SmartFinancial
SMBK
97 hedge funds and large institutions have $200M invested in SmartFinancial in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
17% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 29
11% more capital invested
Capital invested by funds: $179M → $200M (+$20.4M)
5% more funds holding
Funds holding: 92 → 97 (+5)
2.27% less ownership
Funds ownership: 45.75% → 43.48% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$3.71M |
| 2 |
BCM
Basswood Capital Management
New York
|
+$1.85M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$1.82M |
| 4 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
+$1.16M |
| 5 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$752K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.69M |
| 2 |
WG
Winton Group
London,
United Kingdom
|
-$421K |
| 3 |
CGA
Crescent Grove Advisors
Lake Forest,
Illinois
|
-$345K |
| 4 |
EA
Evergreen Advisors
Chattanooga,
Tennessee
|
-$291K |
| 5 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$291K |
SMBK Hedge Fund Activity: Q4 2021 in Review
97 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q4 2021, worth a combined $200M — up 11% from $179M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SMBK positions and 5 closed out — a net gain of 5 holders — while 34 added to existing stakes and 29 trimmed.
The largest buyer was BlackRock, adding an estimated $3.71M. The largest seller was Wellington Management Group, cutting an estimated $1.69M.
- 97 institutional investors held SmartFinancial (SMBK) as of Q4 2021, up from 92 in Q3 2021.
- Funds reported $200M of SmartFinancial stock for Q4 2021, up 11% quarter-over-quarter.
- 10 funds opened new SmartFinancial positions in Q4 2021 and 5 closed out, a net change of +5 holders.
- The largest SmartFinancial buyer in Q4 2021 was BlackRock, an estimated $3.71M added.
- The largest SmartFinancial seller in Q4 2021 was Wellington Management Group, an estimated $1.69M sold.
Based on aggregated 13F filings for Q4 2021.