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Smith-Midland
SMID

Overview Fund Activity

28 hedge funds and large institutions have $42M invested in Smith-Midland in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.45%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
6
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TDC
Thompson Davis & Co
Virginia
+$2.1M
2
NIM
Needham Investment Management
New York
+$263K
3
HIMC
Heritage Investors Management Corp
Maryland
+$54.4K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$40K
5
NA
NewEdge Advisors
Louisiana
+$9.51K

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$263K
2
CSC
Caldwell Sutter Capital
California
-$159K
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$66.3K
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$23K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$15.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$3.8K +$3.8K +200 New
HI
27
Harbour Investments
Wisconsin
$2.55K – – –
Wells Fargo
28
Wells Fargo
California
$608 – – –
Bank of New York Mellon
29
Bank of New York Mellon
New York
– -$263K -11,162 Closed
1
2