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SMMF

Summit Financial Group, Inc.
SMMF

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.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 73 → 70 (-3)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

17% less capital invested

Capital invested by funds: $107M → $88.8M (-$18.3M)

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

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.01M
2
Invesco
Invesco
Georgia
+$470K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$442K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$301K
5
Citadel Advisors
Citadel Advisors
Florida
+$290K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$2.73M
2
EI
EAM Investors
California
-$1.25M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$633K
4
SFG
Summit Financial Group
West Virginia
-$523K
5
Renaissance Technologies
Renaissance Technologies
New York
-$262K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$619K +$95.9K +3,478 +16%
MAM
27
Martingale Asset Management
Massachusetts
$520K +$55 +2 +0%
Bank of America
28
Bank of America
North Carolina
$506K +$121K +4,391 +28%
PTC
29
Philadelphia Trust Company
Pennsylvania
$487K – – –
Goldman Sachs
30
Goldman Sachs
New York
$462K -$2.59K -94 -0.5%
Citadel Advisors
31
Citadel Advisors
Florida
$454K +$290K +10,522 +137%
Invesco
32
Invesco
Georgia
$425K +$470K +17,057 New
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$417K -$469 -17 -0.1%
SO
34
STRS Ohio
Ohio
$388K +$24.8K +900 +6%
Prudential Financial
35
Prudential Financial
New Jersey
$324K +$26.5K +960 +8%
TH
36
TCTC Holdings
Texas
$311K – – –
HSBC Holdings
37
HSBC Holdings
United Kingdom
$269K +$7K +254 +2%
JC
38
Jentner Corp
Ohio
$259K +$1.87K +68 +0.7%
BSW
39
Buckingham Strategic Wealth
Missouri
$254K – – –
Cerity Partners
40
Cerity Partners
New York
$249K +$276K +10,000 New
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$239K -$165 -6 -0.1%
BC
42
Burney Company
Virginia
$238K – – –
Baird Financial Group
43
Baird Financial Group
Wisconsin
$236K +$386 +14 +0.1%
Stifel Financial
44
Stifel Financial
Missouri
$235K – – –
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$226K +$250K +9,075 New
QC
46
Quadrature Capital
United Kingdom
$218K +$242K +8,776 New
JP Morgan Chase
47
JP Morgan Chase
New York
$213K +$62.8K +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 -$524 -19 -0.4%
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SMMF Hedge Fund Activity: Q4 2022 in Review

70 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q4 2022, worth a combined $88.8M — down 17% from $107M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SMMF and 6 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 26 added.

The largest buyer was BlackRock, adding an estimated $1.01M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $2.73M sold.

  • 70 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q4 2022, down from 73 in Q3 2022.
  • Funds reported $88.8M of Summit Financial Group, Inc. stock for Q4 2022, down 17% quarter-over-quarter.
  • 6 funds opened new Summit Financial Group, Inc. positions in Q4 2022 and 7 closed out, a net change of -1 holder.
  • The largest Summit Financial Group, Inc. buyer in Q4 2022 was BlackRock, an estimated $1.01M added.
  • The largest Summit Financial Group, Inc. seller in Q4 2022 was Fourthstone LLC, an estimated $2.73M sold.

Based on aggregated 13F filings for Q4 2022.