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SmartFinancial
SMBK

Overview Fund Activity

104 hedge funds and large institutions have $216M invested in SmartFinancial in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 2 closing their positions.

Holders
104
Holders Change
+10
Holders Change %
+10.64%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
37
Reduced
29
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.22M
2
BlackRock
2
BlackRock
New York
$34.6M
3
MCA
3
Mendon Capital Advisors
Florida
$1.87M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$4.65M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$2.58M

Top Sellers

1
FHC
1
Forest Hill Capital
Arkansas
$2.37M
2
CCA
2
Cravens & Co Advisors
Tennessee
$15.9M
3
CGA
3
Crescent Grove Advisors
Illinois
$1.04M
4
BCM
4
BHZ Capital Management
California
$0
5
PCMF
5
Private Capital Management (Florida)
Florida
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$34.6M 1,413,051 +88,670 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$18.9M 769,743 +1,195 +0.2%
CCA
3
Cravens & Co Advisors
Tennessee
$15.9M 647,584 -66,673 -9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$15.3M 624,666 +27,714 +5%
PCMF
5
Private Capital Management (Florida)
Florida
$14.3M 583,200 -10,100 -2%
BFC
6
Banc Funds Company
Illinois
$14M 572,648 – –
State Street
7
State Street
Massachusetts
$7.97M 325,416 +2,984 +0.9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.58M 309,293 -405 -0.1%
AllianceBernstein
9
AllianceBernstein
Tennessee
$6.13M 250,335 +6,627 +3%
SM
10
Salzhauer Michael
$5.65M 230,767 -2,317 -1%
DRZID
11
DePrince Race & Zollo Inc (DRZ)
Florida
$4.65M 190,033 +75,635 +66%
BCM
12
Bridgeway Capital Management
Texas
$4.29M 175,062 +4,904 +3%
Northern Trust
13
Northern Trust
Illinois
$3.61M 147,431 +3,616 +3%
EPCA
14
Elizabeth Park Capital Advisors
Ohio
$3.4M 148,160 – –
Renaissance Technologies
15
Renaissance Technologies
New York
$3.4M 138,674 -200 -0.1%
Morgan Stanley
16
Morgan Stanley
New York
$3.22M 131,500 +99,009 +305%
American Century Companies
17
American Century Companies
Missouri
$2.98M 121,696 +2,111 +2%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$2.7M 110,153 – –
FP
19
Foundry Partners
Minnesota
$2.61M 106,463 +32,968 +45%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$2.58M 105,382 +34,488 +49%
FHC
21
Forest Hill Capital
Arkansas
$2.37M 96,707 -135,208 -58%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.35M 95,757 +25,796 +37%
MCA
23
Mendon Capital Advisors
Florida
$1.87M 76,454 +76,454 New
CRC
24
Curi RMB Capital
Illinois
$1.84M 75,000 – –
Stifel Financial
25
Stifel Financial
Missouri
$1.49M 61,000 – –
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