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SmartFinancial

116 hedge funds and large institutions have $274M invested in SmartFinancial in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

27% more capital invested

Capital invested by funds: $215M → $274M (+$59M)

13% more funds holding

Funds holding: 103116 (+13)

2.34% more ownership

Funds ownership: 53.23%55.56% (+2.3%)

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
41
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$40.6M +$732K +26,601 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$25M +$1.42M +51,680 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$21.1M +$712K +25,857 +4%
PCMF
4
Private Capital Management (Florida)
Florida
$16.3M -$411K -14,925 -3%
BFC
5
Banc Funds Company
Illinois
$15M -$1.27M -46,185 -8%
CCA
6
Cravens & Co Advisors
Tennessee
$13.2M -$5.35M -194,473 -30%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$9.92M +$3.83M +139,009 +69%
State Street
8
State Street
Massachusetts
$9.8M +$293K +10,623 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$9.78M +$36K +1,307 +0.4%
SM
10
Salzhauer Michael
$6.96M -$138K -5,000 -2%
American Century Companies
11
American Century Companies
Missouri
$6.84M +$1.41M +51,092 +28%
AllianceBernstein
12
AllianceBernstein
Tennessee
$6.03M -$1.21M -43,850 -17%
DRZID
13
DePrince Race & Zollo Inc (DRZ)
Florida
$5.82M -$23.1K -839 -0.4%
KCM
14
Kennedy Capital Management
Missouri
$5.6M -$1.43M -52,028 -21%
FP
15
Foundry Partners
Minnesota
$5.38M +$979K +35,565 +24%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$4.5M +$831K +30,167 +24%
SCA
17
Stieven Capital Advisors
Missouri
$4.49M +$4.24M +154,134 New
Renaissance Technologies
18
Renaissance Technologies
New York
$4.06M -$27.5K -1,000 -0.7%
Northern Trust
19
Northern Trust
Illinois
$3.8M +$20.9K +760 +0.6%
EPCA
20
Elizabeth Park Capital Advisors
Ohio
$3.72M
BCM
21
Bridgeway Capital Management
Texas
$3.61M +$92.2K +3,350 +3%
Morgan Stanley
22
Morgan Stanley
New York
$3.02M +$1.2M +43,485 +72%
Goldman Sachs
23
Goldman Sachs
New York
$2.88M +$1.14M +41,463 +72%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$2.86M +$1.2M +43,708 +80%
BFM
25
Boothbay Fund Management
New York
$2.46M +$1.3M +47,258 +127%

SMBK Hedge Fund Activity: Q3 2024 in Review

116 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q3 2024, worth a combined $274M — up 27% from $215M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SMBK positions and 6 closed out — a net gain of 14 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was Stieven Capital Advisors, opening a new position worth an estimated $4.24M. The largest seller was Cravens & Co Advisors, cutting an estimated $5.35M.

  • 116 institutional investors held SmartFinancial (SMBK) as of Q3 2024, up from 103 in Q2 2024.
  • Funds reported $274M of SmartFinancial stock for Q3 2024, up 27% quarter-over-quarter.
  • 20 funds opened new SmartFinancial positions in Q3 2024 and 6 closed out, a net change of +14 holders.
  • The largest SmartFinancial buyer in Q3 2024 was Stieven Capital Advisors, an estimated $4.24M added.
  • The largest SmartFinancial seller in Q3 2024 was Cravens & Co Advisors, an estimated $5.35M sold.

Based on aggregated 13F filings for Q3 2024.