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SmartFinancial

102 hedge funds and large institutions have $187M invested in SmartFinancial in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0.19% less ownership

Funds ownership: 51.92%51.73% (-0.19%)

2% less funds holding

Funds holding: 104102 (-2)

13% less capital invested

Capital invested by funds: $216M → $187M (-$28.7M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
33
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$28.9M -$885K -40,048 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.6M +$431K +19,490 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$14M +$886K +40,074 +6%
CCA
4
Cravens & Co Advisors
Tennessee
$13.6M
PCMF
5
Private Capital Management (Florida)
Florida
$12.2M -$110K -4,955 -0.8%
BFC
6
Banc Funds Company
Illinois
$11.4M -$696K -31,500 -6%
State Street
7
State Street
Massachusetts
$7M +$151K +6,825 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.78M +$273K +12,332 +4%
AllianceBernstein
9
AllianceBernstein
Tennessee
$5.27M
SM
10
Salzhauer Michael
$5.13M +$281K +12,700 +6%
DRZID
11
DePrince Race & Zollo Inc (DRZ)
Florida
$4.13M +$135K +6,120 +3%
BCM
12
Bridgeway Capital Management
Texas
$3.78M +$96.7K +4,375 +2%
American Century Companies
13
American Century Companies
Missouri
$3.31M +$784K +35,472 +29%
FP
14
Foundry Partners
Minnesota
$3.18M +$982K +44,407 +42%
EPCA
15
Elizabeth Park Capital Advisors
Ohio
$3.11M -$11.3K -511 -0.3%
Northern Trust
16
Northern Trust
Illinois
$3.07M -$40.5K -1,832 -1%
Renaissance Technologies
17
Renaissance Technologies
New York
$2.92M +$2.21K +100 +0.1%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$2.75M +$552K +24,979 +24%
MCA
19
Mendon Capital Advisors
Florida
$2.14M -$1.66M -75,311 -99%
CRC
20
Curi RMB Capital
Illinois
$2.1M +$542K +24,525 +33%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$1.97M -$366K -16,579 -15%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.94M -$78.4K -3,546 -4%
Morgan Stanley
23
Morgan Stanley
New York
$1.42M -$1.42M -64,209 -49%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.41M +$217K +9,834 +17%
Stifel Financial
25
Stifel Financial
Missouri
$1.29M