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SmartFinancial
SMBK

Overview Fund Activity

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.

Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
1.7%
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
–

Top Buyers

1
HIM
1
Hillsdale Investment Management
Ontario, Canada
$3.72M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$13.6M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$4.57M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.86M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.6M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$0
2
BFC
2
Banc Funds Company
Illinois
$11.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$25.3M
4
PCMF
4
Private Capital Management (Florida)
Florida
$16.2M
5
CGA
5
Crescent Grove Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$44.4M 1,434,284 +42,082 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$25.3M 818,072 -38,576 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$23.5M 758,069 +32,418 +4%
PCMF
4
Private Capital Management (Florida)
Florida
$16.2M 522,676 -35,069 -6%
CCA
5
Cravens & Co Advisors
Tennessee
$13.9M 448,357 -3,135 -0.7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$13.6M 437,793 +97,375 +29%
BFC
7
Banc Funds Company
Illinois
$11.2M 362,433 -152,280 -30%
State Street
8
State Street
Massachusetts
$10.7M 344,651 +8,504 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$10.3M 333,418 -2,083 -0.6%
American Century Companies
10
American Century Companies
Missouri
$8.52M 274,947 +40,104 +17%
SM
11
Salzhauer Michael
$7.4M 238,789 – –
AllianceBernstein
12
AllianceBernstein
Tennessee
$6.45M 208,193 +1,230 +0.6%
DRZID
13
DePrince Race & Zollo Inc (DRZ)
Florida
$5.74M 185,137 -14,589 -7%
FP
14
Foundry Partners
Minnesota
$5.71M 184,260 -295 -0.2%
SCA
15
Stieven Capital Advisors
Missouri
$4.65M 150,234 -3,900 -3%
Morgan Stanley
16
Morgan Stanley
New York
$4.6M 148,512 +44,973 +43%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$4.57M 147,469 +49,187 +50%
Renaissance Technologies
18
Renaissance Technologies
New York
$4.31M 139,274 – –
Russell Investments Group
19
Russell Investments Group
United Kingdom
$4.03M 130,194 -24,195 -16%
Northern Trust
20
Northern Trust
Illinois
$3.98M 128,581 -1,701 -1%
EPCA
21
Elizabeth Park Capital Advisors
Ohio
$3.95M 127,649 – –
BCM
22
Bridgeway Capital Management
Texas
$3.94M 127,177 +3,390 +3%
HIM
23
Hillsdale Investment Management
Ontario, Canada
$3.72M 120,029 +120,029 New
Goldman Sachs
24
Goldman Sachs
New York
$3.63M 117,331 +18,560 +19%
BFM
25
Boothbay Fund Management
New York
$2.73M 88,206 +3,675 +4%
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