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Smith-Midland
SMID

Overview Fund Activity

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
Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.77%
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

1
TDC
Thompson Davis & Co
Virginia
+$1.51M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$747K
3
Lazard Asset Management
Lazard Asset Management
New York
+$479K
4
WG
Winton Group
United Kingdom
+$433K
5
UBS Group
UBS Group
Switzerland
+$410K

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$422K
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 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$5.88K +$3.34K +75 +132%
TWC
52
TD Waterhouse Canada
Ontario, Canada
$4.4K +$4.4K +100 New
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$2K -$111 -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 +$534 +12 New
SCM
57
Sterling Capital Management
North Carolina
$222 – – –
IA
58
IFP Advisors
Florida
$44 +$44 +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
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