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SMMF

Summit Financial Group, Inc.

Delisted

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

73 hedge funds and large institutions have $108M invested in Summit Financial Group, Inc. in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

12% more capital invested

Capital invested by funds: $96.8M → $108M (+$11.4M)

3% more funds holding

Funds holding: 7173 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
26
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
51
Graves Light Lenhart Wealth
Virginia
$184K
MIM
52
MetLife Investment Management
New Jersey
$181K
JP Morgan Chase
53
JP Morgan Chase
New York
$165K -$75.5K -2,843 -32%
Deutsche Bank
54
Deutsche Bank
Germany
$150K -$20.3K -765 -12%
AIG
55
American International Group
New York
$145K -$8.77K -330 -6%
Wells Fargo
56
Wells Fargo
California
$142K -$165K -6,220 -55%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$132K +$133 +5 +0.1%
SG Americas Securities
58
SG Americas Securities
New York
$129K +$123K +4,637 New
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$84.5K -$2.1K -79 -3%
AB
60
Amalgamated Bank
New York
$40K +$1.27K +48 +3%
GCM
61
Gladius Capital Management
Illinois
$40K +$38.2K +1,439 New
TRCT
62
Tower Research Capital (TRC)
New York
$39K -$28.5K -1,072 -43%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$39K -$1.2K -45 -3%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$28K
Allspring Global Investments
65
Allspring Global Investments
North Carolina
$26K -$108K -4,052 -81%
AIP
66
Ameritas Investment Partners
Nebraska
$26K
Legal & General Group
67
Legal & General Group
United Kingdom
$25K
Citigroup
68
Citigroup
New York
$23K +$8.77K +330 +69%
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$21.6K
PFPT
70
Pinnacle Financial Partners (Tennessee)
Tennessee
$21K
CHC
71
City Holding Co
West Virginia
$17K +$15.9K +600 New
Fidelity Investments
72
Fidelity Investments
Massachusetts
$15K +$1.59K +60 +13%
LPL Financial
73
LPL Financial
California
-$616K -24,058 Closed
Connor, Clark & Lunn Investment Management (CC&L)
74
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$206K -8,047 Closed
UBS Group
75
UBS Group
Switzerland
-$50K -1,972 Closed

SMMF Hedge Fund Activity: Q2 2022 in Review

73 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q2 2022, worth a combined $108M — up 12% from $96.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMMF positions and 6 closed out — a net gain of 3 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Bridgeway Capital Management, adding an estimated $1.46M. The largest seller was Fourthstone LLC, cutting an estimated $1.09M.

  • 73 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q2 2022, up from 71 in Q1 2022.
  • Funds reported $108M of Summit Financial Group, Inc. stock for Q2 2022, up 12% quarter-over-quarter.
  • 9 funds opened new Summit Financial Group, Inc. positions in Q2 2022 and 6 closed out, a net change of +3 holders.
  • The largest Summit Financial Group, Inc. buyer in Q2 2022 was Bridgeway Capital Management, an estimated $1.46M added.
  • The largest Summit Financial Group, Inc. seller in Q2 2022 was Fourthstone LLC, an estimated $1.09M sold.

Based on aggregated 13F filings for Q2 2022.