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Smith-Midland
SMID

56 hedge funds and large institutions have $99.4M invested in Smith-Midland in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.44% less ownership

Funds ownership: 60.7% → 60.26% (-0.44%)

3% less funds holding

Funds holding: 58 → 56 (-2)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

31% less capital invested

Capital invested by funds: $143M → $99.4M (-$43.9M)

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
15
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TDC
Thompson Davis & Co
Virginia
+$996K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$183K
3
Marshall Wace
Marshall Wace
United Kingdom
+$102K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$99.9K
5
State Street
State Street
Massachusetts
+$59K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$489K
2
DC
Davenport & Co
Virginia
-$280K
3
N
Nuveen
North Carolina
-$270K
4
KAS
Kestra Advisory Services
Texas
-$258K
5
UBS Group
UBS Group
Switzerland
-$237K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$151K – – –
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$133K +$13.7K +372 +10%
CSC
28
Caldwell Sutter Capital
California
$102K – – –
Citigroup
29
Citigroup
New York
$101K -$14.9K -405 -11%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$93.2K – – –
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$92.7K +$50.3K +1,365 +84%
MIM
32
MetLife Investment Management
New Jersey
$89K – – –
Mirae Asset Global ETFs Holdings
33
Mirae Asset Global ETFs Holdings
Hong Kong
$83.1K +$2.88K +78 +3%
CF
34
Corebridge Financial
Texas
$69.5K -$1.22K -33 -1%
Wells Fargo
35
Wells Fargo
California
$67.8K -$1.92K -52 -2%
Osaic Holdings
36
Osaic Holdings
Arizona
$43.3K +$18.2K +494 +55%
SIS
37
Sound Income Strategies
Florida
$33.6K – – –
PFSRSONJ
38
Police & Firemen's Retirement System of New Jersey
New Jersey
$32.3K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$31K +$7.71K +209 +27%
Legal & General Group
40
Legal & General Group
United Kingdom
$14.8K – – –
AIP
41
Ameritas Investment Partners
Nebraska
$13.7K – – –
ATC
42
Adirondack Trust Company
New York
$10.2K – – –
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$10.1K – – –
TRCT
44
Tower Research Capital (TRC)
New York
$9.32K -$627 -17 -5%
AB
45
Amalgamated Bank
New York
$5K – – –
GI
46
GAMMA Investing
California
$4.72K +$5.16K +140 +1,167%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$3.8K -$369 -10 -8%
TWC
48
TD Waterhouse Canada
Ontario, Canada
$3.26K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.06K +56 +156%
SC
50
SouthState Corp
Florida
$1.03K +$1.22K +33 New
1
2
3

SMID Hedge Fund Activity: Q1 2025 in Review

56 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Smith-Midland (SMID) for Q1 2025, worth a combined $99.4M — down 31% from $143M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SMID and 3 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 15 added.

The largest buyer was Thompson Davis & Co, adding an estimated $996K. The largest seller was Goldman Sachs, exiting entirely with an estimated $489K sold.

  • 56 institutional investors held Smith-Midland (SMID) as of Q1 2025, down from 58 in Q4 2024.
  • Funds reported $99.4M of Smith-Midland stock for Q1 2025, down 31% quarter-over-quarter.
  • 3 funds opened new Smith-Midland positions in Q1 2025 and 4 closed out, a net change of -1 holder.
  • The largest Smith-Midland buyer in Q1 2025 was Thompson Davis & Co, an estimated $996K added.
  • The largest Smith-Midland seller in Q1 2025 was Goldman Sachs, an estimated $489K sold.

Based on aggregated 13F filings for Q1 2025.