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SMMF

Summit Financial Group, Inc.
SMMF

Delisted

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

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57 hedge funds and large institutions have $72.9M invested in Summit Financial Group, Inc. in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

25% more capital invested

Capital invested by funds: $58.5M → $72.9M (+$14.4M)

0% more funds holding

Funds holding: 57 → 57 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
19
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$3.12M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$992K
3
ROC
River Oaks Capital
Minnesota
+$985K
4
Renaissance Technologies
Renaissance Technologies
New York
+$868K
5
MCM
Maltese Capital Management
New York
+$606K

Top Sellers

Rank Fund Capital Flow
1
SFG
Summit Financial Group
West Virginia
-$1.86M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.74M
3
BCM
BHZ Capital Management
California
-$860K
4
Millennium Management
Millennium Management
New York
-$407K
5
JP Morgan Chase
JP Morgan Chase
New York
-$128K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$25K +$8.41K +376 +62%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$23.8K -$940 -42 -4%
CCMH
53
Cornerstone Capital Management Holdings
New York
$15K +$13.4K +600 New
AIP
54
Ameritas Investment Partners
Nebraska
$14K – – –
Barclays
55
Barclays
United Kingdom
$6K -$3.49K -156 -38%
Citigroup
56
Citigroup
New York
$6K +$3.31K +148 +154%
DA
57
Denali Advisors
California
$3K – – –
HighTower Advisors
58
HighTower Advisors
Illinois
– -$1.74M -79,129 Closed
Millennium Management
59
Millennium Management
New York
– -$407K -18,514 Closed
JP Morgan Chase
60
JP Morgan Chase
New York
– -$128K -5,820 Closed
AG
61
Advisor Group
Arizona
– -$104K -4,727 Closed
Creative Planning
62
Creative Planning
Kansas
– -$65K -2,968 Closed
Russell Investments Group
63
Russell Investments Group
United Kingdom
– -$65K -2,937 Closed
DADC
64
D.A. Davidson & Co
Montana
– -$10K -455 Closed
AIM
65
Acrospire Investment Management
Illinois
– -$5K -225 Closed
1 2
3

SMMF Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $72.9M — up 25% from $58.5M a quarter earlier.

Fund positioning in SMMF was balanced in Q3 2017: 8 funds opened new positions, 8 closed out, 19 added to existing stakes and 9 trimmed.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $3.12M. The largest seller was Summit Financial Group, cutting an estimated $1.86M.

  • 57 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $72.9M of Summit Financial Group, Inc. stock for Q3 2017, up 25% quarter-over-quarter.
  • 8 funds opened new Summit Financial Group, Inc. positions in Q3 2017 and 8 closed out, a net change of 0 holders.
  • The largest Summit Financial Group, Inc. buyer in Q3 2017 was Kennedy Capital Management, an estimated $3.12M added.
  • The largest Summit Financial Group, Inc. seller in Q3 2017 was Summit Financial Group, an estimated $1.86M sold.

Based on aggregated 13F filings for Q3 2017.