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SMMF

Summit Financial Group, Inc.

Delisted

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

71 hedge funds and large institutions have $89.8M invested in Summit Financial Group, Inc. in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

9% more capital invested

Capital invested by funds: $82.3M → $89.8M (+$7.43M)

6% more funds holding

Funds holding: 6771 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
24
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$722K +$116K +4,426 +20%
Charles Schwab
27
Charles Schwab
California
$616K +$69.3K +2,653 +13%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$601K +$58.9K +2,254 +11%
TCIM
29
TIAA CREF Investment Management
New York
$598K -$87K -3,330 -13%
PTC
30
Philadelphia Trust Company
Pennsylvania
$522K
Wells Fargo
31
Wells Fargo
California
$519K -$11.1K -425 -2%
TA
32
Teachers Advisors
New York
$508K
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$450K +$5.33K +204 +1%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$383K -$26 -1 -0%
Prudential Financial
35
Prudential Financial
New Jersey
$343K -$4.5K -172 -1%
TH
36
TCTC Holdings
Texas
$335K
DK
37
Darrell & King
Virginia
$321K
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$285K +$32.9K +1,257 +13%
BSW
39
Buckingham Strategic Wealth
Missouri
$268K +$261K +10,000 New
CEP
40
Chicago Equity Partners
Illinois
$258K
BC
41
Burney Company
Virginia
$256K
Axa
42
Axa
France
$254K
Stifel Financial
43
Stifel Financial
Missouri
$253K
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$244K -$5.62K -215 -2%
OAM
45
Oxford Asset Management
United Kingdom
$206K -$39.9K -1,528 -17%
ZIM
46
Zacks Investment Management
Illinois
$206K +$201K +7,682 New
AIG
47
American International Group
New York
$192K +$4.86K +186 +3%
Bank of America
48
Bank of America
North Carolina
$160K +$21.3K +815 +16%
MIM
49
MetLife Investment Management
New Jersey
$153K
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$110K +$107K +4,088 New

SMMF Hedge Fund Activity: Q2 2018 in Review

71 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q2 2018, worth a combined $89.8M — up 9% from $82.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SMMF positions and 3 closed out — a net gain of 4 holders — while 24 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $1.28M. The largest seller was Gendell Jeffrey L, cutting an estimated $1.01M.

  • 71 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q2 2018, up from 67 in Q1 2018.
  • Funds reported $89.8M of Summit Financial Group, Inc. stock for Q2 2018, up 9% quarter-over-quarter.
  • 7 funds opened new Summit Financial Group, Inc. positions in Q2 2018 and 3 closed out, a net change of +4 holders.
  • The largest Summit Financial Group, Inc. buyer in Q2 2018 was BlackRock, an estimated $1.28M added.
  • The largest Summit Financial Group, Inc. seller in Q2 2018 was Gendell Jeffrey L, an estimated $1.01M sold.

Based on aggregated 13F filings for Q2 2018.