmartFinancial in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 11

24% more capital invested

Capital invested by funds: $118M → $147M (+$28.5M)

14% more funds holding

Funds holding: 7484 (+10)

3.63% more ownership

Funds ownership: 40.66%44.3% (+3.6%)

Holders
84
Holders Change
+10
Holders Change %
+13.51%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
33
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$17M +$248K +11,272 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$15M +$1.79M +81,155 +15%
BFC
3
Banc Funds Company
Illinois
$13.8M +$347K +15,766 +3%
PCMF
4
Private Capital Management (Florida)
Florida
$11.2M -$475K -21,565 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.59M +$810K +36,830 +13%
EC
6
EJF Capital
Virginia
$6.5M -$2.92M -132,774 -33%
Renaissance Technologies
7
Renaissance Technologies
New York
$6.32M +$1.6M +72,503 +37%
FHC
8
Forest Hill Capital
Arkansas
$5.19M
State Street
9
State Street
Massachusetts
$5.01M +$265K +12,035 +6%
FP
10
Foundry Partners
Minnesota
$4.81M +$4.47M +203,275 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.23M +$536K +24,355 +16%
Northern Trust
12
Northern Trust
Illinois
$3.4M -$64.8K -2,947 -2%
BCM
13
BHZ Capital Management
California
$3.2M -$185K -8,421 -6%
PCM
14
Penn Capital Management
Pennsylvania
$3.15M +$77.3K +3,512 +3%
Millennium Management
15
Millennium Management
New York
$2.63M +$1.01M +45,852 +70%
Victory Capital Management
16
Victory Capital Management
Texas
$1.88M +$89.5K +4,069 +5%
MAM
17
Martingale Asset Management
Massachusetts
$1.71M +$1.59M +72,439 New
MSL
18
Mackay Shields LLC
New York
$1.71M +$614K +27,900 +63%
BCM
19
Bridgeway Capital Management
Texas
$1.66M
RFC
20
Regions Financial Corp
Alabama
$1.65M
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.64M +$210K +9,534 +16%
WC
22
Walthausen & Co
New York
$1.61M +$298K +13,550 +25%
Stifel Financial
23
Stifel Financial
Missouri
$1.56M
SM
24
Salzhauer Michael
$1.27M
N
25
Nuveen
North Carolina
$1.22M +$210K +9,563 +23%