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SmartFinancial

96 hedge funds and large institutions have $218M invested in SmartFinancial in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 25

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

18% more capital invested

Capital invested by funds: $185M → $218M (+$32.6M)

5.6% more ownership

Funds ownership: 44.39%49.99% (+5.6%)

3% more funds holding

Funds holding: 9396 (+3)

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
39
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$34.6M +$2.7M +96,005 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$20.6M +$1.7M +60,376 +9%
CCA
3
Cravens & Co Advisors
Tennessee
$20M +$20.4M +726,766 New
BFC
4
Banc Funds Company
Illinois
$16.5M -$2.23M -79,537 -12%
PCMF
5
Private Capital Management (Florida)
Florida
$15M -$9.86K -351 -0.1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$7.76M +$436K +15,514 +6%
FHC
7
Forest Hill Capital
Arkansas
$7.31M +$112K +3,983 +2%
State Street
8
State Street
Massachusetts
$7.24M +$232K +8,269 +3%
SM
9
Salzhauer Michael
$6.19M +$109K +3,865 +2%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$5.4M +$831K +29,589 +18%
JP Morgan Chase
11
JP Morgan Chase
New York
$5.38M +$894K +31,829 +19%
Northern Trust
12
Northern Trust
Illinois
$4.26M +$62.7K +2,234 +1%
EPCA
13
Elizabeth Park Capital Advisors
Ohio
$4.07M
FP
14
Foundry Partners
Minnesota
$3.85M -$802K -28,545 -17%
Renaissance Technologies
15
Renaissance Technologies
New York
$3.83M -$725K -25,800 -16%
BCM
16
BHZ Capital Management
California
$3.57M -$405K -14,421 -10%
AllianceBernstein
17
AllianceBernstein
Tennessee
$3.21M +$159K +5,659 +5%
BCM
18
Bridgeway Capital Management
Texas
$2.67M
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$2.5M -$1.77M -63,197 -41%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.4M +$92.5K +3,295 +4%
American Century Companies
21
American Century Companies
Missouri
$2.29M +$564K +20,075 +32%
CRC
22
Curi RMB Capital
Illinois
$1.98M +$1.18M +41,966 +140%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$1.94M -$485K -17,266 -20%
Goldman Sachs
24
Goldman Sachs
New York
$1.76M +$201K +7,147 +13%
Stifel Financial
25
Stifel Financial
Missouri
$1.68M