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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 %
TDC
1
Thompson Davis & Co
Virginia
$79.4M +$1.51M +33,957 +2%
BlackRock
2
BlackRock
New York
$11.2M +$239K +5,372 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.4M +$134K +3,017 +1%
NIM
4
Needham Investment Management
New York
$9.38M +$44.5K +1,000 +0.5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.49M -$7.16K -161 -0.2%
BA
6
Bard Associates
Illinois
$3.81M -$31.1K -700 -0.8%
RC
7
RBF Capital
California
$3.3M -$17.8K -400 -0.5%
Corient Private Wealth
8
Corient Private Wealth
Florida
$2.3M -$422K -9,500 -16%
RHJA
9
Rice Hall James & Associates
California
$2.28M -$24.6K -554 -1%
State Street
10
State Street
Massachusetts
$2.22M -$209K -4,710 -9%
Northern Trust
11
Northern Trust
Illinois
$2.01M +$256K +5,747 +15%
HIMC
12
Heritage Investors Management Corp
Maryland
$1.7M -$1.42K -32 -0.1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.42M +$100K +2,252 +8%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$878K +$747K +16,798 +569%
Bank of America
15
Bank of America
North Carolina
$641K +$54.7K +1,230 +9%
Charles Schwab
16
Charles Schwab
California
$582K +$32.5K +732 +6%
Morgan Stanley
17
Morgan Stanley
New York
$563K -$13.1K -295 -2%
IB
18
Intrust Bank
Kansas
$538K – – –
UBS Group
19
UBS Group
Switzerland
$521K +$410K +9,230 +370%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$495K +$69K +1,553 +16%
Goldman Sachs
21
Goldman Sachs
New York
$489K +$139K +3,131 +40%
Lazard Asset Management
22
Lazard Asset Management
New York
$482K +$479K +10,783 +16,338%
BCMO
23
Buckingham Capital Management (Ohio)
Ohio
$445K – – –
WG
24
Winton Group
United Kingdom
$433K +$433K +9,744 New
PP
25
PDT Partners
New York
$338K – – –
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