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Smith-Midland

56 hedge funds and large institutions have $105M invested in Smith-Midland in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

27% more capital invested

Capital invested by funds: $83.1M → $105M (+$22.3M)

14% more funds holding

Funds holding: 4956 (+7)

2.51% more ownership

Funds ownership: 56.6%59.12% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
56
Holders Change
+7
Holders Change %
+14.29%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
21
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Davenport & Co
Virginia
$240K -$64K -2,000 -22%
Barclays
27
Barclays
United Kingdom
$233K +$157K +4,907 +236%
N
28
Nuveen
North Carolina
$203K +$194K +6,070 New
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$152K +$512 +16 +0.4%
CSC
30
Caldwell Sutter Capital
California
$143K -$95.9K -3,000 -41%
Citigroup
31
Citigroup
New York
$108K +$72.4K +2,265 +232%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$100K -$19.2K -600 -17%
JP Morgan Chase
33
JP Morgan Chase
New York
$98.5K +$1.15K +36 +1%
MIM
34
MetLife Investment Management
New Jersey
$95.7K +$51.7K +1,615 +129%
Mirae Asset Global ETFs Holdings
35
Mirae Asset Global ETFs Holdings
Hong Kong
$84.1K +$80.6K +2,520 New
UBS Group
36
UBS Group
Switzerland
$83.3K +$36.4K +1,137 +84%
CF
37
Corebridge Financial
Texas
$80.2K -$480 -15 -0.6%
Wells Fargo
38
Wells Fargo
California
$46.2K -$1.76K -55 -4%
SPIA
39
Steward Partners Investment Advisory
New York
$37.6K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$35K +$3.52K +110 +12%
Legal & General Group
41
Legal & General Group
United Kingdom
$16.7K
AIP
42
Ameritas Investment Partners
Nebraska
$14.7K
Osaic Holdings
43
Osaic Holdings
Arizona
$13.4K +$9.6K +300 +300%
TRCT
44
Tower Research Capital (TRC)
New York
$11.6K +$11.1K +347 New
ATC
45
Adirondack Trust Company
New York
$11K
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$10.9K
AB
47
Amalgamated Bank
New York
$5K
Deutsche Bank
48
Deutsche Bank
Germany
$4.17K
Lazard Asset Management
49
Lazard Asset Management
New York
$2K +$32 +1 +2%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$1.89K +$352 +11 +24%

SMID Hedge Fund Activity: Q3 2024 in Review

56 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Smith-Midland (SMID) for Q3 2024, worth a combined $105M — up 27% from $83.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SMID positions and 3 closed out — a net gain of 7 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Thompson Davis & Co, adding an estimated $2.67M. The largest seller was Rockefeller Capital Management, cutting an estimated $1.09M.

  • 56 institutional investors held Smith-Midland (SMID) as of Q3 2024, up from 49 in Q2 2024.
  • Funds reported $105M of Smith-Midland stock for Q3 2024, up 27% quarter-over-quarter.
  • 10 funds opened new Smith-Midland positions in Q3 2024 and 3 closed out, a net change of +7 holders.
  • The largest Smith-Midland buyer in Q3 2024 was Thompson Davis & Co, an estimated $2.67M added.
  • The largest Smith-Midland seller in Q3 2024 was Rockefeller Capital Management, an estimated $1.09M sold.

Based on aggregated 13F filings for Q3 2024.