We are live on ! Find out more
SMID icon

Smith-Midland

49 hedge funds and large institutions have $83.1M invested in Smith-Midland in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

11% more funds holding

Funds holding: 4449 (+5)

3.94% more ownership

Funds ownership: 52.67%56.6% (+3.9%)

36% less capital invested

Capital invested by funds: $130M → $83.1M (-$47.1M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
14
Reduced
10
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
26
Caldwell Sutter Capital
California
$201K
Morgan Stanley
27
Morgan Stanley
New York
$184K +$41.4K +1,131 +20%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$125K +$166K +4,528 New
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$99.7K +$132K +3,600 New
JP Morgan Chase
30
JP Morgan Chase
New York
$80.7K -$60.2K -1,647 -36%
CF
31
Corebridge Financial
Texas
$67K +$88.5K +2,418 New
Barclays
32
Barclays
United Kingdom
$57.5K +$76K +2,077 New
Wells Fargo
33
Wells Fargo
California
$39.8K +$51.4K +1,405 +4,132%
UBS Group
34
UBS Group
Switzerland
$37.6K +$25.8K +705 +108%
MIM
35
MetLife Investment Management
New Jersey
$34.6K +$45.8K +1,251 New
SPIA
36
Steward Partners Investment Advisory
New York
$31.2K +$41.2K +1,125 New
Citigroup
37
Citigroup
New York
$27.1K -$466K -12,742 -93%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$26K +$15K +409 +80%
Legal & General Group
39
Legal & General Group
United Kingdom
$13.8K +$18.3K +499 New
AIP
40
Ameritas Investment Partners
Nebraska
$12.2K +$16.1K +440 New
ATC
41
Adirondack Trust Company
New York
$9.13K
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$9.03K +$11.9K +326 New
IAIM
43
International Assets Investment Management
Florida
$5.54K +$7.32K +200 New
AB
44
Amalgamated Bank
New York
$4K +$5.67K +155 New
HI
45
Harbour Investments
Wisconsin
$3.71K -$3.37K -92 -41%
Deutsche Bank
46
Deutsche Bank
Germany
$3.46K +$4.57K +125 New
Osaic Holdings
47
Osaic Holdings
Arizona
$2.77K +$3.66K +100 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$1.27K
Lazard Asset Management
49
Lazard Asset Management
New York
$1K +$2.38K +65 New
Invesco
50
Invesco
Georgia
-$3.81M -81,058 Closed

SMID Hedge Fund Activity: Q2 2024 in Review

49 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Smith-Midland (SMID) for Q2 2024, worth a combined $83.1M — down 36% from $130M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SMID positions and 13 closed out — a net gain of 5 holders — while 14 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, adding an estimated $7.37M. The largest seller was Invesco, exiting entirely with an estimated $3.81M sold.

  • 49 institutional investors held Smith-Midland (SMID) as of Q2 2024, up from 44 in Q1 2024.
  • Funds reported $83.1M of Smith-Midland stock for Q2 2024, down 36% quarter-over-quarter.
  • 18 funds opened new Smith-Midland positions in Q2 2024 and 13 closed out, a net change of +5 holders.
  • The largest Smith-Midland buyer in Q2 2024 was BlackRock, an estimated $7.37M added.
  • The largest Smith-Midland seller in Q2 2024 was Invesco, an estimated $3.81M sold.

Based on aggregated 13F filings for Q2 2024.