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SMMF

Summit Financial Group, Inc.
SMMF

Delisted

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

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73 hedge funds and large institutions have $107M invested in Summit Financial Group, Inc. in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

0% more funds holding

Funds holding: 73 → 73 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less capital invested

Capital invested by funds: $108M → $107M (-$1.06M)

Holders
73
Holders Change
–
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
29
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.48M
2
AWM
Axxcess Wealth Management
California
+$1.02M
3
Millennium Management
Millennium Management
New York
+$940K
4
BlackRock
BlackRock
New York
+$782K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$719K

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$1.64M
2
FL
Fourthstone LLC
Missouri
-$1.32M
3
LSV Asset Management
LSV Asset Management
Illinois
-$383K
4
BRC
Bell Rock Capital
Delaware
-$285K
5
Invesco
Invesco
Georgia
-$268K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$752K -$429 -15 -0.1%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$673K – – –
PRCP
28
Pacific Ridge Capital Partners
Oregon
$637K – – –
Morgan Stanley
29
Morgan Stanley
New York
$575K +$95.8K +3,350 +19%
MAM
30
Martingale Asset Management
Massachusetts
$563K +$33.1K +1,157 +6%
PTC
31
Philadelphia Trust Company
Pennsylvania
$527K – – –
Goldman Sachs
32
Goldman Sachs
New York
$503K +$193K +6,739 +57%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$452K +$26.2K +916 +6%
Bank of America
34
Bank of America
North Carolina
$429K +$122K +4,271 +37%
SO
35
STRS Ohio
Ohio
$396K – – –
TH
36
TCTC Holdings
Texas
$337K – – –
Prudential Financial
37
Prudential Financial
New Jersey
$325K – – –
HSBC Holdings
38
HSBC Holdings
United Kingdom
$289K +$302K +10,573 New
JC
39
Jentner Corp
Ohio
$278K +$1.72K +60 +0.6%
BSW
40
Buckingham Strategic Wealth
Missouri
$275K – – –
MCM
41
Maryland Capital Management
Maryland
$269K – – –
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$259K +$743 +26 +0.3%
BC
43
Burney Company
Virginia
$257K – – –
Baird Financial Group
44
Baird Financial Group
Wisconsin
$256K -$29 -1 -0%
Stifel Financial
45
Stifel Financial
Missouri
$254K – – –
AllianceBernstein
46
AllianceBernstein
Tennessee
$241K +$38.6K +1,351 +18%
Bank of Nova Scotia
47
Bank of Nova Scotia
Ontario, Canada
$240K – – –
NAM
48
NTV Asset Management
West Virginia
$214K +$772 +27 +0.3%
Citadel Advisors
49
Citadel Advisors
Florida
$208K +$220K +7,705 New
CCG
50
Ceeto Capital Group
Florida
$189K – – –
1
2
3 4

SMMF Hedge Fund Activity: Q3 2022 in Review

73 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q3 2022, worth a combined $107M — down 0.98% from $108M a quarter earlier.

Fund positioning in SMMF was balanced in Q3 2022: 7 funds opened new positions, 7 closed out, 29 added to existing stakes and 15 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.48M. The largest seller was EJF Capital, exiting entirely with an estimated $1.64M sold.

  • 73 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $107M of Summit Financial Group, Inc. stock for Q3 2022, down 0.98% quarter-over-quarter.
  • 7 funds opened new Summit Financial Group, Inc. positions in Q3 2022 and 7 closed out, a net change of 0 holders.
  • The largest Summit Financial Group, Inc. buyer in Q3 2022 was Royal Bank of Canada, an estimated $1.48M added.
  • The largest Summit Financial Group, Inc. seller in Q3 2022 was EJF Capital, an estimated $1.64M sold.

Based on aggregated 13F filings for Q3 2022.