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Smith-Midland
SMID

Overview Fund Activity

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
Holders
44
Holders Change
+7
Holders Change %
+18.92%
% of All Funds
0.64%
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

1
TDC
Thompson Davis & Co
Virginia
+$9.29M
2
Invesco
Invesco
Georgia
+$3.81M
3
Millennium Management
Millennium Management
New York
+$2.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.2M
5
Goldman Sachs
Goldman Sachs
New York
+$946K

Top Sellers

1
BA
Bard Associates
Illinois
-$4.74M
2
BlackRock
BlackRock
New York
-$492K
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 		Shares
Change %
BCMO
26
Buckingham Capital Management (Ohio)
Ohio
$470K – – –
HF
27
HRT Financial
New York
$410K +$410K +8,743 New
MTIM
28
Marathon Trading Investment Management
Pennsylvania
$384K +$384K +8,183 New
Marshall Wace
29
Marshall Wace
United Kingdom
$358K +$358K +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 +$277K +5,899 New
Morgan Stanley
33
Morgan Stanley
New York
$259K -$224K -4,758 -46%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$227K -$171K -3,650 -43%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$214K -$66.1K -1,407 -24%
NA
36
NewEdge Advisors
Louisiana
$117K – – –
UBS Group
37
UBS Group
Switzerland
$30.7K +$30.7K +654 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$24K -$3.64K -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 +$2.16K +46 New
Wells Fargo
42
Wells Fargo
California
$1.6K – – –
FCAS
43
First Command Advisory Services
Texas
$940 +$940 +20 New
Macquarie Group
44
Macquarie Group
Australia
$4 +$4 +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
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