Smith-Midland
SMID
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.
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: 49 → 56 (+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: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
+$2.67M |
| 2 |
NIM
Needham Investment Management
New York
|
+$800K |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$796K |
| 4 |
BlackRock
New York
|
+$792K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$336K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$1.09M |
| 2 |
Man Group
London,
United Kingdom
|
-$295K |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$257K |
| 4 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
-$95.9K |
| 5 |
Renaissance Technologies
New York
|
-$83.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$1.22K | +38 | New |
|
52
Nisa Investment Advisors
St. Louis,
Missouri
| $434 | +$416 | +13 | New |
|
53
Russell Investments Group
London,
United Kingdom
| $401 | +$384 | +12 | New |
|
|
IAIM
54
International Assets Investment Management
Orlando,
Florida
| $200 | +$207K | +6,478 | +3,239% |
|
|
SCM
55
Sterling Capital Management
Charlotte,
North Carolina
| $167 | +$160 | +5 | New |
|
|
CPA
56
Capital Performance Advisors
Walnut Creek,
California
| $67 | +$64 | +2 | New |
|
|
57
Man Group
London,
United Kingdom
| – | -$295K | -10,654 | Closed |
|
|
58
Marshall Wace
London,
United Kingdom
| – | -$257K | -9,265 | Closed |
|
|
HI
59
Harbour Investments
Madison,
Wisconsin
| – | -$3.71K | -134 | Closed |
|
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.