SMMF

Summit Financial Group, Inc.

Delisted

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

91 hedge funds and large institutions have $147M invested in Summit Financial Group, Inc. in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
26
Reduced
26
Closed
7
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
26
Invesco
Georgia
$1.2M +$653K +24,040 +120%
YCM
27
Yakira Capital Management
Connecticut
$983K
LSV Asset Management
28
LSV Asset Management
Illinois
$888K
Morgan Stanley
29
Morgan Stanley
New York
$876K -$1.36M -50,114 -61%
Charles Schwab
30
Charles Schwab
California
$866K
AllianceBernstein
31
AllianceBernstein
Tennessee
$806K -$321K -11,823 -28%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$728K
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$704K
Barclays
34
Barclays
United Kingdom
$660K -$205K -7,552 -24%
OAM
35
Oxford Asset Management
United Kingdom
$634K +$317K +11,664 +100%
PTC
36
Philadelphia Trust Company
Pennsylvania
$531K
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$518K +$220K +8,093 +74%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$477K +$19K +698 +4%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$476K -$294K -10,828 -38%
Goldman Sachs
40
Goldman Sachs
New York
$463K -$72.3K -2,661 -13%
QC
41
Quadrature Capital
United Kingdom
$427K +$427K +15,738 New
LPL Financial
42
LPL Financial
California
$424K +$1.74K +64 +0.4%
PAMP
43
Polar Asset Management Partners
Ontario, Canada
$411K +$411K +15,143 New
MAM
44
Martingale Asset Management
Massachusetts
$380K
HSBC Holdings
45
HSBC Holdings
United Kingdom
$369K +$21.7K +798 +6%
TH
46
TCTC Holdings
Texas
$340K
RJA
47
Raymond James & Associates
Florida
$331K +$331K +12,200 New
UBS Group
48
UBS Group
Switzerland
$325K -$23K -845 -7%
FNFDCM
49
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$296K -$21.7K -797 -7%
JC
50
Jentner Corp
Ohio
$294K +$1.87K +69 +0.6%