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SmartFinancial

93 hedge funds and large institutions have $185M invested in SmartFinancial in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

3% more capital invested

Capital invested by funds: $180M → $185M (+$5.75M)

0.41% more ownership

Funds ownership: 43.98%44.39% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 9793 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
37
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$28.7M -$291K -11,541 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$17M -$57.1K -2,263 -0.3%
BFC
3
Banc Funds Company
Illinois
$16.8M
PCMF
4
Private Capital Management (Florida)
Florida
$13.5M -$1.42M -56,168 -9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$12.1M +$471K +18,676 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.59M +$40.6K +1,609 +0.6%
FHC
7
Forest Hill Capital
Arkansas
$6.47M +$2.52K +100 +0%
State Street
8
State Street
Massachusetts
$6.3M +$221K +8,777 +4%
SM
9
Salzhauer Michael
$5.47M +$1.27M +50,522 +30%
FP
10
Foundry Partners
Minnesota
$4.17M +$59.2K +2,345 +1%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$4.12M -$35.1K -1,392 -0.8%
Renaissance Technologies
12
Renaissance Technologies
New York
$4.08M -$873K -34,600 -17%
JP Morgan Chase
13
JP Morgan Chase
New York
$4.05M +$1.42M +56,246 +52%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$3.81M +$2.06M +81,550 +112%
Northern Trust
15
Northern Trust
Illinois
$3.77M -$7.37K -292 -0.2%
EPCA
16
Elizabeth Park Capital Advisors
Ohio
$3.66M
BCM
17
BHZ Capital Management
California
$3.56M
AllianceBernstein
18
AllianceBernstein
Tennessee
$2.74M +$420K +16,632 +18%
BCM
19
Bridgeway Capital Management
Texas
$2.4M
Russell Investments Group
20
Russell Investments Group
United Kingdom
$2.16M +$972K +38,532 +78%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.07M +$119K +4,729 +6%
RFC
22
Regions Financial Corp
Alabama
$1.7M
American Century Companies
23
American Century Companies
Missouri
$1.56M +$168K +6,649 +12%
Stifel Financial
24
Stifel Financial
Missouri
$1.51M
CGA
25
Crescent Grove Advisors
Illinois
$1.42M -$189K -7,500 -12%