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SMMF

Summit Financial Group, Inc.
SMMF

Delisted

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

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21 hedge funds and large institutions have $6.21M invested in Summit Financial Group, Inc. in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

67% more capital invested

Capital invested by funds: $3.71M → $6.21M (+$2.5M)

17% more funds holding

Funds holding: 18 → 21 (+3)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFM
Sphera Funds Management
Israel
+$111M
2
PH
Pinnacle Holdings
Oklahoma
+$387K
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$102K
4
Morgan Stanley
Morgan Stanley
New York
+$69.5K
5
GJL
Gendell Jeffrey L
+$46.3K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$3K
2
Bank of America
Bank of America
North Carolina
-$264
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1
Sphera Funds Management
Israel
$1.75M +$111M +10,921,656 New
GJL
2
Gendell Jeffrey L
$849K +$46.3K +4,563 +6%
JP Morgan Chase
3
JP Morgan Chase
New York
$757K – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$754K – – –
PH
5
Pinnacle Holdings
Oklahoma
$411K +$387K +38,090 +1,905%
SKK
6
Shepherd Kaplan Krochuk
Massachusetts
$223K – – –
SCM
7
Schneider Capital Management
Pennsylvania
$208K +$1.01K +100 +0.5%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$198K – – –
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$197K +$102K +10,000 +108%
ZIM
10
Zacks Investment Management
Illinois
$173K – – –
MCWS
11
McKinley Carter Wealth Services
West Virginia
$139K +$234 +23 +0.2%
Renaissance Technologies
12
Renaissance Technologies
New York
$139K +$18.3K +1,800 +15%
BC
13
Burney Company
Virginia
$135K – – –
LSV Asset Management
14
LSV Asset Management
Illinois
$89K – – –
Morgan Stanley
15
Morgan Stanley
New York
$70K +$69.5K +6,839 New
Bank of America
16
Bank of America
North Carolina
$42K -$264 -26 -0.6%
Wells Fargo
17
Wells Fargo
California
$42K – – –
BA
18
BlackRock Advisors
Delaware
$16K – – –
HF
19
Hoxton Financial
West Virginia
$10K – – –
AUB
20
Atlantic Union Bankshares
Virginia
$2K +$2.03K +200 New
TRCT
21
Tower Research Capital (TRC)
New York
– -$3K -290 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
– +$30 +3 New

SMMF Hedge Fund Activity: Q1 2014 in Review

21 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q1 2014, worth a combined $6.21M — up 67% from $3.71M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SMMF positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Sphera Funds Management, opening a new position worth an estimated $111M. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $3K sold.

  • 21 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q1 2014, up from 18 in Q4 2013.
  • Funds reported $6.21M of Summit Financial Group, Inc. stock for Q1 2014, up 67% quarter-over-quarter.
  • 4 funds opened new Summit Financial Group, Inc. positions in Q1 2014 and 1 closed out, a net change of +3 holders.
  • The largest Summit Financial Group, Inc. buyer in Q1 2014 was Sphera Funds Management, an estimated $111M added.
  • The largest Summit Financial Group, Inc. seller in Q1 2014 was Tower Research Capital (TRC), an estimated $3K sold.

Based on aggregated 13F filings for Q1 2014.