Smith-Midland
SMID
29 hedge funds and large institutions have $42M invested in Smith-Midland in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
7% more funds holding
Funds holding: 27 → 29 (+2)
1.01% more ownership
Funds ownership: 38.51% → 39.53% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
22% less capital invested
Capital invested by funds: $53.9M → $42M (-$11.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
+$1.11M |
| 2 |
FIA
FNY Investment Advisers
New York
|
+$109K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$83.3K |
| 4 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$34.4K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$23.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$259K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$253K |
| 3 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$141K |
| 4 |
Bank of New York Mellon
New York
|
-$72.8K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$15.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ATC
26
Adirondack Trust Company
Saratoga Springs,
New York
| $6.76K | – | – | – |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $4K | +$4.37K | +200 | New |
|
28
Wells Fargo
San Francisco,
California
| $3.94K | -$546 | -25 | -12% |
|
29
Dimensional Fund Advisors
Austin,
Texas
| $360 | +$23.3K | +1,066 | +6% |
|
|
30
Renaissance Technologies
New York
| – | -$259K | -9,700 | Closed |
|
|
31
Citadel Advisors
Miami,
Florida
| – | -$253K | -9,451 | Closed |
|
SMID Hedge Fund Activity: Q4 2022 in Review
29 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Smith-Midland (SMID) for Q4 2022, worth a combined $42M — down 22% from $53.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SMID positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Thompson Davis & Co, adding an estimated $1.11M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $259K sold.
- 29 institutional investors held Smith-Midland (SMID) as of Q4 2022, up from 27 in Q3 2022.
- Funds reported $42M of Smith-Midland stock for Q4 2022, down 22% quarter-over-quarter.
- 5 funds opened new Smith-Midland positions in Q4 2022 and 2 closed out, a net change of +3 holders.
- The largest Smith-Midland buyer in Q4 2022 was Thompson Davis & Co, an estimated $1.11M added.
- The largest Smith-Midland seller in Q4 2022 was Renaissance Technologies, an estimated $259K sold.
Based on aggregated 13F filings for Q4 2022.