SMMF

Summit Financial Group, Inc.
SMMF

Overview Fund Activity
Delisted

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

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75 hedge funds and large institutions have $86M invested in Summit Financial Group, Inc. in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
32
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$16.8M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.6M
3
EF
3
Empowered Funds
Pennsylvania
$895K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$830K
5
LPL Financial
5
LPL Financial
California
$815K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$218K
2
Millennium Management
2
Millennium Management
New York
$530K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$3.53M
4
BCM
4
BHZ Capital Management
California
$0
5
QC
5
Quadrature Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$542K +$148K +7,184 +38%
Millennium Management
27
Millennium Management
New York
$530K -$955K -46,208 -64%
Bank of America
28
Bank of America
North Carolina
$484K +$99.1K +4,798 +26%
MAM
29
Martingale Asset Management
Massachusetts
$459K +$10.6K +512 +2%
FL
30
Fourthstone LLC
Missouri
$424K +$424K +20,510 New
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$423K – – –
PTC
32
Philadelphia Trust Company
Pennsylvania
$404K – – –
SO
33
STRS Ohio
Ohio
$349K +$26.8K +1,300 +8%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$349K -$4.36K -211 -1%
PRCP
35
Pacific Ridge Capital Partners
Oregon
$324K -$332K -16,085 -51%
Invesco
36
Invesco
Georgia
$308K -$48.4K -2,343 -14%
Prudential Financial
37
Prudential Financial
New Jersey
$304K +$18.6K +900 +7%
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$286K +$54.3K +2,628 +23%
FNFDCM
39
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$270K +$270K +13,069 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$270K +$270K +12,464 New
TH
41
TCTC Holdings
Texas
$258K – – –
Wells Fargo
42
Wells Fargo
California
$252K +$47.4K +2,293 +23%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$234K +$234K +11,335 New
HSBC Holdings
44
HSBC Holdings
United Kingdom
$226K – – –
JC
45
Jentner Corp
Ohio
$218K +$1.84K +89 +0.9%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$218K -$1.11M -53,970 -84%
BSW
47
Buckingham Strategic Wealth
Missouri
$211K – – –
PFP
48
Pinnacle Financial Partners
Tennessee
$186K +$79.5K +3,846 +74%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$185K +$3.45K +167 +2%
Deutsche Bank
50
Deutsche Bank
Germany
$162K +$18.8K +908 +13%
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