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SmartFinancial

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.

New
Increased
Maintained
Reduced
Closed

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: 116128 (+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: 33 (0)

Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
50
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$44.4M +$1.39M +42,082 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$25.3M -$1.28M -38,576 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$23.5M +$1.07M +32,418 +4%
PCMF
4
Private Capital Management (Florida)
Florida
$16.2M -$1.16M -35,069 -6%
CCA
5
Cravens & Co Advisors
Tennessee
$13.9M -$104K -3,135 -0.7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$13.6M +$3.22M +97,375 +29%
BFC
7
Banc Funds Company
Illinois
$11.2M -$5.04M -152,280 -30%
State Street
8
State Street
Massachusetts
$10.7M +$281K +8,504 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$10.3M -$68.9K -2,083 -0.6%
American Century Companies
10
American Century Companies
Missouri
$8.52M +$1.33M +40,104 +17%
SM
11
Salzhauer Michael
$7.4M
AllianceBernstein
12
AllianceBernstein
Tennessee
$6.45M +$40.7K +1,230 +0.6%
DRZID
13
DePrince Race & Zollo Inc (DRZ)
Florida
$5.74M -$483K -14,589 -7%
FP
14
Foundry Partners
Minnesota
$5.71M -$9.76K -295 -0.2%
SCA
15
Stieven Capital Advisors
Missouri
$4.65M -$129K -3,900 -3%
Morgan Stanley
16
Morgan Stanley
New York
$4.6M +$1.49M +44,973 +43%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$4.57M +$1.63M +49,187 +50%
Renaissance Technologies
18
Renaissance Technologies
New York
$4.31M
Russell Investments Group
19
Russell Investments Group
United Kingdom
$4.03M -$800K -24,195 -16%
Northern Trust
20
Northern Trust
Illinois
$3.98M -$56.3K -1,701 -1%
EPCA
21
Elizabeth Park Capital Advisors
Ohio
$3.95M
BCM
22
Bridgeway Capital Management
Texas
$3.94M +$112K +3,390 +3%
HIM
23
Hillsdale Investment Management
Ontario, Canada
$3.72M +$3.97M +120,029 New
Goldman Sachs
24
Goldman Sachs
New York
$3.63M +$614K +18,560 +19%
BFM
25
Boothbay Fund Management
New York
$2.73M +$122K +3,675 +4%