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SmartFinancial
SMBK

Overview Fund Activity

95 hedge funds and large institutions have $180M invested in SmartFinancial in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
33
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$4.55M
2
EF
2
Empowered Funds
Pennsylvania
$991K
3
EST
3
EA Series Trust
Pennsylvania
$991K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$810K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$12.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.06M
2
FP
2
Foundry Partners
Minnesota
$1.58M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.37M
4
BCM
4
BHZ Capital Management
California
$1.74M
5
B
5
Bailard
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$28.9M 1,341,424 +10,468 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.5M 766,179 -7,733 -1%
CCA
3
Cravens & Co Advisors
Tennessee
$15.4M 714,257 -6,469 -0.9%
PCMF
4
Private Capital Management (Florida)
Florida
$13.1M 606,805 -6,950 -1%
BFC
5
Banc Funds Company
Illinois
$12.6M 587,648 – –
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$12.1M 562,767 +26,014 +5%
State Street
7
State Street
Massachusetts
$6.96M 323,402 +24,013 +8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.51M 302,447 +12,346 +4%
FHC
9
Forest Hill Capital
Arkansas
$5.71M 265,649 – –
SM
10
Salzhauer Michael
$5.01M 233,022 +2,100 +0.9%
AllianceBernstein
11
AllianceBernstein
Tennessee
$4.55M 211,631 +60,415 +40%
BCM
12
Bridgeway Capital Management
Texas
$3.57M 166,050 +7,640 +5%
EPCA
13
Elizabeth Park Capital Advisors
Ohio
$3.19M 148,160 – –
Northern Trust
14
Northern Trust
Illinois
$3.06M 142,050 +14,152 +11%
Renaissance Technologies
15
Renaissance Technologies
New York
$3M 139,674 +300 +0.2%
American Century Companies
16
American Century Companies
Missouri
$2.46M 114,512 +9,182 +9%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$2.37M 110,153 -55,058 -33%
BCM
18
BHZ Capital Management
California
$1.74M 80,933 -47,576 -37%
FP
19
Foundry Partners
Minnesota
$1.58M 73,600 -65,840 -47%
Goldman Sachs
20
Goldman Sachs
New York
$1.57M 73,020 +3,701 +5%
CRC
21
Curi RMB Capital
Illinois
$1.55M 71,966 – –
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.52M 70,801 -10,718 -13%
Stifel Financial
23
Stifel Financial
Missouri
$1.31M 61,000 – –
CGA
24
Crescent Grove Advisors
Illinois
$1.24M 57,573 – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$1.06M 49,297 -101,721 -67%
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