Summit Financial Group, Inc.
SMMF
SMMF was delisted on the 2nd of May, 2024.
57 hedge funds and large institutions have $58.5M invested in Summit Financial Group, Inc. in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
167% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 9
36% more capital invested
Capital invested by funds: $42.8M → $58.5M (+$15.6M)
19% more funds holding
Funds holding: 48 → 57 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BHZ Capital Management
San Jose,
California
|
+$2.48M |
| 2 |
BlackRock
New York
|
+$2.44M |
| 3 |
State Street
Boston,
Massachusetts
|
+$654K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$604K |
| 5 |
ROC
River Oaks Capital
Wayzata,
Minnesota
|
+$524K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPM
Bowling Portfolio Management
Cincinnati,
Ohio
|
-$578K |
| 2 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
-$342K |
| 3 |
SG Americas Securities
New York
|
-$286K |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$120K |
| 5 |
JP Morgan Chase
New York
|
-$87.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $14K | – | – | – |
|
|
DADC
52
D.A. Davidson & Co
Great Falls,
Montana
| $10K | +$9.97K | +455 | New |
|
53
Barclays
London,
United Kingdom
| $9K | +$7.97K | +364 | +827% |
|
|
AIM
54
Acrospire Investment Management
Chicago,
Illinois
| $5K | -$46.9K | -2,139 | -90% |
|
|
DA
55
Denali Advisors
San Diego,
California
| $3K | +$2.65K | +121 | New |
|
56
Citigroup
New York
| $2K | -$86.6K | -3,952 | -98% |
|
|
TRCT
57
Tower Research Capital (TRC)
New York
| $2K | +$2.19K | +100 | New |
|
|
BPM
58
Bowling Portfolio Management
Cincinnati,
Ohio
| – | -$578K | -26,846 | Closed |
|
|
59
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| – | -$342K | -15,855 | Closed |
|
|
60
SG Americas Securities
New York
| – | -$286K | -13,259 | Closed |
|
61
UBS Group
Zurich,
Switzerland
| – | -$5K | -250 | Closed |
|
|
MAM
62
Meeder Asset Management
Dublin,
Ohio
| – | -$1K | -32 | Closed |
|
SMMF Hedge Fund Activity: Q2 2017 in Review
57 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q2 2017, worth a combined $58.5M — up 36% from $42.8M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SMMF positions and 5 closed out — a net gain of 9 holders — while 24 added to existing stakes and 9 trimmed.
The largest buyer was BHZ Capital Management, opening a new position worth an estimated $2.48M. The largest seller was Bowling Portfolio Management, exiting entirely with an estimated $578K sold.
- 57 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q2 2017, up from 48 in Q1 2017.
- Funds reported $58.5M of Summit Financial Group, Inc. stock for Q2 2017, up 36% quarter-over-quarter.
- 14 funds opened new Summit Financial Group, Inc. positions in Q2 2017 and 5 closed out, a net change of +9 holders.
- The largest Summit Financial Group, Inc. buyer in Q2 2017 was BHZ Capital Management, an estimated $2.48M added.
- The largest Summit Financial Group, Inc. seller in Q2 2017 was Bowling Portfolio Management, an estimated $578K sold.
Based on aggregated 13F filings for Q2 2017.