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Smith-Midland

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

36% more capital invested

Capital invested by funds: $105M → $143M (+$37.9M)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

4% more funds holding

Funds holding: 5658 (+2)

1.58% more ownership

Funds ownership: 59.12%60.7% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.76%
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
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
1
Thompson Davis & Co
Virginia
$79.4M +$1.35M +33,957 +2%
BlackRock
2
BlackRock
New York
$11.2M +$214K +5,372 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.4M +$120K +3,017 +1%
NIM
4
Needham Investment Management
New York
$9.38M +$39.8K +1,000 +0.5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.49M -$6.4K -161 -0.2%
BA
6
Bard Associates
Illinois
$3.81M -$27.8K -700 -0.8%
RC
7
RBF Capital
California
$3.3M -$15.9K -400 -0.5%
Corient Private Wealth
8
Corient Private Wealth
Florida
$2.3M -$378K -9,500 -16%
RHJA
9
Rice Hall James & Associates
California
$2.28M -$22K -554 -1%
State Street
10
State Street
Massachusetts
$2.22M -$187K -4,710 -9%
Northern Trust
11
Northern Trust
Illinois
$2.01M +$229K +5,747 +15%
HIMC
12
Heritage Investors Management Corp
Maryland
$1.7M -$1.27K -32 -0.1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.42M +$89.5K +2,252 +8%
JP Morgan Chase
14
JP Morgan Chase
New York
$878K +$668K +16,798 +569%
Bank of America
15
Bank of America
North Carolina
$641K +$48.9K +1,230 +9%
Charles Schwab
16
Charles Schwab
California
$582K +$29.1K +732 +6%
Morgan Stanley
17
Morgan Stanley
New York
$563K -$11.7K -295 -2%
IB
18
Intrust Bank
Kansas
$538K
UBS Group
19
UBS Group
Switzerland
$521K +$367K +9,230 +370%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$495K +$61.8K +1,553 +16%
Goldman Sachs
21
Goldman Sachs
New York
$489K +$124K +3,131 +40%
Lazard Asset Management
22
Lazard Asset Management
New York
$482K +$429K +10,783 +16,338%
BCMO
23
Buckingham Capital Management (Ohio)
Ohio
$445K
WG
24
Winton Group
United Kingdom
$433K +$387K +9,744 New
PP
25
PDT Partners
New York
$338K

SMID Hedge Fund Activity: Q4 2024 in Review

58 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Smith-Midland (SMID) for Q4 2024, worth a combined $143M — up 36% from $105M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMID positions and 7 closed out — a net gain of 2 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was Thompson Davis & Co, adding an estimated $1.35M. The largest seller was Corient Private Wealth, cutting an estimated $378K.

  • 58 institutional investors held Smith-Midland (SMID) as of Q4 2024, up from 56 in Q3 2024.
  • Funds reported $143M of Smith-Midland stock for Q4 2024, up 36% quarter-over-quarter.
  • 9 funds opened new Smith-Midland positions in Q4 2024 and 7 closed out, a net change of +2 holders.
  • The largest Smith-Midland buyer in Q4 2024 was Thompson Davis & Co, an estimated $1.35M added.
  • The largest Smith-Midland seller in Q4 2024 was Corient Private Wealth, an estimated $378K sold.

Based on aggregated 13F filings for Q4 2024.