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SmartFinancial
SMBK

Overview Fund Activity

97 hedge funds and large institutions have $195M invested in SmartFinancial in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
39
Reduced
24
Closed
8
Calls
–
Puts
$9K
Net Calls
-$9K
Net Calls Change
-$9K

Top Buyers

1
BlackRock
1
BlackRock
New York
$30.8M
2
PCMF
2
Private Capital Management (Florida)
Florida
$14.2M
3
BCM
3
Bridgeway Capital Management
Texas
$3.67M
4
State Street
4
State Street
Massachusetts
$6.93M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$3.5M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$0
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$222K
3
EI
3
EAM Investors
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.49M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.82M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$30.8M 1,330,956 +73,860 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$17.9M 773,912 +24,580 +3%
CCA
3
Cravens & Co Advisors
Tennessee
$16.7M 720,726 -6,040 -0.8%
PCMF
4
Private Capital Management (Florida)
Florida
$14.2M 613,755 +68,229 +13%
BFC
5
Banc Funds Company
Illinois
$13.6M 587,648 -12,000 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$12.4M 536,753 +19,451 +4%
State Street
7
State Street
Massachusetts
$6.93M 299,389 +36,166 +14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.71M 290,101 +7,741 +3%
FHC
9
Forest Hill Capital
Arkansas
$6.15M 265,649 – –
SM
10
Salzhauer Michael
$5.34M 230,922 +5,668 +3%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$3.82M 165,211 -31,189 -16%
BCM
12
Bridgeway Capital Management
Texas
$3.67M 158,410 +61,410 +63%
AllianceBernstein
13
AllianceBernstein
Tennessee
$3.5M 151,216 +34,500 +30%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$3.49M 151,018 -44,540 -23%
EPCA
15
Elizabeth Park Capital Advisors
Ohio
$3.43M 148,160 – –
FP
16
Foundry Partners
Minnesota
$3.23M 139,440 -615 -0.4%
Renaissance Technologies
17
Renaissance Technologies
New York
$3.23M 139,374 +100 +0.1%
BCM
18
BHZ Capital Management
California
$2.97M 128,509 -1,152 -0.9%
Northern Trust
19
Northern Trust
Illinois
$2.96M 127,898 -27,088 -17%
American Century Companies
20
American Century Companies
Missouri
$2.39M 105,330 +22,076 +27%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.89M 81,519 -5,598 -6%
CRC
22
Curi RMB Capital
Illinois
$1.67M 71,966 – –
Goldman Sachs
23
Goldman Sachs
New York
$1.6M 69,319 +5,416 +8%
Stifel Financial
24
Stifel Financial
Missouri
$1.41M 61,000 – –
CGA
25
Crescent Grove Advisors
Illinois
$1.33M 57,573 – –
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