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SMMF

Summit Financial Group, Inc.
SMMF

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.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

18% more capital invested

Capital invested by funds: $86.4M → $102M (+$15.3M)

8% more funds holding

Funds holding: 59 → 64 (+5)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.98%
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

Rank Fund Capital Flow
1
SFG
Summit Financial Group
West Virginia
+$1.42M
2
LPL Financial
LPL Financial
California
+$636K
3
PRCP
Pacific Ridge Capital Partners
Oregon
+$625K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$260K
5
American Century Companies
American Century Companies
Missouri
+$250K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$552K
2
GJL
Gendell Jeffrey L
-$469K
3
WG
Winton Group
United Kingdom
-$401K
4
Renaissance Technologies
Renaissance Technologies
New York
-$268K
5
SG Americas Securities
SG Americas Securities
New York
-$179K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$472K -$7.98K -302 -2%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$462K -$11.6K -440 -3%
Bank of America
28
Bank of America
North Carolina
$434K +$82.3K +3,112 +25%
MAM
29
Martingale Asset Management
Massachusetts
$424K – – –
BCM
30
BHZ Capital Management
California
$417K +$117K +4,414 +41%
SO
31
STRS Ohio
Ohio
$381K – – –
TH
32
TCTC Holdings
Texas
$343K – – –
Morgan Stanley
33
Morgan Stanley
New York
$315K +$17.2K +649 +6%
Goldman Sachs
34
Goldman Sachs
New York
$308K -$11.9K -452 -4%
Prudential Financial
35
Prudential Financial
New Jersey
$285K -$12.5K -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 +$169K +6,385 +222%
NAM
43
NTV Asset Management
West Virginia
$216K +$208K +7,868 New
AllianceBernstein
44
AllianceBernstein
Tennessee
$203K +$196K +7,400 New
CCG
45
Ceeto Capital Group
Florida
$192K – – –
Deutsche Bank
46
Deutsche Bank
Germany
$190K +$9.62K +364 +6%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$188K +$181K +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 -$4.81K -182 -3%
1
2
3

SMMF Hedge Fund Activity: Q4 2021 in Review

64 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q4 2021, worth a combined $102M — up 18% from $86.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SMMF positions and 3 closed out — a net gain of 5 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Summit Financial Group, adding an estimated $1.42M. The largest seller was Fourthstone LLC, cutting an estimated $552K.

  • 64 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q4 2021, up from 59 in Q3 2021.
  • Funds reported $102M of Summit Financial Group, Inc. stock for Q4 2021, up 18% quarter-over-quarter.
  • 8 funds opened new Summit Financial Group, Inc. positions in Q4 2021 and 3 closed out, a net change of +5 holders.
  • The largest Summit Financial Group, Inc. buyer in Q4 2021 was Summit Financial Group, an estimated $1.42M added.
  • The largest Summit Financial Group, Inc. seller in Q4 2021 was Fourthstone LLC, an estimated $552K sold.

Based on aggregated 13F filings for Q4 2021.