We are live on ! Find out more
SMMF

Summit Financial Group, Inc.

Delisted

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

67 hedge funds and large institutions have $82.3M invested in Summit Financial Group, Inc. in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

3% more funds holding

Funds holding: 6567 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $84.4M → $82.3M (-$2.04M)

46% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 28

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
15
Reduced
28
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
26
LSV Asset Management
Illinois
$639K +$169K +6,675 +35%
Morgan Stanley
27
Morgan Stanley
New York
$562K +$25.2K +997 +5%
Charles Schwab
28
Charles Schwab
California
$508K
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$504K
Wells Fargo
30
Wells Fargo
California
$495K -$14K -553 -3%
PTC
31
Philadelphia Trust Company
Pennsylvania
$487K
TA
32
Teachers Advisors
New York
$473K
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$414K -$17.4K -686 -4%
First Trust Advisors
34
First Trust Advisors
Illinois
$363K -$11.4K -450 -3%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$357K +$1.87K +74 +0.5%
Prudential Financial
36
Prudential Financial
New Jersey
$324K +$327K +12,939 New
TH
37
TCTC Holdings
Texas
$313K
DK
38
Darrell & King
Virginia
$299K
CEP
39
Chicago Equity Partners
Illinois
$240K
BC
40
Burney Company
Virginia
$239K
Axa
41
Axa
France
$237K -$23.7K -935 -9%
Stifel Financial
42
Stifel Financial
Missouri
$236K
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$234K -$11.7K -463 -5%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$233K -$4K -158 -2%
OAM
45
Oxford Asset Management
United Kingdom
$231K -$8.93K -353 -4%
AIG
46
American International Group
New York
$174K -$9.49K -375 -5%
MIM
47
MetLife Investment Management
New Jersey
$143K
Bank of America
48
Bank of America
North Carolina
$129K -$17K -674 -12%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$124K
AG
50
Advisor Group
Arizona
$110K +$111K +4,396 New

SMMF Hedge Fund Activity: Q1 2018 in Review

67 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q1 2018, worth a combined $82.3M — down 2.4% from $84.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SMMF positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 28 trimmed.

The largest buyer was ZPR Investment Management, opening a new position worth an estimated $928K. The largest seller was Gendell Jeffrey L, cutting an estimated $2.11M.

  • 67 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q1 2018, up from 65 in Q4 2017.
  • Funds reported $82.3M of Summit Financial Group, Inc. stock for Q1 2018, down 2.4% quarter-over-quarter.
  • 5 funds opened new Summit Financial Group, Inc. positions in Q1 2018 and 2 closed out, a net change of +3 holders.
  • The largest Summit Financial Group, Inc. buyer in Q1 2018 was ZPR Investment Management, an estimated $928K added.
  • The largest Summit Financial Group, Inc. seller in Q1 2018 was Gendell Jeffrey L, an estimated $2.11M sold.

Based on aggregated 13F filings for Q1 2018.