We are live on ! Find out more
SMBK icon

SmartFinancial

81 hedge funds and large institutions have $116M invested in SmartFinancial in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

62% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 21

38% more capital invested

Capital invested by funds: $83.8M → $116M (+$32M)

9% more funds holding

Funds holding: 7481 (+7)

1.25% more ownership

Funds ownership: 40.67%41.92% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $765K

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
34
Reduced
21
Closed
2
Calls
Puts
$765K
Net Calls
-$765K
Net Calls Change
-$199K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$15.7M +$1.43M +86,931 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.9M +$69.4K +4,213 +0.6%
BFC
3
Banc Funds Company
Illinois
$10M
PCMF
4
Private Capital Management (Florida)
Florida
$8.61M +$944K +57,343 +14%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$6.98M +$81.8K +4,968 +1%
EC
6
EJF Capital
Virginia
$4.99M -$165K -10,000 -4%
Renaissance Technologies
7
Renaissance Technologies
New York
$4.64M +$242K +14,700 +6%
State Street
8
State Street
Massachusetts
$4.33M +$47.4K +2,880 +1%
FHC
9
Forest Hill Capital
Arkansas
$4.02M +$35.3K +2,144 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.91M +$44.7K +2,713 +1%
FP
11
Foundry Partners
Minnesota
$3.71M +$135K +8,200 +4%
Northern Trust
12
Northern Trust
Illinois
$3.63M -$120K -7,269 -4%
BCM
13
BHZ Capital Management
California
$2.64M +$136K +8,234 +6%
WC
14
Walthausen & Co
New York
$1.81M
SM
15
Salzhauer Michael
$1.42M +$151K +9,168 +13%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$1.38M +$1.25M +75,898 New
BCM
17
Bridgeway Capital Management
Texas
$1.33M
RFC
18
Regions Financial Corp
Alabama
$1.25M -$20.6K -1,250 -2%
Victory Capital Management
19
Victory Capital Management
Texas
$1.24M -$13.9K -843 -1%
N
20
Nuveen
North Carolina
$1.11M +$132K +8,004 +15%
Stifel Financial
21
Stifel Financial
Missouri
$1.11M
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.09M -$181K -11,013 -15%
PCM
23
Penn Capital Management
Pennsylvania
$834K -$1.67M -101,321 -69%
LIA
24
LBMC Investment Advisors
Tennessee
$804K
JP Morgan Chase
25
JP Morgan Chase
New York
$777K +$474K +28,773 +205%