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SMMF

Summit Financial Group, Inc.
SMMF

Delisted

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

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23 hedge funds and large institutions have $7.82M invested in Summit Financial Group, Inc. in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

21% more capital invested

Capital invested by funds: $6.44M → $7.82M (+$1.38M)

15% more funds holding

Funds holding: 20 → 23 (+3)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBWV
United Bank (West Virginia)
West Virginia
+$727K
2
HighTower Advisors
HighTower Advisors
Illinois
+$307K
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$172K
4
GJL
Gendell Jeffrey L
+$63.3K
5
MCWS
McKinley Carter Wealth Services
West Virginia
+$39.3K

Top Sellers

Rank Fund Capital Flow
1
SCM
Schneider Capital Management
Pennsylvania
-$59.3K
2
Bank of America
Bank of America
North Carolina
-$47
Name Holding Trade Value Shares
Change 		Change in
Stake
GJL
1
Gendell Jeffrey L
$2.04M +$63.3K +5,441 +3%
PH
2
Pinnacle Holdings
Oklahoma
$1.07M +$8.35K +718 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$909K +$8.14K +700 +0.9%
JP Morgan Chase
4
JP Morgan Chase
New York
$883K – – –
UBWV
5
United Bank (West Virginia)
West Virginia
$747K +$727K +62,500 New
Renaissance Technologies
6
Renaissance Technologies
New York
$331K +$36.1K +3,100 +13%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$287K +$172K +14,750 +159%
HighTower Advisors
8
HighTower Advisors
Illinois
$225K +$307K +26,380 New
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$214K – – –
ZIM
10
Zacks Investment Management
Illinois
$205K +$2.91K +250 +1%
MCWS
11
McKinley Carter Wealth Services
West Virginia
$203K +$39.3K +3,375 +25%
SCM
12
Schneider Capital Management
Pennsylvania
$182K -$59.3K -5,100 -25%
BC
13
Burney Company
Virginia
$158K – – –
LSV Asset Management
14
LSV Asset Management
Illinois
$106K – – –
Morgan Stanley
15
Morgan Stanley
New York
$82K – – –
Bank of America
16
Bank of America
North Carolina
$49K -$47 -4 -0.1%
Wells Fargo
17
Wells Fargo
California
$49K +$12 +1 +0%
UBS Group
18
UBS Group
Switzerland
$24K +$23.5K +2,021 New
BA
19
BlackRock Advisors
Delaware
$19K – – –
TRCT
20
Tower Research Capital (TRC)
New York
$14K +$12.7K +1,089 +1,361%
HF
21
Hoxton Financial
West Virginia
$12K – – –
BIM
22
BlackRock Investment Management
Delaware
$8K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1K – – –

SMMF Hedge Fund Activity: Q1 2015 in Review

23 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q1 2015, worth a combined $7.82M — up 21% from $6.44M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SMMF positions and 0 closed out — a net gain of 3 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was United Bank (West Virginia), opening a new position worth an estimated $727K. The largest seller was Schneider Capital Management, cutting an estimated $59.3K.

  • 23 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q1 2015, up from 20 in Q4 2014.
  • Funds reported $7.82M of Summit Financial Group, Inc. stock for Q1 2015, up 21% quarter-over-quarter.
  • 3 funds opened new Summit Financial Group, Inc. positions in Q1 2015 and 0 closed out, a net change of +3 holders.
  • The largest Summit Financial Group, Inc. buyer in Q1 2015 was United Bank (West Virginia), an estimated $727K added.
  • The largest Summit Financial Group, Inc. seller in Q1 2015 was Schneider Capital Management, an estimated $59.3K sold.

Based on aggregated 13F filings for Q1 2015.