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SmartFinancial

92 hedge funds and large institutions have $178M invested in SmartFinancial in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $160M → $178M (+$18.1M)

3% more funds holding

Funds holding: 8992 (+3)

1.55% more ownership

Funds ownership: 44.2%45.75% (+1.6%)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
29
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$26.8M +$1.12M +45,460 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$17.6M -$138K -5,576 -0.8%
BFC
3
Banc Funds Company
Illinois
$15.8M -$1.47M -59,510 -9%
PCMF
4
Private Capital Management (Florida)
Florida
$13.6M +$253K +10,255 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$10.8M +$257K +10,406 +3%
FHC
6
Forest Hill Capital
Arkansas
$6.52M +$618K +25,000 +11%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.25M +$110K +4,436 +2%
Renaissance Technologies
8
Renaissance Technologies
New York
$6.23M +$37.1K +1,500 +0.6%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$6.06M +$1.2M +48,582 +26%
State Street
10
State Street
Massachusetts
$5.98M +$512K +20,709 +10%
FP
11
Foundry Partners
Minnesota
$4.16M -$63.6K -2,575 -2%
Northern Trust
12
Northern Trust
Illinois
$3.9M -$132K -5,353 -3%
BCM
13
BHZ Capital Management
California
$3.44M
EPCA
14
Elizabeth Park Capital Advisors
Ohio
$3.27M +$3.14M +126,946 New
SM
15
Salzhauer Michael
$2.86M +$222K +9,004 +9%
WC
16
Walthausen & Co
New York
$2.7M -$270K -10,930 -9%
BCM
17
Bridgeway Capital Management
Texas
$2.51M
CGA
18
Crescent Grove Advisors
Illinois
$2.21M +$2.11M +85,573 New
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$2.02M -$91K -3,682 -4%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.94M -$665K -26,907 -26%
RFC
21
Regions Financial Corp
Alabama
$1.77M
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.65M +$27.5K +1,112 +2%
Stifel Financial
23
Stifel Financial
Missouri
$1.58M +$2.47K +100 +0.2%
N
24
Nuveen
North Carolina
$1.54M -$68.5K -2,773 -4%
Goldman Sachs
25
Goldman Sachs
New York
$1.49M +$438K +17,737 +44%