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SMMF

Summit Financial Group, Inc.
SMMF

Delisted

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

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1 hedge funds and large institutions have $122K invested in Summit Financial Group, Inc. in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 91 → 1 (-90)

100% less capital invested

Capital invested by funds: $147M → $122K (-$147M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 89

Holders
1
Holders Change
-90
Holders Change %
-98.9%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
89
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$22.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$18.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$15.7M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$6.93M
5
State Street
State Street
Massachusetts
-$6.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
– -$1.2M -44,087 Closed
YCM
27
Yakira Capital Management
Connecticut
– -$983K -36,193 Closed
LSV Asset Management
28
LSV Asset Management
Illinois
– -$888K -32,700 Closed
Morgan Stanley
29
Morgan Stanley
New York
– -$876K -32,252 Closed
Charles Schwab
30
Charles Schwab
California
– -$866K -31,878 Closed
AllianceBernstein
31
AllianceBernstein
Tennessee
– -$806K -29,672 Closed
N
32
Nuveen
North Carolina
– -$728K -26,785 Closed
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$704K -25,937 Closed
Barclays
34
Barclays
United Kingdom
– -$660K -24,311 Closed
OAM
35
Oxford Asset Management
United Kingdom
– -$634K -23,328 Closed
PTC
36
Philadelphia Trust Company
Pennsylvania
– -$531K -19,548 Closed
JP Morgan Chase
37
JP Morgan Chase
New York
– -$518K -19,060 Closed
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
– -$477K -17,554 Closed
RJFSA
39
Raymond James Financial Services Advisors
Florida
– -$476K -17,508 Closed
Goldman Sachs
40
Goldman Sachs
New York
– -$463K -17,054 Closed
QC
41
Quadrature Capital
United Kingdom
– -$427K -15,738 Closed
LPL Financial
42
LPL Financial
California
– -$424K -15,616 Closed
PAMP
43
Polar Asset Management Partners
Ontario, Canada
– -$411K -15,143 Closed
MAM
44
Martingale Asset Management
Massachusetts
– -$380K -13,998 Closed
HSBC Holdings
45
HSBC Holdings
United Kingdom
– -$369K -13,586 Closed
TH
46
TCTC Holdings
Texas
– -$340K -12,500 Closed
RJA
47
Raymond James & Associates
Florida
– -$331K -12,200 Closed
UBS Group
48
UBS Group
Switzerland
– -$325K -11,965 Closed
FNFDCM
49
Folger Nolan Fleming Douglas Capital Management
District of Columbia
– -$296K -10,883 Closed
JC
50
Jentner Corp
Ohio
– -$294K -10,812 Closed
1
2
3 4

SMMF Hedge Fund Activity: Q2 2024 in Review

1 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q2 2024, worth a combined $122K — down 100% from $147M a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of SMMF and 0 opened new positions — a net loss of 89 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was BlackRock, exiting entirely with an estimated $22.8M sold.

  • 1 institutional investor held Summit Financial Group, Inc. (SMMF) as of Q2 2024, down from 91 in Q1 2024.
  • Funds reported $122K of Summit Financial Group, Inc. stock for Q2 2024, down 100% quarter-over-quarter.
  • 0 funds opened new Summit Financial Group, Inc. positions in Q2 2024 and 89 closed out, a net change of -89 holders.
  • The largest Summit Financial Group, Inc. seller in Q2 2024 was BlackRock, an estimated $22.8M sold.

Based on aggregated 13F filings for Q2 2024.