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SmartFinancial
SMBK

Overview Fund Activity

79 hedge funds and large institutions have $95.2M invested in SmartFinancial in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
29
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.3M
2
Victory Capital Management
2
Victory Capital Management
Texas
$2.18M
3
BPM
3
Bowling Portfolio Management
Ohio
$549K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$5.34M
5
MCM
5
Maltese Capital Management
New York
$380K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
OAM
2
Oxford Asset Management
United Kingdom
$0
3
KCM
3
Kennedy Capital Management
Missouri
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
PCMF
5
Private Capital Management (Florida)
Florida
$6.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.3M 744,093 +111,014 +18%
BlackRock
2
BlackRock
New York
$11M 721,038 +3,939 +0.5%
BFC
3
Banc Funds Company
Illinois
$8.71M 572,643 -10,000 -2%
PCMF
4
Private Capital Management (Florida)
Florida
$6.77M 444,992 -26,490 -6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.34M 351,432 +30,559 +10%
Renaissance Technologies
6
Renaissance Technologies
New York
$4.3M 282,774 +15,397 +6%
EC
7
EJF Capital
Virginia
$4.18M 275,000 – –
FHC
8
Forest Hill Capital
Arkansas
$3.34M 219,337 – –
State Street
9
State Street
Massachusetts
$3.24M 213,024 +1,313 +0.6%
FP
10
Foundry Partners
Minnesota
$3.05M 200,720 -2,555 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.99M 196,527 +17,578 +10%
Northern Trust
12
Northern Trust
Illinois
$2.26M 148,467 +4,780 +3%
PCM
13
Penn Capital Management
Pennsylvania
$2.25M 148,008 +14,988 +11%
Victory Capital Management
14
Victory Capital Management
Texas
$2.18M 143,400 +63,900 +80%
BCM
15
BHZ Capital Management
California
$2.04M 134,043 -1,093 -0.8%
MAM
16
Martingale Asset Management
Massachusetts
$1.26M 82,532 +10,093 +14%
WC
17
Walthausen & Co
New York
$1.23M 80,882 +12,690 +19%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.12M 73,454 +4,300 +6%
BCM
19
Bridgeway Capital Management
Texas
$1.07M 70,000 – –
RFC
20
Regions Financial Corp
Alabama
$1.06M 69,934 – –
Stifel Financial
21
Stifel Financial
Missouri
$1M 66,000 – –
SM
22
Salzhauer Michael
$816K 53,671 – –
MSL
23
Mackay Shields LLC
New York
$727K 47,765 -24,500 -34%
PIMG
24
Patriot Investment Management Group
Tennessee
$722K 47,497 – –
LIA
25
LBMC Investment Advisors
Tennessee
$674K 44,298 – –
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