SMMF

Summit Financial Group, Inc.
SMMF

Overview Fund Activity
Delisted

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

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64 hedge funds and large institutions have $102M invested in Summit Financial Group, Inc. in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
17
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFG
1
Summit Financial Group
West Virginia
$6.83M
2
LPL Financial
2
LPL Financial
California
$660K
3
PRCP
3
Pacific Ridge Capital Partners
Oregon
$649K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.96M
5
American Century Companies
5
American Century Companies
Missouri
$986K

Top Sellers

1
FL
1
Fourthstone LLC
Missouri
$6.6M
2
GJL
2
Gendell Jeffrey L
$0
3
WG
3
Winton Group
United Kingdom
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.36M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$472K -$8.3K -302 -2%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$462K -$12.1K -440 -3%
Bank of America
28
Bank of America
North Carolina
$434K +$85.5K +3,112 +25%
MAM
29
Martingale Asset Management
Massachusetts
$424K – – –
BCM
30
BHZ Capital Management
California
$417K +$121K +4,414 +41%
SO
31
STRS Ohio
Ohio
$381K – – –
TH
32
TCTC Holdings
Texas
$343K – – –
Morgan Stanley
33
Morgan Stanley
New York
$315K +$17.8K +649 +6%
Goldman Sachs
34
Goldman Sachs
New York
$308K -$12.4K -452 -4%
Prudential Financial
35
Prudential Financial
New Jersey
$285K -$13K -474 -4%
BSW
36
Buckingham Strategic Wealth
Missouri
$280K – – –
MCM
37
Maryland Capital Management
Maryland
$275K – – –
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$263K – – –
BC
39
Burney Company
Virginia
$262K – – –
Baird Financial Group
40
Baird Financial Group
Wisconsin
$261K – – –
Stifel Financial
41
Stifel Financial
Missouri
$259K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$255K +$176K +6,385 +222%
NAM
43
NTV Asset Management
West Virginia
$216K +$216K +7,868 New
AllianceBernstein
44
AllianceBernstein
Tennessee
$203K +$203K +7,400 New
CCG
45
Ceeto Capital Group
Florida
$192K – – –
Deutsche Bank
46
Deutsche Bank
Germany
$190K +$10K +364 +6%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$188K +$188K +6,862 New
GLLW
48
Graves Light Lenhart Wealth
Virginia
$182K – – –
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$169K – – –
AIG
50
American International Group
New York
$166K -$5K -182 -3%
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2
3