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SMMF

Summit Financial Group, Inc.
SMMF

Delisted

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

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71 hedge funds and large institutions have $96.8M invested in Summit Financial Group, Inc. in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

11% more funds holding

Funds holding: 64 → 71 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

5% less capital invested

Capital invested by funds: $102M → $96.8M (-$4.86M)

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
20
Reduced
21
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
+$2.01M
2
SFG
Summit Financial Group
West Virginia
+$536K
3
Millennium Management
Millennium Management
New York
+$468K
4
BCM
BHZ Capital Management
California
+$456K
5
ROC
River Oaks Capital
Minnesota
+$346K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$1.39M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$856K
3
JP Morgan Chase
JP Morgan Chase
New York
-$269K
4
AllianceBernstein
AllianceBernstein
Tennessee
-$203K
5
Northern Trust
Northern Trust
Illinois
-$168K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
26
Philadelphia Trust Company
Pennsylvania
$500K – – –
MAM
27
Martingale Asset Management
Massachusetts
$482K +$91.1K +3,400 +22%
Millennium Management
28
Millennium Management
New York
$447K +$468K +17,471 New
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$394K -$39K -1,453 -9%
SO
30
STRS Ohio
Ohio
$355K – – –
TH
31
TCTC Holdings
Texas
$320K – – –
Morgan Stanley
32
Morgan Stanley
New York
$313K +$18.7K +699 +6%
Goldman Sachs
33
Goldman Sachs
New York
$300K +$14K +522 +5%
Wells Fargo
34
Wells Fargo
California
$290K -$157K -5,867 -34%
Bank of America
35
Bank of America
North Carolina
$287K -$123K -4,579 -29%
Prudential Financial
36
Prudential Financial
New Jersey
$283K +$18.8K +700 +7%
PAM
37
Panagora Asset Management
Massachusetts
$267K +$279K +10,422 New
BSW
38
Buckingham Strategic Wealth
Missouri
$261K – – –
JC
39
Jentner Corp
Ohio
$261K +$274K +10,204 New
MCM
40
Maryland Capital Management
Maryland
$256K – – –
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$246K +$295 +11 +0.1%
BC
42
Burney Company
Virginia
$244K – – –
Baird Financial Group
43
Baird Financial Group
Wisconsin
$243K – – –
Stifel Financial
44
Stifel Financial
Missouri
$241K – – –
JP Morgan Chase
45
JP Morgan Chase
New York
$225K -$269K -10,032 -53%
Connor, Clark & Lunn Investment Management (CC&L)
46
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$206K +$216K +8,047 New
NAM
47
NTV Asset Management
West Virginia
$202K +$724 +27 +0.3%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$195K -$44.5K -1,660 -18%
CCG
49
Ceeto Capital Group
Florida
$179K – – –
GLLW
50
Graves Light Lenhart Wealth
Virginia
$170K – – –
1
2
3

SMMF Hedge Fund Activity: Q1 2022 in Review

71 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q1 2022, worth a combined $96.8M — down 4.8% from $102M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SMMF positions and 1 closed out — a net gain of 7 holders — while 20 added to existing stakes and 21 trimmed.

The largest buyer was EJF Capital, opening a new position worth an estimated $2.01M. The largest seller was Fourthstone LLC, cutting an estimated $1.39M.

  • 71 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q1 2022, up from 64 in Q4 2021.
  • Funds reported $96.8M of Summit Financial Group, Inc. stock for Q1 2022, down 4.8% quarter-over-quarter.
  • 8 funds opened new Summit Financial Group, Inc. positions in Q1 2022 and 1 closed out, a net change of +7 holders.
  • The largest Summit Financial Group, Inc. buyer in Q1 2022 was EJF Capital, an estimated $2.01M added.
  • The largest Summit Financial Group, Inc. seller in Q1 2022 was Fourthstone LLC, an estimated $1.39M sold.

Based on aggregated 13F filings for Q1 2022.