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SMMF

Summit Financial Group, Inc.

Delisted

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

65 hedge funds and large institutions have $84.4M invested in Summit Financial Group, Inc. in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

16% more capital invested

Capital invested by funds: $72.9M → $84.4M (+$11.5M)

14% more funds holding

Funds holding: 5765 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
65
Holders Change
+8
Holders Change %
+14.04%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
21
Reduced
18
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$535K -$37.7K -1,410 -6%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$530K
MCM
28
Maryland Capital Management
Maryland
$526K -$134K -5,000 -20%
PTC
29
Philadelphia Trust Company
Pennsylvania
$512K
TA
30
Teachers Advisors
New York
$498K
LSV Asset Management
31
LSV Asset Management
Illinois
$497K
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$454K
ZIM
33
Zacks Investment Management
Illinois
$452K
First Trust Advisors
34
First Trust Advisors
Illinois
$394K +$401K +14,984 New
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$373K
TH
36
TCTC Holdings
Texas
$329K
DK
37
Darrell & King
Virginia
$314K
Axa
38
Axa
France
$274K
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$258K -$50.7K -1,894 -16%
CEP
40
Chicago Equity Partners
Illinois
$253K
OAM
41
Oxford Asset Management
United Kingdom
$252K -$19.5K -728 -7%
BC
42
Burney Company
Virginia
$251K -$97.7K -3,650 -28%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$249K +$19.1K +714 +8%
Stifel Financial
44
Stifel Financial
Missouri
$248K
AIG
45
American International Group
New York
$193K +$937 +35 +0.5%
Bank of America
46
Bank of America
North Carolina
$153K +$31.9K +1,193 +26%
MIM
47
MetLife Investment Management
New Jersey
$150K +$153K +5,705 New
Russell Investments Group
48
Russell Investments Group
United Kingdom
$130K +$133K +4,968 New
MLICM
49
Metropolitan Life Insurance Company (MetLife)
New York
$106K -$114K -4,252 -51%
Citigroup
50
Citigroup
New York
$96K +$91.4K +3,415 +1,400%

SMMF Hedge Fund Activity: Q4 2017 in Review

65 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q4 2017, worth a combined $84.4M — up 16% from $72.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMMF positions and 1 closed out — a net gain of 8 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Pacific Ridge Capital Partners, adding an estimated $2.4M. The largest seller was BHZ Capital Management, cutting an estimated $796K.

  • 65 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q4 2017, up from 57 in Q3 2017.
  • Funds reported $84.4M of Summit Financial Group, Inc. stock for Q4 2017, up 16% quarter-over-quarter.
  • 9 funds opened new Summit Financial Group, Inc. positions in Q4 2017 and 1 closed out, a net change of +8 holders.
  • The largest Summit Financial Group, Inc. buyer in Q4 2017 was Pacific Ridge Capital Partners, an estimated $2.4M added.
  • The largest Summit Financial Group, Inc. seller in Q4 2017 was BHZ Capital Management, an estimated $796K sold.

Based on aggregated 13F filings for Q4 2017.