We are live on ! Find out more
SMMF

Summit Financial Group, Inc.
SMMF

Delisted

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

Back to rankings

23 hedge funds and large institutions have $5.28M invested in Summit Financial Group, Inc. in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

5% more funds holding

Funds holding: 22 → 23 (+1)

1% less capital invested

Capital invested by funds: $5.36M → $5.28M (-$79.6K)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
8
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GJL
Gendell Jeffrey L
+$463K
2
SFM
Sphera Funds Management
Israel
+$251K
3
Renaissance Technologies
Renaissance Technologies
New York
+$30K
4
U
UBS
Switzerland
+$16.8K
5
TRCT
Tower Research Capital (TRC)
New York
+$5.11K

Top Sellers

Rank Fund Capital Flow
1
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$24.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
GJL
1
Gendell Jeffrey L
$1.35M +$463K +44,707 +51%
Vanguard Group
2
Vanguard Group
Pennsylvania
$770K – – –
JP Morgan Chase
3
JP Morgan Chase
New York
$757K – – –
PH
4
Pinnacle Holdings
Oklahoma
$691K +$621 +60 +0.1%
SKK
5
Shepherd Kaplan Krochuk
Massachusetts
$214K -$24.9K -2,408 -10%
SCM
6
Schneider Capital Management
Pennsylvania
$208K – – –
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$199K – – –
Renaissance Technologies
8
Renaissance Technologies
New York
$186K +$30K +2,900 +19%
ZIM
9
Zacks Investment Management
Illinois
$174K – – –
MCWS
10
McKinley Carter Wealth Services
West Virginia
$139K – – –
BC
11
Burney Company
Virginia
$135K – – –
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$95K – – –
LSV Asset Management
13
LSV Asset Management
Illinois
$89K – – –
Morgan Stanley
14
Morgan Stanley
New York
$70K – – –
SFM
15
Sphera Funds Management
Israel
$63K +$251K +24,223 +3,118%
Wells Fargo
16
Wells Fargo
California
$45K +$3.05K +295 +7%
Bank of America
17
Bank of America
North Carolina
$42K – – –
U
18
UBS
Switzerland
$17K +$16.8K +1,622 New
BA
19
BlackRock Advisors
Delaware
$16K – – –
HF
20
Hoxton Financial
West Virginia
$10K – – –
BIM
21
BlackRock Investment Management
Delaware
$7K +$2.27K +219 +45%
TRCT
22
Tower Research Capital (TRC)
New York
$5K +$5.11K +494 +9,880%
GSC
23
Ground Swell Capital
South Carolina
$2K +$424 +41 +26%

SMMF Hedge Fund Activity: Q3 2014 in Review

23 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q3 2014, worth a combined $5.28M — down 1.5% from $5.36M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new SMMF positions and 0 closed out — a net gain of 1 holder — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Gendell Jeffrey L, adding an estimated $463K. The largest seller was Shepherd Kaplan Krochuk, cutting an estimated $24.9K.

  • 23 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q3 2014, up from 22 in Q2 2014.
  • Funds reported $5.28M of Summit Financial Group, Inc. stock for Q3 2014, down 1.5% quarter-over-quarter.
  • 1 fund opened new Summit Financial Group, Inc. positions in Q3 2014 and 0 closed out, a net change of +1 holder.
  • The largest Summit Financial Group, Inc. buyer in Q3 2014 was Gendell Jeffrey L, an estimated $463K added.
  • The largest Summit Financial Group, Inc. seller in Q3 2014 was Shepherd Kaplan Krochuk, an estimated $24.9K sold.

Based on aggregated 13F filings for Q3 2014.