We are live on ! Find out more
SMBK icon

SmartFinancial

97 hedge funds and large institutions have $180M invested in SmartFinancial in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 28

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0.44% more ownership

Funds ownership: 43.54%43.98% (+0.44%)

5% less capital invested

Capital invested by funds: $188M → $180M (-$8.56M)

1% less funds holding

Funds holding: 9897 (-1)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
35
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$28.3M +$536K +21,567 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.7M +$69.9K +2,812 +0.4%
BFC
3
Banc Funds Company
Illinois
$16.4M
PCMF
4
Private Capital Management (Florida)
Florida
$14.5M +$146K +5,862 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.4M +$711K +28,623 +6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.41M +$420K +16,888 +7%
FHC
7
Forest Hill Capital
Arkansas
$6.32M -$126K -5,062 -2%
State Street
8
State Street
Massachusetts
$5.95M +$233K +9,380 +4%
Renaissance Technologies
9
Renaissance Technologies
New York
$4.82M -$900K -36,200 -15%
SM
10
Salzhauer Michael
$4.13M +$679K +27,340 +19%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$4.06M -$61.1K -2,457 -1%
FP
12
Foundry Partners
Minnesota
$4.02M
Northern Trust
13
Northern Trust
Illinois
$3.7M +$234K +9,420 +7%
EPCA
14
Elizabeth Park Capital Advisors
Ohio
$3.58M
BCM
15
BHZ Capital Management
California
$3.48M -$108K -4,337 -3%
JP Morgan Chase
16
JP Morgan Chase
New York
$2.6M +$969K +38,993 +57%
BCM
17
Bridgeway Capital Management
Texas
$2.34M
AllianceBernstein
18
AllianceBernstein
Tennessee
$2.28M +$1.72M +69,260 +275%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.91M +$133K +5,358 +7%
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$1.75M -$123K -4,931 -6%
RFC
21
Regions Financial Corp
Alabama
$1.66M
BCM
22
Basswood Capital Management
New York
$1.65M +$3.8K +153 +0.2%
CGA
23
Crescent Grove Advisors
Illinois
$1.57M -$186K -7,500 -10%
WC
24
Walthausen & Co
New York
$1.54M -$796K -32,017 -33%
Stifel Financial
25
Stifel Financial
Missouri
$1.47M -$16K -643 -1%