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SMMF

Summit Financial Group, Inc.

Delisted

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

60 hedge funds and large institutions have $88.5M invested in Summit Financial Group, Inc. in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $62.2M → $88.5M (+$26.3M)

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

0% more funds holding

Funds holding: 6060 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
60
Holders Change
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
20
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$554K -$2.69K -114 -0.5%
MCM
27
Maryland Capital Management
Maryland
$530K -$441K -18,696 -48%
PTC
28
Philadelphia Trust Company
Pennsylvania
$518K
TA
29
Teachers Advisors
New York
$497K
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$461K +$14.8K +629 +4%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$423K +$8.56K +363 +2%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$361K -$17.1K -726 -5%
Prudential Financial
33
Prudential Financial
New Jersey
$352K -$5.85K -248 -2%
TH
34
TCTC Holdings
Texas
$331K
DK
35
Darrell & King
Virginia
$317K
LPL Financial
36
LPL Financial
California
$290K +$258K +10,946 New
BSW
37
Buckingham Strategic Wealth
Missouri
$265K
BC
38
Burney Company
Virginia
$253K +$225K +9,550 New
Stifel Financial
39
Stifel Financial
Missouri
$250K +$222K +9,429 New
ZIM
40
ZPR Investment Management
Florida
$247K -$299K -12,653 -58%
ZIM
41
Zacks Investment Management
Illinois
$201K +$179K +7,598 New
Bank of America
42
Bank of America
North Carolina
$200K -$101K -4,275 -36%
AIG
43
American International Group
New York
$190K -$1.25K -53 -0.7%
MIM
44
MetLife Investment Management
New Jersey
$151K
JP Morgan Chase
45
JP Morgan Chase
New York
$142K +$18.1K +766 +17%
Barclays
46
Barclays
United Kingdom
$121K +$100K +4,242 +1,334%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$108K
MLICM
48
Metropolitan Life Insurance Company (MetLife)
New York
$107K
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$105K +$93.9K +3,978 New
Citigroup
50
Citigroup
New York
$74K -$4.04K -171 -6%

SMMF Hedge Fund Activity: Q1 2019 in Review

60 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q1 2019, worth a combined $88.5M — up 42% from $62.2M a quarter earlier.

Fund positioning in SMMF was balanced in Q1 2019: 7 funds opened new positions, 7 closed out, 20 added to existing stakes and 17 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.54M. The largest seller was Kennedy Capital Management, cutting an estimated $1.55M.

  • 60 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $88.5M of Summit Financial Group, Inc. stock for Q1 2019, up 42% quarter-over-quarter.
  • 7 funds opened new Summit Financial Group, Inc. positions in Q1 2019 and 7 closed out, a net change of 0 holders.
  • The largest Summit Financial Group, Inc. buyer in Q1 2019 was Vanguard Group, an estimated $1.54M added.
  • The largest Summit Financial Group, Inc. seller in Q1 2019 was Kennedy Capital Management, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2019.