Smith-Midland
SMID
28 hedge funds and large institutions have $38.6M invested in Smith-Midland in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.
0.13% more ownership
Funds ownership: 39.19% → 39.32% (+0.13%)
0% more funds holding
Funds holding: 28 → 28 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
8% less capital invested
Capital invested by funds: $42M → $38.6M (-$3.44M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$183K |
| 2 |
BA
Bard Associates
Chicago,
Illinois
|
+$53.7K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$19.9K |
| 4 |
Morgan Stanley
New York
|
+$19.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$14.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$232K |
| 2 |
FIA
FNY Investment Advisers
New York
|
-$102K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$78.2K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$49.3K |
| 5 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
-$29.5K |
SMID Hedge Fund Activity: Q1 2023 in Review
28 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Smith-Midland (SMID) for Q1 2023, worth a combined $38.6M — down 8.2% from $42M a quarter earlier.
Fund positioning in SMID was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 5 trimmed.
The largest buyer was Vanguard Group, adding an estimated $183K. The largest seller was Guggenheim Capital, exiting entirely with an estimated $232K sold.
- 28 institutional investors held Smith-Midland (SMID) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $38.6M of Smith-Midland stock for Q1 2023, down 8.2% quarter-over-quarter.
- 4 funds opened new Smith-Midland positions in Q1 2023 and 4 closed out, a net change of 0 holders.
- The largest Smith-Midland buyer in Q1 2023 was Vanguard Group, an estimated $183K added.
- The largest Smith-Midland seller in Q1 2023 was Guggenheim Capital, an estimated $232K sold.
Based on aggregated 13F filings for Q1 2023.