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SMMF

Summit Financial Group, Inc.

Delisted

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

71 hedge funds and large institutions have $89.8M invested in Summit Financial Group, Inc. in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

9% more capital invested

Capital invested by funds: $82.3M → $89.8M (+$7.43M)

6% more funds holding

Funds holding: 6771 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
24
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
51
Metropolitan Life Insurance Company (MetLife)
New York
$108K
Citigroup
52
Citigroup
New York
$76K +$8.83K +338 +14%
WCM
53
Wealthcare Capital Management
Virginia
$69K
JP Morgan Chase
54
JP Morgan Chase
New York
$60K +$915 +35 +2%
RQS
55
Ramsey Quantitative Systems
Kentucky
$50K +$28.5K +1,089 +139%
Legal & General Group
56
Legal & General Group
United Kingdom
$41K -$27.4K -1,047 -41%
UBS Group
57
UBS Group
Switzerland
$38K +$12K +460 +49%
SO
58
STRS Ohio
Ohio
$32K
Barclays
59
Barclays
United Kingdom
$22K -$38.4K -1,471 -65%
AIP
60
Ameritas Investment Partners
Nebraska
$17K
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$11K +$105 +4 +1%
MAM
62
Meeder Asset Management
Ohio
$10.8K
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$8.99K -$50.3K -1,924 -85%
Federated Hermes
64
Federated Hermes
Pennsylvania
$6K +$6.19K +237 New
PIA
65
Piedmont Investment Advisors
North Carolina
$5K +$4.96K +190 New
Canada Life
66
Canada Life
Manitoba, Canada
$2K
PCM
67
Prelude Capital Management
New York
$2K +$1.46K +56 New
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$2K +$2.01K +77 New
RCAG
69
Rehmann Capital Advisory Group
Michigan
$1.05K
TRCT
70
Tower Research Capital (TRC)
New York
$1K -$26.2K -1,002 -95%
DA
71
Denali Advisors
California
$1K
First Trust Advisors
72
First Trust Advisors
Illinois
-$363K -14,534 Closed
Russell Investments Group
73
Russell Investments Group
United Kingdom
-$124K -4,968 Closed
AG
74
Advisor Group
Arizona
-$110K -4,396 Closed

SMMF Hedge Fund Activity: Q2 2018 in Review

71 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q2 2018, worth a combined $89.8M — up 9% from $82.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SMMF positions and 3 closed out — a net gain of 4 holders — while 24 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $1.28M. The largest seller was Gendell Jeffrey L, cutting an estimated $1.01M.

  • 71 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q2 2018, up from 67 in Q1 2018.
  • Funds reported $89.8M of Summit Financial Group, Inc. stock for Q2 2018, up 9% quarter-over-quarter.
  • 7 funds opened new Summit Financial Group, Inc. positions in Q2 2018 and 3 closed out, a net change of +4 holders.
  • The largest Summit Financial Group, Inc. buyer in Q2 2018 was BlackRock, an estimated $1.28M added.
  • The largest Summit Financial Group, Inc. seller in Q2 2018 was Gendell Jeffrey L, an estimated $1.01M sold.

Based on aggregated 13F filings for Q2 2018.