SMID icon

Smith-Midland
SMID

Overview Fund Activity

28 hedge funds and large institutions have $38.6M invested in Smith-Midland in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.45%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
5
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$172K
2
BA
Bard Associates
Illinois
+$50.7K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$18.8K
4
Morgan Stanley
Morgan Stanley
New York
+$18.3K
5
UBS Group
UBS Group
Switzerland
+$13.9K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$232K
2
FIA
FNY Investment Advisers
New York
-$102K
3
NA
NewEdge Advisors
Louisiana
-$78.2K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$46.2K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$28.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
TDC
1
Thompson Davis & Co
Virginia
$20.1M -$27.8K -1,484 -0.1%
BA
2
Bard Associates
Illinois
$4.23M +$50.7K +2,700 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.72M +$172K +9,184 +5%
NIM
4
Needham Investment Management
New York
$2.74M – – –
RC
5
RBF Capital
California
$1.44M – – –
Corient Private Wealth
6
Corient Private Wealth
Florida
$1.15M – – –
HIMC
7
Heritage Investors Management Corp
Maryland
$795K -$19 -1 -0%
RHJA
8
Rice Hall James & Associates
California
$794K +$2.98K +159 +0.4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$716K – – –
Luther King Capital Management (LKCM)
10
Luther King Capital Management (LKCM)
Texas
$450K – – –
Diamond Hill Capital Management
11
Diamond Hill Capital Management
Ohio
$394K – – –
BlackRock
12
BlackRock
New York
$366K +$6.19K +330 +2%
CSC
13
Caldwell Sutter Capital
California
$345K – – –
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$301K -$28.7K -1,532 -9%
State Street
15
State Street
Massachusetts
$246K – – –
IB
16
Intrust Bank
Kansas
$227K – – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$209K – – –
Bank of America
18
Bank of America
North Carolina
$189K -$188 -10 -0.1%
JIR
19
James Investment Research
Ohio
$72K – – –
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$37K -$46.2K -2,479 -56%
Morgan Stanley
21
Morgan Stanley
New York
$30K +$18.3K +975 +156%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$19K – – –
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$18.8K +$18.8K +1,000 New
UBS Group
24
UBS Group
Switzerland
$13.9K +$13.9K +740 New
ATC
25
Adirondack Trust Company
New York
$6.19K – – –
1
2