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Smith-Midland
SMID

37 hedge funds and large institutions have $96.8M invested in Smith-Midland in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

131% more capital invested

Capital invested by funds: $42M → $96.8M (+$54.9M)

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

32% more funds holding

Funds holding: 28 → 37 (+9)

4.64% more ownership

Funds ownership: 41.97% → 46.61% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
37
Holders Change
+9
Holders Change %
+32.14%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
13
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TDC
Thompson Davis & Co
Virginia
+$3.38M
2
NIM
Needham Investment Management
New York
+$537K
3
Renaissance Technologies
Renaissance Technologies
New York
+$451K
4
Millennium Management
Millennium Management
New York
+$419K
5
Northern Trust
Northern Trust
Illinois
+$355K

Top Sellers

Rank Fund Capital Flow
1
BA
Bard Associates
Illinois
-$563K
2
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$432K
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$165K
4
HIMC
Heritage Investors Management Corp
Maryland
-$117K
5
CSC
Caldwell Sutter Capital
California
-$74.2K

SMID Hedge Fund Activity: Q4 2023 in Review

37 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Smith-Midland (SMID) for Q4 2023, worth a combined $96.8M — up 131% from $42M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SMID positions and 5 closed out — a net gain of 9 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Thompson Davis & Co, adding an estimated $3.38M. The largest seller was Bard Associates, cutting an estimated $563K.

  • 37 institutional investors held Smith-Midland (SMID) as of Q4 2023, up from 28 in Q3 2023.
  • Funds reported $96.8M of Smith-Midland stock for Q4 2023, up 131% quarter-over-quarter.
  • 14 funds opened new Smith-Midland positions in Q4 2023 and 5 closed out, a net change of +9 holders.
  • The largest Smith-Midland buyer in Q4 2023 was Thompson Davis & Co, an estimated $3.38M added.
  • The largest Smith-Midland seller in Q4 2023 was Bard Associates, an estimated $563K sold.

Based on aggregated 13F filings for Q4 2023.