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SMMF

Summit Financial Group, Inc.
SMMF

Delisted

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

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20 hedge funds and large institutions have $6.44M invested in Summit Financial Group, Inc. in 2014 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

22% more capital invested

Capital invested by funds: $5.28M → $6.44M (+$1.16M)

13% less funds holding

Funds holding: 23 → 20 (-3)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GJL
Gendell Jeffrey L
+$376K
2
PH
Pinnacle Holdings
Oklahoma
+$236K
3
Renaissance Technologies
Renaissance Technologies
New York
+$71.9K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.11K
5
Bank of America
Bank of America
North Carolina
+$44

Top Sellers

Rank Fund Capital Flow
1
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$214K
2
SFM
Sphera Funds Management
Israel
-$63K
3
TRCT
Tower Research Capital (TRC)
New York
-$4.64K
4
Wells Fargo
Wells Fargo
California
-$3.27K
Name Holding Trade Value Shares
Change 		Change in
Stake
GJL
1
Gendell Jeffrey L
$1.97M +$376K +33,972 +26%
PH
2
Pinnacle Holdings
Oklahoma
$1.05M +$236K +21,290 +32%
JP Morgan Chase
3
JP Morgan Chase
New York
$868K – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$865K – – –
Renaissance Technologies
5
Renaissance Technologies
New York
$293K +$71.9K +6,500 +36%
SCM
6
Schneider Capital Management
Pennsylvania
$239K – – –
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$214K – – –
ZIM
8
Zacks Investment Management
Illinois
$199K – – –
MCWS
9
McKinley Carter Wealth Services
West Virginia
$160K – – –
BC
10
Burney Company
Virginia
$157K – – –
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$109K – – –
LSV Asset Management
12
LSV Asset Management
Illinois
$98K – – –
Morgan Stanley
13
Morgan Stanley
New York
$81K – – –
Wells Fargo
14
Wells Fargo
California
$48K -$3.27K -295 -7%
Bank of America
15
Bank of America
North Carolina
$48K +$44 +4 +0.1%
BA
16
BlackRock Advisors
Delaware
$19K – – –
HF
17
Hoxton Financial
West Virginia
$12K – – –
BIM
18
BlackRock Investment Management
Delaware
$8K – – –
TRCT
19
Tower Research Capital (TRC)
New York
$1K -$4.64K -419 -84%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1K +$1.11K +100 New
SFM
21
Sphera Funds Management
Israel
– -$63K -25,000 Closed
SKK
22
Shepherd Kaplan Krochuk
Massachusetts
– -$214K -20,882 Closed

SMMF Hedge Fund Activity: Q4 2014 in Review

20 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q4 2014, worth a combined $6.44M — up 22% from $5.28M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of SMMF and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 added.

The largest buyer was Gendell Jeffrey L, adding an estimated $376K. The largest seller was Shepherd Kaplan Krochuk, exiting entirely with an estimated $214K sold.

  • 20 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q4 2014, down from 23 in Q3 2014.
  • Funds reported $6.44M of Summit Financial Group, Inc. stock for Q4 2014, up 22% quarter-over-quarter.
  • 1 fund opened new Summit Financial Group, Inc. positions in Q4 2014 and 2 closed out, a net change of -1 holder.
  • The largest Summit Financial Group, Inc. buyer in Q4 2014 was Gendell Jeffrey L, an estimated $376K added.
  • The largest Summit Financial Group, Inc. seller in Q4 2014 was Shepherd Kaplan Krochuk, an estimated $214K sold.

Based on aggregated 13F filings for Q4 2014.