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SMMF

Summit Financial Group, Inc.
SMMF

Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 88 → 91 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

11% less capital invested

Capital invested by funds: $165M → $147M (-$17.5M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.31%
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

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$1.11M
2
CL
CSS LLC
Illinois
+$1.04M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$875K
4
RA
Royce & Associates
New York
+$760K
5
Invesco
Invesco
Georgia
+$660K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.38M
2
BlackRock
BlackRock
New York
-$1.16M
3
EC
EJF Capital
Virginia
-$709K
4
FL
Fourthstone LLC
Missouri
-$554K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$490K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$1.2M +$660K +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 -$1.38M -50,114 -61%
Charles Schwab
30
Charles Schwab
California
$866K – – –
AllianceBernstein
31
AllianceBernstein
Tennessee
$806K -$325K -11,823 -28%
N
32
Nuveen
North Carolina
$728K – – –
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$704K – – –
Barclays
34
Barclays
United Kingdom
$660K -$207K -7,552 -24%
OAM
35
Oxford Asset Management
United Kingdom
$634K +$320K +11,664 +100%
PTC
36
Philadelphia Trust Company
Pennsylvania
$531K – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$518K +$222K +8,093 +74%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$477K +$19.2K +698 +4%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$476K -$297K -10,828 -38%
Goldman Sachs
40
Goldman Sachs
New York
$463K -$73.1K -2,661 -13%
QC
41
Quadrature Capital
United Kingdom
$427K +$432K +15,738 New
LPL Financial
42
LPL Financial
California
$424K +$1.76K +64 +0.4%
PAMP
43
Polar Asset Management Partners
Ontario, Canada
$411K +$416K +15,143 New
MAM
44
Martingale Asset Management
Massachusetts
$380K – – –
HSBC Holdings
45
HSBC Holdings
United Kingdom
$369K +$21.9K +798 +6%
TH
46
TCTC Holdings
Texas
$340K – – –
RJA
47
Raymond James & Associates
Florida
$331K +$335K +12,200 New
UBS Group
48
UBS Group
Switzerland
$325K -$23.2K -845 -7%
FNFDCM
49
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$296K -$21.9K -797 -7%
JC
50
Jentner Corp
Ohio
$294K +$1.9K +69 +0.6%
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SMMF Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q1 2024, worth a combined $147M — down 11% from $165M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SMMF positions and 7 closed out — a net gain of 3 holders — while 26 added to existing stakes and 26 trimmed.

The largest buyer was American Century Companies, adding an estimated $1.11M. The largest seller was Morgan Stanley, cutting an estimated $1.38M.

  • 91 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q1 2024, up from 88 in Q4 2023.
  • Funds reported $147M of Summit Financial Group, Inc. stock for Q1 2024, down 11% quarter-over-quarter.
  • 10 funds opened new Summit Financial Group, Inc. positions in Q1 2024 and 7 closed out, a net change of +3 holders.
  • The largest Summit Financial Group, Inc. buyer in Q1 2024 was American Century Companies, an estimated $1.11M added.
  • The largest Summit Financial Group, Inc. seller in Q1 2024 was Morgan Stanley, an estimated $1.38M sold.

Based on aggregated 13F filings for Q1 2024.