SmartFinancial
SMBK
85 hedge funds and large institutions have $145M invested in SmartFinancial in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
76% more capital inflows, than outflows
Capital inflows: $15M | Capital outflows: $8.54M
5% more funds holding
Funds holding: 81 → 85 (+4)
2.35% more ownership
Funds ownership: 41.92% → 44.27% (+2.3%)
4% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 28
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $618K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.71M |
| 2 |
Banc Funds Company
Chicago,
Illinois
|
+$2.5M |
| 3 |
BlackRock
New York
|
+$2.06M |
| 4 |
Two Sigma Investments
New York
|
+$746K |
| 5 |
Two Sigma Advisers
New York
|
+$563K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EJF Capital
Arlington,
Virginia
|
-$4.02M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$664K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$627K |
| 4 |
Belvedere Trading
Chicago,
Illinois
|
-$344K |
| 5 |
Mackay Shields LLC
New York
|
-$335K |
SMBK Hedge Fund Activity: Q1 2021 in Review
85 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q1 2021, worth a combined $145M — up 25% from $116M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SMBK positions and 4 closed out — a net gain of 4 holders — while 27 added to existing stakes and 28 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $4.71M. The largest seller was EJF Capital, cutting an estimated $4.02M.
- 85 institutional investors held SmartFinancial (SMBK) as of Q1 2021, up from 81 in Q4 2020.
- Funds reported $145M of SmartFinancial stock for Q1 2021, up 25% quarter-over-quarter.
- 8 funds opened new SmartFinancial positions in Q1 2021 and 4 closed out, a net change of +4 holders.
- The largest SmartFinancial buyer in Q1 2021 was Wellington Management Group, an estimated $4.71M added.
- The largest SmartFinancial seller in Q1 2021 was EJF Capital, an estimated $4.02M sold.
Based on aggregated 13F filings for Q1 2021.