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SMMF

Summit Financial Group, Inc.
SMMF

Delisted

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

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57 hedge funds and large institutions have $72.9M invested in Summit Financial Group, Inc. in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

25% more capital invested

Capital invested by funds: $58.5M → $72.9M (+$14.4M)

0% more funds holding

Funds holding: 57 → 57 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
19
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$3.12M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$992K
3
ROC
River Oaks Capital
Minnesota
+$985K
4
Renaissance Technologies
Renaissance Technologies
New York
+$868K
5
MCM
Maltese Capital Management
New York
+$606K

Top Sellers

Rank Fund Capital Flow
1
SFG
Summit Financial Group
West Virginia
-$1.86M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.74M
3
BCM
BHZ Capital Management
California
-$860K
4
Millennium Management
Millennium Management
New York
-$407K
5
JP Morgan Chase
JP Morgan Chase
New York
-$128K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Teachers Advisors
New York
$486K -$26.4K -1,181 -6%
LSV Asset Management
27
LSV Asset Management
Illinois
$484K – – –
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$443K -$45.2K -2,020 -10%
ZIM
29
Zacks Investment Management
Illinois
$441K – – –
Morgan Stanley
30
Morgan Stanley
New York
$408K +$99.5K +4,449 +39%
Wells Fargo
31
Wells Fargo
California
$388K +$93.1K +4,161 +38%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$364K – – –
BC
33
Burney Company
Virginia
$350K – – –
TH
34
TCTC Holdings
Texas
$321K – – –
DK
35
Darrell & King
Virginia
$307K – – –
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$301K +$2.62K +117 +1%
Axa
37
Axa
France
$267K +$233K +10,400 New
OAM
38
Oxford Asset Management
United Kingdom
$265K -$58.3K -2,604 -20%
CEP
39
Chicago Equity Partners
Illinois
$247K +$215K +9,610 New
Stifel Financial
40
Stifel Financial
Missouri
$242K – – –
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$225K +$80.4K +3,593 +70%
MLICM
42
Metropolitan Life Insurance Company (MetLife)
New York
$212K – – –
AIG
43
American International Group
New York
$187K +$12.2K +545 +8%
NFA
44
Nationwide Fund Advisors
Ohio
$154K – – –
Bank of America
45
Bank of America
North Carolina
$119K +$12.5K +558 +14%
UBS Group
46
UBS Group
Switzerland
$95K +$82.7K +3,697 New
Legal & General Group
47
Legal & General Group
United Kingdom
$81K – – –
WCM
48
Wealthcare Capital Management
Virginia
$79K +$22 +1 +0%
SO
49
STRS Ohio
Ohio
$30K – – –
TRCT
50
Tower Research Capital (TRC)
New York
$26K +$19.8K +884 +884%
1
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3

SMMF Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $72.9M — up 25% from $58.5M a quarter earlier.

Fund positioning in SMMF was balanced in Q3 2017: 8 funds opened new positions, 8 closed out, 19 added to existing stakes and 9 trimmed.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $3.12M. The largest seller was Summit Financial Group, cutting an estimated $1.86M.

  • 57 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $72.9M of Summit Financial Group, Inc. stock for Q3 2017, up 25% quarter-over-quarter.
  • 8 funds opened new Summit Financial Group, Inc. positions in Q3 2017 and 8 closed out, a net change of 0 holders.
  • The largest Summit Financial Group, Inc. buyer in Q3 2017 was Kennedy Capital Management, an estimated $3.12M added.
  • The largest Summit Financial Group, Inc. seller in Q3 2017 was Summit Financial Group, an estimated $1.86M sold.

Based on aggregated 13F filings for Q3 2017.