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Smith-Midland
SMID

44 hedge funds and large institutions have $130M invested in Smith-Midland in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

34% more capital invested

Capital invested by funds: $97M → $130M (+$33.1M)

19% more funds holding

Funds holding: 37 → 44 (+7)

5.96% more ownership

Funds ownership: 46.71% → 52.67% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
44
Holders Change
+7
Holders Change %
+18.92%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
13
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TDC
Thompson Davis & Co
Virginia
+$8.06M
2
Invesco
Invesco
Georgia
+$3.31M
3
Millennium Management
Millennium Management
New York
+$1.78M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.04M
5
Goldman Sachs
Goldman Sachs
New York
+$821K

Top Sellers

Rank Fund Capital Flow
1
BA
Bard Associates
Illinois
-$4.11M
2
BlackRock
BlackRock
New York
-$427K
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$369K
4
ECM
ExodusPoint Capital Management
New York
-$303K
5
6CM
683 Capital Management
New York
-$268K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCMO
26
Buckingham Capital Management (Ohio)
Ohio
$470K – – –
HF
27
HRT Financial
New York
$410K +$356K +8,743 New
MTIM
28
Marathon Trading Investment Management
Pennsylvania
$384K +$334K +8,183 New
Marshall Wace
29
Marshall Wace
United Kingdom
$358K +$310K +7,611 New
CSC
30
Caldwell Sutter Capital
California
$342K – – –
KAS
31
Kestra Advisory Services
Texas
$327K – – –
YIH
32
Y-Intercept (HK)
Hong Kong
$277K +$241K +5,899 New
Morgan Stanley
33
Morgan Stanley
New York
$259K -$194K -4,758 -46%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$227K -$149K -3,650 -43%
JP Morgan Chase
35
JP Morgan Chase
New York
$214K -$57.4K -1,407 -24%
NA
36
NewEdge Advisors
Louisiana
$117K – – –
UBS Group
37
UBS Group
Switzerland
$30.7K +$26.7K +654 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$24K -$3.18K -78 -13%
ATC
39
Adirondack Trust Company
New York
$15.5K – – –
HI
40
Harbour Investments
Wisconsin
$10.6K – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$2.16K +$1.88K +46 New
Wells Fargo
42
Wells Fargo
California
$1.6K – – –
FCAS
43
First Command Advisory Services
Texas
$940 +$815 +20 New
Macquarie Group
44
Macquarie Group
Australia
$4 +$3.63K +89 New
Diamond Hill Capital Management
45
Diamond Hill Capital Management
Ohio
– -$369K -9,350 Closed
ECM
46
ExodusPoint Capital Management
New York
– -$303K -7,683 Closed
6CM
47
683 Capital Management
New York
– -$268K -6,777 Closed
Barclays
48
Barclays
United Kingdom
– -$152K -3,840 Closed
Victory Capital Management
49
Victory Capital Management
Texas
– -$148K -3,744 Closed
1
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SMID Hedge Fund Activity: Q1 2024 in Review

44 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Smith-Midland (SMID) for Q1 2024, worth a combined $130M — up 34% from $97M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SMID positions and 5 closed out — a net gain of 7 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was Thompson Davis & Co, adding an estimated $8.06M. The largest seller was Bard Associates, cutting an estimated $4.11M.

  • 44 institutional investors held Smith-Midland (SMID) as of Q1 2024, up from 37 in Q4 2023.
  • Funds reported $130M of Smith-Midland stock for Q1 2024, up 34% quarter-over-quarter.
  • 12 funds opened new Smith-Midland positions in Q1 2024 and 5 closed out, a net change of +7 holders.
  • The largest Smith-Midland buyer in Q1 2024 was Thompson Davis & Co, an estimated $8.06M added.
  • The largest Smith-Midland seller in Q1 2024 was Bard Associates, an estimated $4.11M sold.

Based on aggregated 13F filings for Q1 2024.