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 $95.1M invested in Summit Financial Group, Inc. in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
21
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EC
1
EJF Capital
Virginia
$2.8M
2
RA
2
Royce & Associates
New York
$2.43M
3
BFM
3
Boothbay Fund Management
New York
$1.37M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$8.45M
5
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$585K

Top Sellers

1
ROC
1
River Oaks Capital
Minnesota
$595K
2
BlackRock
2
BlackRock
New York
$17.3M
3
Millennium Management
3
Millennium Management
New York
$0
4
LPL Financial
4
LPL Financial
California
$366K
5
SO
5
STRS Ohio
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ROC
26
River Oaks Capital
Minnesota
$595K -$2.43M -107,671 -80%
EMFAT
27
Emerald Mutual Fund Advisers Trust
Pennsylvania
$585K +$585K +25,937 New
FL
28
Fourthstone LLC
Missouri
$503K +$40.5K +1,798 +9%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$462K – – –
Goldman Sachs
30
Goldman Sachs
New York
$447K -$144K -6,393 -24%
PTC
31
Philadelphia Trust Company
Pennsylvania
$441K – – –
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$382K +$1.78K +79 +0.5%
LPL Financial
33
LPL Financial
California
$366K -$523K -23,203 -59%
MAM
34
Martingale Asset Management
Massachusetts
$354K -$147K -6,502 -29%
Bank of America
35
Bank of America
North Carolina
$353K -$175K -7,773 -33%
Invesco
36
Invesco
Georgia
$338K +$2.16K +96 +0.6%
Stifel Financial
37
Stifel Financial
Missouri
$325K +$325K +14,412 New
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$312K – – –
TH
39
TCTC Holdings
Texas
$282K – – –
FNFDCM
40
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$265K -$29.7K -1,319 -10%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$253K +$16K +712 +7%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$247K +$160 +7 +0.1%
JC
43
Jentner Corp
Ohio
$240K +$2.03K +90 +0.9%
Prudential Financial
44
Prudential Financial
New Jersey
$232K -$100K -4,440 -30%
BSW
45
Buckingham Strategic Wealth
Missouri
$230K – – –
BC
46
Burney Company
Virginia
$215K +$215K +9,550 New
Baird Financial Group
47
Baird Financial Group
Wisconsin
$214K +$214K +9,500 New
Marshall Wace
48
Marshall Wace
United Kingdom
$206K +$206K +9,134 New
PFP
49
Pinnacle Financial Partners
Tennessee
$203K – – –
Wells Fargo
50
Wells Fargo
California
$174K -$101K -4,497 -37%
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