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Smith-Midland

22 hedge funds and large institutions have $12.6M invested in Smith-Midland in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
12
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BA
1
Bard Associates
Illinois
$3.02M +$2.02M +145,615 +203%
NIM
2
Needham Investment Management
New York
$2.22M +$312K +22,500 +16%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.85M +$258K +18,626 +16%
RC
4
RBF Capital
California
$1.06M
IC
5
Inverness Counsel
New York
$794K +$257K +18,500 +48%
Bank of America
6
Bank of America
North Carolina
$708K +$699K +50,350 +7,372%
HIMC
7
Heritage Investors Management Corp
Maryland
$607K
Diamond Hill Capital Management
8
Diamond Hill Capital Management
Ohio
$449K +$168K +12,077 +60%
PAIM
9
Punch & Associates Investment Management
Minnesota
$437K -$1.49M -107,650 -77%
OSAM
10
O'Shaughnessy Asset Management
Connecticut
$303K +$64.8K +4,675 +27%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$294K +$66.2K +4,787 +29%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$261K +$11.2K +811 +4%
BEAM
13
Baker Ellis Asset Management
Washington
$233K -$22K -1,300 -9%
BlackRock
14
BlackRock
New York
$147K +$5.43K +392 +4%
State Street
15
State Street
Massachusetts
$141K
UBS Group
16
UBS Group
Switzerland
$28K +$12.6K +900 +82%
TRCT
17
Tower Research Capital (TRC)
New York
$27K +$27K +1,959 New
JIR
18
James Investment Research
Ohio
$19K
Osaic Holdings
19
Osaic Holdings
Arizona
$15K +$10.9K +800 +267%
Morgan Stanley
20
Morgan Stanley
New York
$14K -$9.8K -700 -41%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$14K
EI
22
EAM Investors
California
-$1.71M -72,513 Closed
APA
23
American Portfolios Advisors
New York
-$27.4K -1,163 Closed