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Smith-Midland
SMID

58 hedge funds and large institutions have $143M invested in Smith-Midland in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $105M → $143M (+$37.9M)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

4% more funds holding

Funds holding: 56 → 58 (+2)

1.58% more ownership

Funds ownership: 59.12% → 60.7% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
20
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TDC
Thompson Davis & Co
Virginia
+$1.35M
2
JP Morgan Chase
JP Morgan Chase
New York
+$668K
3
Lazard Asset Management
Lazard Asset Management
New York
+$429K
4
WG
Winton Group
United Kingdom
+$387K
5
UBS Group
UBS Group
Switzerland
+$367K

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$378K
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$369K
3
Millennium Management
Millennium Management
New York
-$358K
4
Citadel Advisors
Citadel Advisors
Florida
-$351K
5
Renaissance Technologies
Renaissance Technologies
New York
-$270K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$5.88K +$2.98K +75 +132%
TWC
52
TD Waterhouse Canada
Ontario, Canada
$4.4K +$3.98K +100 New
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$2K -$80 -2 -5%
Nisa Investment Advisors
54
Nisa Investment Advisors
Missouri
$578 – – –
Russell Investments Group
55
Russell Investments Group
United Kingdom
$534 – – –
GI
56
GAMMA Investing
California
$534 +$477 +12 New
SCM
57
Sterling Capital Management
North Carolina
$222 – – –
IA
58
IFP Advisors
Florida
$44 +$40 +1 New
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
– -$369K -11,048 Closed
Millennium Management
60
Millennium Management
New York
– -$358K -10,729 Closed
Citadel Advisors
61
Citadel Advisors
Florida
– -$351K -10,499 Closed
Renaissance Technologies
62
Renaissance Technologies
New York
– -$270K -8,100 Closed
IAIM
63
International Assets Investment Management
Florida
– -$200 -6,678 Closed
SPIA
64
Steward Partners Investment Advisory
New York
– -$37.6K -1,125 Closed
CPA
65
Capital Performance Advisors
California
– -$67 -2 Closed
1 2
3

SMID Hedge Fund Activity: Q4 2024 in Review

58 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Smith-Midland (SMID) for Q4 2024, worth a combined $143M — up 36% from $105M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMID positions and 7 closed out — a net gain of 2 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was Thompson Davis & Co, adding an estimated $1.35M. The largest seller was Corient Private Wealth, cutting an estimated $378K.

  • 58 institutional investors held Smith-Midland (SMID) as of Q4 2024, up from 56 in Q3 2024.
  • Funds reported $143M of Smith-Midland stock for Q4 2024, up 36% quarter-over-quarter.
  • 9 funds opened new Smith-Midland positions in Q4 2024 and 7 closed out, a net change of +2 holders.
  • The largest Smith-Midland buyer in Q4 2024 was Thompson Davis & Co, an estimated $1.35M added.
  • The largest Smith-Midland seller in Q4 2024 was Corient Private Wealth, an estimated $378K sold.

Based on aggregated 13F filings for Q4 2024.