SmartFinancial
SMBK
98 hedge funds and large institutions have $188M invested in SmartFinancial in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1% more funds holding
Funds holding: 97 → 98 (+1)
0.06% more ownership
Funds ownership: 43.48% → 43.54% (+0.06%)
6% less capital invested
Capital invested by funds: $200M → $188M (-$11.7M)
24% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
+$690K |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$666K |
| 3 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
+$562K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$426K |
| 5 |
EA
Ellsworth Advisors
Hudson,
Ohio
|
+$411K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$689K |
| 2 |
Barclays
London,
United Kingdom
|
-$385K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$373K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$351K |
| 5 |
JP Morgan Chase
New York
|
-$342K |
SMBK Hedge Fund Activity: Q1 2022 in Review
98 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q1 2022, worth a combined $188M — down 5.8% from $200M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SMBK positions and 8 closed out — a net gain of 1 holder — while 25 added to existing stakes and 33 trimmed.
The largest buyer was Private Capital Management (Florida), adding an estimated $690K. The largest seller was BlackRock, cutting an estimated $689K.
- 98 institutional investors held SmartFinancial (SMBK) as of Q1 2022, up from 97 in Q4 2021.
- Funds reported $188M of SmartFinancial stock for Q1 2022, down 5.8% quarter-over-quarter.
- 9 funds opened new SmartFinancial positions in Q1 2022 and 8 closed out, a net change of +1 holder.
- The largest SmartFinancial buyer in Q1 2022 was Private Capital Management (Florida), an estimated $690K added.
- The largest SmartFinancial seller in Q1 2022 was BlackRock, an estimated $689K sold.
Based on aggregated 13F filings for Q1 2022.