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SmartFinancial

74 hedge funds and large institutions have $83.8M invested in SmartFinancial in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.07% less ownership

Funds ownership: 41.74%40.67% (-1.1%)

10% less funds holding

Funds holding: 8274 (-8)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

18% less capital invested

Capital invested by funds: $103M → $83.8M (-$18.9M)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

99% less call options, than puts

Call options by funds: $8K | Put options by funds: $574K

Holders
74
Holders Change
-8
Holders Change %
-9.76%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
27
Closed
14
Calls
$8K
Puts
$574K
Net Calls
-$566K
Net Calls Change
-$566K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$10.6M +$558K +39,479 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.59M -$692K -48,925 -6%
BFC
3
Banc Funds Company
Illinois
$7.49M
PCMF
4
Private Capital Management (Florida)
Florida
$5.67M -$655K -46,310 -10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.16M -$7.62K -539 -0.1%
EC
6
EJF Capital
Virginia
$3.87M +$141K +10,000 +4%
Renaissance Technologies
7
Renaissance Technologies
New York
$3.27M -$164K -11,600 -5%
State Street
8
State Street
Massachusetts
$3.2M +$22.6K +1,600 +0.7%
FHC
9
Forest Hill Capital
Arkansas
$2.98M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.89M +$4.95K +350 +0.2%
Northern Trust
11
Northern Trust
Illinois
$2.81M -$107K -7,557 -4%
FP
12
Foundry Partners
Minnesota
$2.67M -$166K -11,720 -6%
PCM
13
Penn Capital Management
Pennsylvania
$2M +$81.1K +5,739 +4%
BCM
14
BHZ Capital Management
California
$1.87M +$44.4K +3,137 +2%
WC
15
Walthausen & Co
New York
$1.36M +$251K +17,730 +22%
BCM
16
Bridgeway Capital Management
Texas
$999K
Bank of New York Mellon
17
Bank of New York Mellon
New York
$967K -$29.8K -2,111 -3%
RFC
18
Regions Financial Corp
Alabama
$950K
SM
19
Salzhauer Michael
$942K +$64K +4,529 +7%
Victory Capital Management
20
Victory Capital Management
Texas
$939K -$2.22K -157 -0.2%
Stifel Financial
21
Stifel Financial
Missouri
$829K
N
22
Nuveen
North Carolina
$724K +$3.77K +267 +0.5%
Goldman Sachs
23
Goldman Sachs
New York
$619K +$231K +16,343 +56%
LIA
24
LBMC Investment Advisors
Tennessee
$602K
MAM
25
Martingale Asset Management
Massachusetts
$584K -$560K -39,605 -48%