SmartFinancial
SMBK
128 hedge funds and large institutions have $298M invested in SmartFinancial in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 12 closing their positions.
117% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 12
72% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 29
10% more funds holding
Funds holding: 116 → 128 (+12)
9% more capital invested
Capital invested by funds: $274M → $298M (+$24.4M)
1.31% more ownership
Funds ownership: 55.56% → 56.87% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$3.97M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.22M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.63M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$1.61M |
| 5 |
Morgan Stanley
New York
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$5.6M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$5.04M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.28M |
| 4 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
-$1.16M |
| 5 |
CGA
Crescent Grove Advisors
Lake Forest,
Illinois
|
-$1.02M |
SMBK Hedge Fund Activity: Q4 2024 in Review
128 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in SmartFinancial (SMBK) for Q4 2024, worth a combined $298M — up 8.9% from $274M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SMBK positions and 12 closed out — a net gain of 14 holders — while 50 added to existing stakes and 29 trimmed.
The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $3.97M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $5.6M sold.
- 128 institutional investors held SmartFinancial (SMBK) as of Q4 2024, up from 116 in Q3 2024.
- Funds reported $298M of SmartFinancial stock for Q4 2024, up 8.9% quarter-over-quarter.
- 26 funds opened new SmartFinancial positions in Q4 2024 and 12 closed out, a net change of +14 holders.
- The largest SmartFinancial buyer in Q4 2024 was Hillsdale Investment Management, an estimated $3.97M added.
- The largest SmartFinancial seller in Q4 2024 was Kennedy Capital Management, an estimated $5.6M sold.
Based on aggregated 13F filings for Q4 2024.