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SMMF

Summit Financial Group, Inc.

Delisted

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

61 hedge funds and large institutions have $92.2M invested in Summit Financial Group, Inc. in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

20% more capital invested

Capital invested by funds: $76.5M → $92.2M (+$15.7M)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

9% more funds holding

Funds holding: 5661 (+5)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
20
Reduced
18
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
26
Gendell Jeffrey L
$508K
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$507K -$17.3K -730 -4%
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$452K -$4.79K -202 -1%
American Century Companies
29
American Century Companies
Missouri
$451K +$87.5K +3,694 +28%
Wells Fargo
30
Wells Fargo
California
$403K -$377K -15,895 -51%
WG
31
Winton Group
United Kingdom
$403K +$9.17K +387 +3%
TH
32
TCTC Holdings
Texas
$332K
MAM
33
Martingale Asset Management
Massachusetts
$325K +$290K +12,219 New
Prudential Financial
34
Prudential Financial
New Jersey
$285K +$7.58K +320 +3%
BSW
35
Buckingham Strategic Wealth
Missouri
$271K +$4.74K +200 +2%
BC
36
Burney Company
Virginia
$254K
Baird Financial Group
37
Baird Financial Group
Wisconsin
$252K
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$252K
Stifel Financial
39
Stifel Financial
Missouri
$250K
AllianceBernstein
40
AllianceBernstein
Tennessee
$239K -$64K -2,700 -23%
ZCM
41
Zebra Capital Management
Connecticut
$217K +$193K +8,158 New
NAM
42
NTV Asset Management
West Virginia
$207K +$184K +7,782 New
GLLW
43
Graves Light Lenhart Wealth
Virginia
$203K
MCM
44
Maryland Capital Management
Maryland
$200K -$816K -34,450 -82%
Deutsche Bank
45
Deutsche Bank
Germany
$195K -$16.2K -684 -9%
CCG
46
Ceeto Capital Group
Florida
$186K +$166K +7,012 New
Morgan Stanley
47
Morgan Stanley
New York
$171K -$146K -6,157 -49%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$143K +$58.9K +2,487 +86%
UBS Group
49
UBS Group
Switzerland
$68K -$25.9K -1,093 -30%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$64K +$13.1K +552 +30%

SMMF Hedge Fund Activity: Q1 2021 in Review

61 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q1 2021, worth a combined $92.2M — up 20% from $76.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SMMF positions and 1 closed out — a net gain of 6 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $1.06M. The largest seller was Summit Financial Group, cutting an estimated $841K.

  • 61 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q1 2021, up from 56 in Q4 2020.
  • Funds reported $92.2M of Summit Financial Group, Inc. stock for Q1 2021, up 20% quarter-over-quarter.
  • 7 funds opened new Summit Financial Group, Inc. positions in Q1 2021 and 1 closed out, a net change of +6 holders.
  • The largest Summit Financial Group, Inc. buyer in Q1 2021 was BlackRock, an estimated $1.06M added.
  • The largest Summit Financial Group, Inc. seller in Q1 2021 was Summit Financial Group, an estimated $841K sold.

Based on aggregated 13F filings for Q1 2021.