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SMMF

Summit Financial Group, Inc.
SMMF

Delisted

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

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22 hedge funds and large institutions have $5.36M invested in Summit Financial Group, Inc. in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

5% more funds holding

Funds holding: 21 → 22 (+1)

14% less capital invested

Capital invested by funds: $6.21M → $5.36M (-$845K)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PH
Pinnacle Holdings
Oklahoma
+$289K
2
GJL
Gendell Jeffrey L
+$43.5K
3
Renaissance Technologies
Renaissance Technologies
New York
+$17K
4
SKK
Shepherd Kaplan Krochuk
Massachusetts
+$16.8K
5
BIM
BlackRock Investment Management
Delaware
+$5.16K

Top Sellers

Rank Fund Capital Flow
1
SFM
Sphera Funds Management
Israel
-$116M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$106K
3
AUB
Atlantic Union Bankshares
Virginia
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
GJL
1
Gendell Jeffrey L
$925K +$43.5K +4,107 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$801K – – –
JP Morgan Chase
3
JP Morgan Chase
New York
$786K – – –
PH
4
Pinnacle Holdings
Oklahoma
$716K +$289K +27,242 +68%
SFM
5
Sphera Funds Management
Israel
$455K -$116M -10,920,879 -100%
SKK
6
Shepherd Kaplan Krochuk
Massachusetts
$248K +$16.8K +1,588 +7%
SCM
7
Schneider Capital Management
Pennsylvania
$216K – – –
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$203K – – –
ZIM
9
Zacks Investment Management
Illinois
$180K +$1.06K +100 +0.6%
Renaissance Technologies
10
Renaissance Technologies
New York
$162K +$17K +1,600 +12%
MCWS
11
McKinley Carter Wealth Services
West Virginia
$145K – – –
BC
12
Burney Company
Virginia
$140K – – –
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$98K -$106K -10,000 -52%
LSV Asset Management
14
LSV Asset Management
Illinois
$94K – – –
Morgan Stanley
15
Morgan Stanley
New York
$72K – – –
Bank of America
16
Bank of America
North Carolina
$43K – – –
Wells Fargo
17
Wells Fargo
California
$43K – – –
BA
18
BlackRock Advisors
Delaware
$17K – – –
HF
19
Hoxton Financial
West Virginia
$11K – – –
BIM
20
BlackRock Investment Management
Delaware
$5K +$5.16K +487 New
GSC
21
Ground Swell Capital
South Carolina
$2K +$1.69K +159 New
AUB
22
Atlantic Union Bankshares
Virginia
– -$2K -200 Closed
TRCT
23
Tower Research Capital (TRC)
New York
– +$53 +5 New

SMMF Hedge Fund Activity: Q2 2014 in Review

22 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q2 2014, worth a combined $5.36M — down 14% from $6.21M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SMMF positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Pinnacle Holdings, adding an estimated $289K. The largest seller was Sphera Funds Management, cutting an estimated $116M.

  • 22 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q2 2014, up from 21 in Q1 2014.
  • Funds reported $5.36M of Summit Financial Group, Inc. stock for Q2 2014, down 14% quarter-over-quarter.
  • 3 funds opened new Summit Financial Group, Inc. positions in Q2 2014 and 2 closed out, a net change of +1 holder.
  • The largest Summit Financial Group, Inc. buyer in Q2 2014 was Pinnacle Holdings, an estimated $289K added.
  • The largest Summit Financial Group, Inc. seller in Q2 2014 was Sphera Funds Management, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2014.