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SmartFinancial

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.

New
Increased
Maintained
Reduced
Closed

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

12% more capital invested

Capital invested by funds: $178M → $200M (+$21.3M)

5% more funds holding

Funds holding: 9297 (+5)

2.27% less ownership

Funds ownership: 45.75%43.48% (-2.3%)

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
34
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$32.2M +$3.71M +139,990 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$18.9M +$251K +9,459 +1%
BFC
3
Banc Funds Company
Illinois
$18.6M +$1.82M +68,776 +11%
PCMF
4
Private Capital Management (Florida)
Florida
$15.6M +$1.16M +43,800 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.7M +$253K +9,549 +2%
FHC
6
Forest Hill Capital
Arkansas
$6.95M +$53.9K +2,035 +0.8%
Renaissance Technologies
7
Renaissance Technologies
New York
$6.68M +$82.2K +3,100 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.63M +$22.3K +841 +0.3%
State Street
9
State Street
Massachusetts
$6.24M -$84.5K -3,188 -1%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$4.67M -$1.69M -63,720 -27%
FP
11
Foundry Partners
Minnesota
$4.64M +$229K +8,655 +5%
Northern Trust
12
Northern Trust
Illinois
$4.07M -$57.7K -2,176 -1%
SM
13
Salzhauer Michael
$3.79M +$739K +27,897 +25%
BCM
14
BHZ Capital Management
California
$3.77M +$125K +4,707 +4%
EPCA
15
Elizabeth Park Capital Advisors
Ohio
$3.47M
BCM
16
Bridgeway Capital Management
Texas
$2.65M
WC
17
Walthausen & Co
New York
$2.61M -$246K -9,290 -9%
JP Morgan Chase
18
JP Morgan Chase
New York
$2.23M +$167K +6,304 +8%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$2.12M -$14.6K -551 -0.7%
CGA
20
Crescent Grove Advisors
Illinois
$1.99M -$345K -13,000 -15%
BCM
21
Basswood Capital Management
New York
$1.91M +$1.85M +69,782 New
RFC
22
Regions Financial Corp
Alabama
$1.88M
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.72M -$19.9K -749 -1%
Stifel Financial
24
Stifel Financial
Missouri
$1.67M
Goldman Sachs
25
Goldman Sachs
New York
$1.55M -$33.4K -1,260 -2%