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SmartFinancial

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.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 9798 (+1)

0.06% more ownership

Funds ownership: 43.48%43.54% (+0.06%)

6% less capital invested

Capital invested by funds: $200M → $188M (-$11.4M)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$29.4M -$689K -26,027 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$17.6M -$53K -2,000 -0.3%
BFC
3
Banc Funds Company
Illinois
$17.4M
PCMF
4
Private Capital Management (Florida)
Florida
$15.3M +$690K +26,070 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.3M +$426K +16,096 +4%
FHC
6
Forest Hill Capital
Arkansas
$6.82M +$330K +12,480 +5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.35M +$156K +5,875 +2%
State Street
8
State Street
Massachusetts
$6.06M +$229K +8,645 +4%
Renaissance Technologies
9
Renaissance Technologies
New York
$6.03M -$222K -8,400 -3%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$4.37M
FP
11
Foundry Partners
Minnesota
$4.25M -$88.7K -3,350 -2%
BCM
12
BHZ Capital Management
California
$3.8M +$281K +10,628 +8%
EPCA
13
Elizabeth Park Capital Advisors
Ohio
$3.79M +$562K +21,214 +17%
Northern Trust
14
Northern Trust
Illinois
$3.67M -$133K -5,032 -3%
SM
15
Salzhauer Michael
$3.67M +$130K +4,914 +4%
BCM
16
Bridgeway Capital Management
Texas
$2.48M
WC
17
Walthausen & Co
New York
$2.45M +$17.5K +660 +0.7%
DRZID
18
DePrince Race & Zollo Inc (DRZ)
Florida
$1.98M -$5.32K -201 -0.3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.89M +$285K +10,757 +17%
CGA
20
Crescent Grove Advisors
Illinois
$1.86M
RFC
21
Regions Financial Corp
Alabama
$1.76M
JP Morgan Chase
22
JP Morgan Chase
New York
$1.75M -$342K -12,912 -16%
BCM
23
Basswood Capital Management
New York
$1.74M -$46.5K -1,757 -3%
Stifel Financial
24
Stifel Financial
Missouri
$1.58M +$14.4K +543 +0.9%
Goldman Sachs
25
Goldman Sachs
New York
$1.57M +$129K +4,882 +9%