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SMMF

Summit Financial Group, Inc.

Delisted

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

57 hedge funds and large institutions have $58.5M invested in Summit Financial Group, Inc. in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 9 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

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

36% more capital invested

Capital invested by funds: $42.8M → $58.5M (+$15.6M)

19% more funds holding

Funds holding: 4857 (+9)

Holders
57
Holders Change
+9
Holders Change %
+18.75%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
24
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$407K +$406K +18,514 New
ZIM
27
Zacks Investment Management
Illinois
$378K
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$312K +$177K +8,098 +133%
BC
29
Burney Company
Virginia
$291K
OAM
30
Oxford Asset Management
United Kingdom
$285K +$283K +12,939 New
TH
31
TCTC Holdings
Texas
$275K
DK
32
Darrell & King
Virginia
$263K +$262K +11,946 New
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$255K +$254K +11,597 New
Morgan Stanley
34
Morgan Stanley
New York
$252K -$32.4K -1,480 -11%
Wells Fargo
35
Wells Fargo
California
$241K
Stifel Financial
36
Stifel Financial
Missouri
$207K +$207K +9,429 New
MLICM
37
Metropolitan Life Insurance Company (MetLife)
New York
$182K +$181K +8,272 New
AIG
38
American International Group
New York
$148K +$35.4K +1,615 +31%
NFA
39
Nationwide Fund Advisors
Ohio
$132K +$29.1K +1,328 +29%
JP Morgan Chase
40
JP Morgan Chase
New York
$128K -$87.3K -3,985 -41%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$113K -$66 -3 -0.1%
AG
42
Advisor Group
Arizona
$104K +$104K +4,727 New
Bank of America
43
Bank of America
North Carolina
$90K -$32.3K -1,473 -26%
Legal & General Group
44
Legal & General Group
United Kingdom
$68K +$36.3K +1,656 +114%
WCM
45
Wealthcare Capital Management
Virginia
$68K +$67.3K +3,071 New
Russell Investments Group
46
Russell Investments Group
United Kingdom
$65K -$120K -5,458 -65%
Creative Planning
47
Creative Planning
Kansas
$65K
SO
48
STRS Ohio
Ohio
$26K +$26.3K +1,200 New
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$21.3K +$20.8K +951 +5,594%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$14K -$3.72K -170 -22%

SMMF Hedge Fund Activity: Q2 2017 in Review

57 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q2 2017, worth a combined $58.5M — up 36% from $42.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SMMF positions and 5 closed out — a net gain of 9 holders — while 24 added to existing stakes and 9 trimmed.

The largest buyer was BHZ Capital Management, opening a new position worth an estimated $2.48M. The largest seller was Bowling Portfolio Management, exiting entirely with an estimated $578K sold.

  • 57 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q2 2017, up from 48 in Q1 2017.
  • Funds reported $58.5M of Summit Financial Group, Inc. stock for Q2 2017, up 36% quarter-over-quarter.
  • 14 funds opened new Summit Financial Group, Inc. positions in Q2 2017 and 5 closed out, a net change of +9 holders.
  • The largest Summit Financial Group, Inc. buyer in Q2 2017 was BHZ Capital Management, an estimated $2.48M added.
  • The largest Summit Financial Group, Inc. seller in Q2 2017 was Bowling Portfolio Management, an estimated $578K sold.

Based on aggregated 13F filings for Q2 2017.