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SMMF

Summit Financial Group, Inc.
SMMF

Delisted

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

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60 hedge funds and large institutions have $88.5M invested in Summit Financial Group, Inc. in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $62.2M → $88.5M (+$26.3M)

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

0% more funds holding

Funds holding: 60 → 60 (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: 7 | Existing positions closed: 7

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
20
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.54M
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$1.12M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$842K
4
Renaissance Technologies
Renaissance Technologies
New York
+$710K
5
PRCP
Pacific Ridge Capital Partners
Oregon
+$680K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$1.55M
2
CIC
Cornercap Investment Counsel
Georgia
-$483K
3
MCM
Maryland Capital Management
Maryland
-$441K
4
Morgan Stanley
Morgan Stanley
New York
-$424K
5
BCM
BHZ Capital Management
California
-$364K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
51
Wealthcare Capital Management
Virginia
$68K – – –
Morgan Stanley
52
Morgan Stanley
New York
$64K -$424K -17,965 -88%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$61.7K +$46.1K +1,953 +521%
SO
54
STRS Ohio
Ohio
$53K – – –
Legal & General Group
55
Legal & General Group
United Kingdom
$48K – – –
MAM
56
Meeder Asset Management
Ohio
$29K +$9.84K +417 +61%
AIP
57
Ameritas Investment Partners
Nebraska
$17K – – –
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$15K +$71 +3 +0.5%
PCP
59
Proficio Capital Partners
Massachusetts
$6K +$5.4K +229 New
Canada Life
60
Canada Life
Manitoba, Canada
$1K – – –
BCM
61
BHZ Capital Management
California
– -$364K -18,844 Closed
SC
62
Sepio Capital
Utah
– -$204K -10,578 Closed
SG Americas Securities
63
SG Americas Securities
New York
– -$154K -7,967 Closed
RQS
64
Ramsey Quantitative Systems
Kentucky
– -$109K -5,626 Closed
UBS Group
65
UBS Group
Switzerland
– -$77K -3,977 Closed
TRCT
66
Tower Research Capital (TRC)
New York
– -$30K -1,538 Closed
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
– -$3K -147 Closed
1 2
3

SMMF Hedge Fund Activity: Q1 2019 in Review

60 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q1 2019, worth a combined $88.5M — up 42% from $62.2M a quarter earlier.

Fund positioning in SMMF was balanced in Q1 2019: 7 funds opened new positions, 7 closed out, 20 added to existing stakes and 17 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.54M. The largest seller was Kennedy Capital Management, cutting an estimated $1.55M.

  • 60 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $88.5M of Summit Financial Group, Inc. stock for Q1 2019, up 42% quarter-over-quarter.
  • 7 funds opened new Summit Financial Group, Inc. positions in Q1 2019 and 7 closed out, a net change of 0 holders.
  • The largest Summit Financial Group, Inc. buyer in Q1 2019 was Vanguard Group, an estimated $1.54M added.
  • The largest Summit Financial Group, Inc. seller in Q1 2019 was Kennedy Capital Management, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2019.