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SMMF

Summit Financial Group, Inc.

Delisted

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

64 hedge funds and large institutions have $76.7M invested in Summit Financial Group, Inc. in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 7164 (-7)

15% less capital invested

Capital invested by funds: $89.8M → $76.7M (-$13.1M)

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
27
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$69K +$40.2K +1,585 +113%
WCM
52
Wealthcare Capital Management
Virginia
$60K
JP Morgan Chase
53
JP Morgan Chase
New York
$59K +$7.94K +313 +14%
TRCT
54
Tower Research Capital (TRC)
New York
$58K +$61.4K +2,419 +4,398%
SO
55
STRS Ohio
Ohio
$46K +$20.3K +800 +67%
Legal & General Group
56
Legal & General Group
United Kingdom
$35K
MAM
57
Meeder Asset Management
Ohio
$16K +$7.31K +288 +72%
AIP
58
Ameritas Investment Partners
Nebraska
$15K
Bessemer Group
59
Bessemer Group
New Jersey
$14K +$15.2K +600 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$13K +$4.77K +188 +47%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$7.78K
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$2K -$51 -2 -3%
Canada Life
63
Canada Life
Manitoba, Canada
$1K
RCAG
64
Rehmann Capital Advisory Group
Michigan
$905
CEP
65
Chicago Equity Partners
Illinois
-$258K -9,610 Closed
Axa
66
Axa
France
-$254K -9,465 Closed
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$244K -9,093 Closed
OAM
68
Oxford Asset Management
United Kingdom
-$206K -7,726 Closed
ZIM
69
Zacks Investment Management
Illinois
-$206K -7,682 Closed
Federated Hermes
70
Federated Hermes
Pennsylvania
-$6K -237 Closed
PIA
71
Piedmont Investment Advisors
North Carolina
-$5K -190 Closed
PCM
72
Prelude Capital Management
New York
-$2K -56 Closed
DA
73
Denali Advisors
California
-$1K -44 Closed

SMMF Hedge Fund Activity: Q3 2018 in Review

64 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q3 2018, worth a combined $76.7M — down 15% from $89.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SMMF and 2 opened new positions — a net loss of 7 holders — while 12 trimmed existing stakes and 27 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $419K. The largest seller was Gendell Jeffrey L, cutting an estimated $769K.

  • 64 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q3 2018, down from 71 in Q2 2018.
  • Funds reported $76.7M of Summit Financial Group, Inc. stock for Q3 2018, down 15% quarter-over-quarter.
  • 2 funds opened new Summit Financial Group, Inc. positions in Q3 2018 and 9 closed out, a net change of -7 holders.
  • The largest Summit Financial Group, Inc. buyer in Q3 2018 was Dimensional Fund Advisors, an estimated $419K added.
  • The largest Summit Financial Group, Inc. seller in Q3 2018 was Gendell Jeffrey L, an estimated $769K sold.

Based on aggregated 13F filings for Q3 2018.