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SMMF

Summit Financial Group, Inc.
SMMF

Delisted

SMMF was delisted on the 2nd of May, 2024.

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25 hedge funds and large institutions have $9M invested in Summit Financial Group, Inc. in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

15% more capital invested

Capital invested by funds: $7.82M → $9M (+$1.18M)

9% more funds holding

Funds holding: 23 → 25 (+2)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$530K
2
GJL
Gendell Jeffrey L
+$260K
3
MCWS
McKinley Carter Wealth Services
West Virginia
+$230K
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$228K
5
TH
TCTC Holdings
Texas
+$146K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$24K
2
SCM
Schneider Capital Management
Pennsylvania
-$10.8K
3
TRCT
Tower Research Capital (TRC)
New York
-$8.45K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
– +$291 +25 New
1
2

SMMF Hedge Fund Activity: Q2 2015 in Review

25 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q2 2015, worth a combined $9M — up 15% from $7.82M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SMMF positions and 1 closed out — a net gain of 2 holders — while 15 added to existing stakes and 2 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $530K. The largest seller was UBS Group, exiting entirely with an estimated $24K sold.

  • 25 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q2 2015, up from 23 in Q1 2015.
  • Funds reported $9M of Summit Financial Group, Inc. stock for Q2 2015, up 15% quarter-over-quarter.
  • 3 funds opened new Summit Financial Group, Inc. positions in Q2 2015 and 1 closed out, a net change of +2 holders.
  • The largest Summit Financial Group, Inc. buyer in Q2 2015 was HighTower Advisors, an estimated $530K added.
  • The largest Summit Financial Group, Inc. seller in Q2 2015 was UBS Group, an estimated $24K sold.

Based on aggregated 13F filings for Q2 2015.