SMMF

Summit Financial Group, Inc.
SMMF

Overview Fund Activity
Delisted

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

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88 hedge funds and large institutions have $165M invested in Summit Financial Group, Inc. in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
88
Holders Change
+13
Holders Change %
+17.33%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
34
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$20.4M
2
FL
2
Fourthstone LLC
Missouri
$7.2M
3
BlackRock
3
BlackRock
New York
$27M
4
Skandinaviska Enskilda Banken (SEB)
4
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.48M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.53M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$490K
2
SFG
2
Summit Financial Group
West Virginia
$6.43M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$289K
Name Holding Trade Value Shares
Change 		Shares
Change %
FNFDCM
51
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$358K -$2.15K -70 -0.6%
OAM
52
Oxford Asset Management
United Kingdom
$358K +$358K +11,664 New
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$337K +$104K +3,378 +45%
JC
54
Jentner Corp
Ohio
$330K +$2.89K +94 +0.9%
BSW
55
Buckingham Strategic Wealth
Missouri
$313K – – –
BC
56
Burney Company
Virginia
$293K – – –
Baird Financial Group
57
Baird Financial Group
Wisconsin
$292K – – –
Stifel Financial
58
Stifel Financial
Missouri
$289K -$153K -4,983 -35%
Janus Henderson Group
59
Janus Henderson Group
United Kingdom
$277K +$277K +9,012 New
TI
60
Trexquant Investment
Connecticut
$264K +$264K +8,595 New
Wells Fargo
61
Wells Fargo
California
$258K +$20.9K +682 +9%
NAM
62
NTV Asset Management
West Virginia
$255K +$255K +8,325 New
Cerity Partners
63
Cerity Partners
New York
$238K +$238K +7,750 New
CCG
64
Ceeto Capital Group
Florida
$215K – – –
MIM
65
MetLife Investment Management
New Jersey
$203K +$522 +17 +0.3%
HIM
66
Hillsdale Investment Management
Ontario, Canada
$187K +$187K +6,100 New
SG Americas Securities
67
SG Americas Securities
New York
$187K +$36.2K +1,180 +24%
AIG
68
American International Group
New York
$171K -$706 -23 -0.4%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$157K – – –
PFP
70
Pinnacle Financial Partners
Tennessee
$137K -$139K -4,538 -50%
Deutsche Bank
71
Deutsche Bank
Germany
$118K – – –
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$93.4K – – –
FUBT
73
First United Bank & Trust
Maryland
$70.2K +$70.2K +2,286 New
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$56.5K -$19.2K -626 -25%
Lazard Asset Management
75
Lazard Asset Management
New York
$56K -$5.81K -190 -9%
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