Smith-Midland
SMID
28 hedge funds and large institutions have $38.6M invested in Smith-Midland in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.21% less ownership
Funds ownership: 39.53% → 39.32% (-0.21%)
3% less funds holding
Funds holding: 29 → 28 (-1)
8% less capital invested
Capital invested by funds: $42M → $38.6M (-$3.44M)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$183K |
| 2 |
BA
Bard Associates
Chicago,
Illinois
|
+$53.7K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$19.9K |
| 4 |
Morgan Stanley
New York
|
+$19.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$14.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$232K |
| 2 |
FIA
FNY Investment Advisers
New York
|
-$102K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$78.2K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$49.3K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$30.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $4.11K | -$5.25K | -264 | -55% |
|
27
Wells Fargo
San Francisco,
California
| $3.6K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$1.49K | +75 | New |
|
|
GC
29
Guggenheim Capital
Chicago,
Illinois
| – | -$232K | -11,320 | Closed |
|
|
FIA
30
FNY Investment Advisers
New York
| – | -$102K | -5,000 | Closed |
|
|
NA
31
NewEdge Advisors
New Orleans,
Louisiana
| – | -$78.2K | -3,813 | Closed |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| – | -$4K | -200 | Closed |
|
SMID Hedge Fund Activity: Q1 2023 in Review
28 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Smith-Midland (SMID) for Q1 2023, worth a combined $38.6M — down 8.2% from $42M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SMID and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 5 added.
The largest buyer was Vanguard Group, adding an estimated $183K. The largest seller was Guggenheim Capital, exiting entirely with an estimated $232K sold.
- 28 institutional investors held Smith-Midland (SMID) as of Q1 2023, down from 29 in Q4 2022.
- Funds reported $38.6M of Smith-Midland stock for Q1 2023, down 8.2% quarter-over-quarter.
- 3 funds opened new Smith-Midland positions in Q1 2023 and 4 closed out, a net change of -1 holder.
- The largest Smith-Midland buyer in Q1 2023 was Vanguard Group, an estimated $183K added.
- The largest Smith-Midland seller in Q1 2023 was Guggenheim Capital, an estimated $232K sold.
Based on aggregated 13F filings for Q1 2023.