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SmartFinancial

82 hedge funds and large institutions have $103M invested in SmartFinancial in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $95.2M → $103M (+$7.51M)

4% more funds holding

Funds holding: 7982 (+3)

0.92% more ownership

Funds ownership: 40.82%41.74% (+0.92%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
33
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.2M +$149K +10,180 +1%
BlackRock
2
BlackRock
New York
$11.9M +$243K +16,599 +2%
BFC
3
Banc Funds Company
Illinois
$8.92M -$310K -21,213 -4%
PCMF
4
Private Capital Management (Florida)
Florida
$7.5M +$273K +18,669 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$6.16M +$424K +28,991 +8%
EC
6
EJF Capital
Virginia
$4.45M
Renaissance Technologies
7
Renaissance Technologies
New York
$4.09M -$441K -30,200 -11%
State Street
8
State Street
Massachusetts
$3.79M +$307K +21,000 +10%
FHC
9
Forest Hill Capital
Arkansas
$3.55M
Northern Trust
10
Northern Trust
Illinois
$3.47M +$967K +66,171 +45%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.43M +$230K +15,769 +8%
FP
12
Foundry Partners
Minnesota
$3.37M +$106K +7,249 +4%
PCM
13
Penn Capital Management
Pennsylvania
$2.29M -$94.3K -6,451 -4%
BCM
14
BHZ Capital Management
California
$2.17M +$2.89K +198 +0.1%
MAM
15
Martingale Asset Management
Massachusetts
$1.34M
WC
16
Walthausen & Co
New York
$1.33M +$20.3K +1,390 +2%
BCM
17
Bridgeway Capital Management
Texas
$1.19M +$51.2K +3,500 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.19M -$2.46K -168 -0.2%
RFC
19
Regions Financial Corp
Alabama
$1.13M
Victory Capital Management
20
Victory Capital Management
Texas
$1.12M -$1.08M -74,150 -52%
SM
21
Salzhauer Michael
$1.05M +$163K +11,132 +21%
Stifel Financial
22
Stifel Financial
Missouri
$987K -$73.1K -5,000 -8%
N
23
Nuveen
North Carolina
$858K +$165K +11,264 +27%
WG
24
Winton Group
United Kingdom
$743K +$162K +11,100 +32%
LIA
25
LBMC Investment Advisors
Tennessee
$717K