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SmartFinancial

89 hedge funds and large institutions have $160M invested in SmartFinancial in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $145M → $160M (+$15.4M)

5% more funds holding

Funds holding: 8589 (+4)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

0.07% less ownership

Funds ownership: 44.27%44.2% (-0.07%)

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
27
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$23.8M +$702K +29,818 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.5M -$974K -41,362 -6%
BFC
3
Banc Funds Company
Illinois
$16.1M
PCMF
4
Private Capital Management (Florida)
Florida
$12.4M +$724K +30,767 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$9.77M +$421K +17,871 +5%
Renaissance Technologies
6
Renaissance Technologies
New York
$5.75M -$278K -11,800 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.7M +$362K +15,400 +7%
FHC
8
Forest Hill Capital
Arkansas
$5.45M +$133K +5,632 +3%
State Street
9
State Street
Massachusetts
$5.06M -$439K -18,654 -8%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$4.46M -$2.67M -113,317 -38%
FP
11
Foundry Partners
Minnesota
$3.93M -$766K -32,544 -17%
Northern Trust
12
Northern Trust
Illinois
$3.75M -$286K -12,139 -7%
BCM
13
BHZ Capital Management
California
$3.19M -$325K -13,793 -9%
WC
14
Walthausen & Co
New York
$2.77M +$206K +8,740 +8%
JP Morgan Chase
15
JP Morgan Chase
New York
$2.45M +$1.09M +46,155 +83%
SM
16
Salzhauer Michael
$2.44M +$280K +11,907 +13%
BCM
17
Bridgeway Capital Management
Texas
$2.33M
DRZID
18
DePrince Race & Zollo Inc (DRZ)
Florida
$1.97M +$1.93M +81,862 New
RFC
19
Regions Financial Corp
Alabama
$1.65M
N
20
Nuveen
North Carolina
$1.53M +$65.5K +2,781 +5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.5M +$45.2K +1,921 +3%
Stifel Financial
22
Stifel Financial
Missouri
$1.47M
Victory Capital Management
23
Victory Capital Management
Texas
$1.39M -$66.6K -2,831 -5%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$1.21M +$475K +20,182 +66%
LIA
25
LBMC Investment Advisors
Tennessee
$1.06M