SMMF

Summit Financial Group, Inc.
SMMF

Overview Fund Activity
Delisted

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

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70 hedge funds and large institutions have $88.8M invested in Summit Financial Group, Inc. in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
26
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$18.8M
2
Invesco
2
Invesco
Georgia
$425K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.73M
4
Citadel Advisors
4
Citadel Advisors
Florida
$454K
5
Cerity Partners
5
Cerity Partners
New York
$249K

Top Sellers

1
FL
1
Fourthstone LLC
Missouri
$0
2
EI
2
EAM Investors
California
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.19M
4
SFG
4
Summit Financial Group
West Virginia
$5.97M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$619K +$86.6K +3,478 +16%
MAM
27
Martingale Asset Management
Massachusetts
$520K +$50 +2 +0%
Bank of America
28
Bank of America
North Carolina
$506K +$109K +4,391 +28%
PTC
29
Philadelphia Trust Company
Pennsylvania
$487K – – –
Goldman Sachs
30
Goldman Sachs
New York
$462K -$2.34K -94 -0.5%
Citadel Advisors
31
Citadel Advisors
Florida
$454K +$262K +10,522 +137%
Invesco
32
Invesco
Georgia
$425K +$425K +17,057 New
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$417K -$423 -17 -0.1%
SO
34
STRS Ohio
Ohio
$388K +$22.4K +900 +6%
Prudential Financial
35
Prudential Financial
New Jersey
$324K +$23.9K +960 +8%
TH
36
TCTC Holdings
Texas
$311K – – –
HSBC Holdings
37
HSBC Holdings
United Kingdom
$269K +$6.31K +254 +2%
JC
38
Jentner Corp
Ohio
$259K +$1.69K +68 +0.7%
BSW
39
Buckingham Strategic Wealth
Missouri
$254K – – –
Cerity Partners
40
Cerity Partners
New York
$249K +$249K +10,000 New
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$239K -$149 -6 -0.1%
BC
42
Burney Company
Virginia
$238K – – –
Baird Financial Group
43
Baird Financial Group
Wisconsin
$236K +$347 +14 +0.1%
Stifel Financial
44
Stifel Financial
Missouri
$235K – – –
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$226K +$226K +9,075 New
QC
46
Quadrature Capital
United Kingdom
$218K +$218K +8,776 New
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$213K +$56.7K +2,280 +36%
CCG
48
Ceeto Capital Group
Florida
$175K – – –
MIM
49
MetLife Investment Management
New Jersey
$163K – – –
AIG
50
American International Group
New York
$131K -$473 -19 -0.4%
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