SMMF

Summit Financial Group, Inc.
SMMF

Overview Fund Activity
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.

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

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.58M
2
AWM
2
Axxcess Wealth Management
California
$963K
3
Millennium Management
3
Millennium Management
New York
$1.33M
4
BlackRock
4
BlackRock
New York
$19.3M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$2.09M

Top Sellers

1
EC
1
EJF Capital
Virginia
$0
2
FL
2
Fourthstone LLC
Missouri
$2.73M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$776K
4
BRC
4
Bell Rock Capital
Delaware
$0
5
Invesco
5
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$752K -$405 -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 +$90.1K +3,350 +19%
MAM
30
Martingale Asset Management
Massachusetts
$563K +$31.2K +1,157 +6%
PTC
31
Philadelphia Trust Company
Pennsylvania
$527K – – –
Goldman Sachs
32
Goldman Sachs
New York
$503K +$182K +6,739 +57%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$452K +$24.7K +916 +6%
Bank of America
34
Bank of America
North Carolina
$429K +$115K +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 +$289K +10,573 New
JC
39
Jentner Corp
Ohio
$278K +$1.62K +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 +$701 +26 +0.3%
BC
43
Burney Company
Virginia
$257K – – –
Baird Financial Group
44
Baird Financial Group
Wisconsin
$256K -$27 -1 -0%
Stifel Financial
45
Stifel Financial
Missouri
$254K – – –
AllianceBernstein
46
AllianceBernstein
Tennessee
$241K +$36.4K +1,351 +18%
Bank of Nova Scotia
47
Bank of Nova Scotia
Ontario, Canada
$240K – – –
NAM
48
NTV Asset Management
West Virginia
$214K +$727 +27 +0.3%
Citadel Advisors
49
Citadel Advisors
Florida
$208K +$208K +7,705 New
CCG
50
Ceeto Capital Group
Florida
$189K – – –
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