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SMMF

Summit Financial Group, Inc.
SMMF

Delisted

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

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25 hedge funds and large institutions have $9.36M invested in Summit Financial Group, Inc. in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

4% more capital invested

Capital invested by funds: $9M → $9.36M (+$362K)

0% more funds holding

Funds holding: 25 → 25 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BIT
BlackRock Institutional Trust
California
+$150K
2
Renaissance Technologies
Renaissance Technologies
New York
+$103K
3
GJL
Gendell Jeffrey L
+$74.1K
4
BGIM
Brandywine Global Investment Management
Pennsylvania
+$56.3K
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$23.8K

Top Sellers

Rank Fund Capital Flow
1
MCWS
McKinley Carter Wealth Services
West Virginia
-$411K
2
SCM
Schneider Capital Management
Pennsylvania
-$160K
3
Morgan Stanley
Morgan Stanley
New York
-$223
Name Holding Trade Value Shares
Change 		Change in
Stake
GJL
1
Gendell Jeffrey L
$2.35M +$74.1K +6,304 +3%
PH
2
Pinnacle Holdings
Oklahoma
$1.16M +$4.41K +375 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$947K +$1.06K +90 +0.1%
JP Morgan Chase
4
JP Morgan Chase
New York
$869K – – –
HighTower Advisors
5
HighTower Advisors
Illinois
$846K – – –
UBWV
6
United Bank (West Virginia)
West Virginia
$778K – – –
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$537K +$23.8K +2,024 +5%
Renaissance Technologies
8
Renaissance Technologies
New York
$522K +$103K +8,800 +25%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$237K – – –
ZIM
10
Zacks Investment Management
Illinois
$202K – – –
BIT
11
BlackRock Institutional Trust
California
$202K +$150K +12,763 +287%
BC
12
Burney Company
Virginia
$155K – – –
TH
13
TCTC Holdings
Texas
$147K – – –
LSV Asset Management
14
LSV Asset Management
Illinois
$110K – – –
Morgan Stanley
15
Morgan Stanley
New York
$82K -$223 -19 -0.3%
BGIM
16
Brandywine Global Investment Management
Pennsylvania
$57K +$56.3K +4,790 New
Wells Fargo
17
Wells Fargo
California
$51K +$12 +1 +0%
Bank of America
18
Bank of America
North Carolina
$48K – – –
BA
19
BlackRock Advisors
Delaware
$27K +$7.11K +605 +36%
BIM
20
BlackRock Investment Management
Delaware
$15K – – –
HF
21
Hoxton Financial
West Virginia
$12K – – –
TRCT
22
Tower Research Capital (TRC)
New York
$8K +$3.21K +273 +62%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1K +$12 +1 +1%
UBS Group
24
UBS Group
Switzerland
$1K +$823 +70 New
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3 +$2.85K +242 New
1
2

SMMF Hedge Fund Activity: Q3 2015 in Review

25 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q3 2015, worth a combined $9.36M — up 4% from $9M a quarter earlier.

Fund positioning in SMMF was balanced in Q3 2015: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 1 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $150K. The largest seller was McKinley Carter Wealth Services, exiting entirely with an estimated $411K sold.

  • 25 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $9.36M of Summit Financial Group, Inc. stock for Q3 2015, up 4% quarter-over-quarter.
  • 3 funds opened new Summit Financial Group, Inc. positions in Q3 2015 and 3 closed out, a net change of 0 holders.
  • The largest Summit Financial Group, Inc. buyer in Q3 2015 was BlackRock Institutional Trust, an estimated $150K added.
  • The largest Summit Financial Group, Inc. seller in Q3 2015 was McKinley Carter Wealth Services, an estimated $411K sold.

Based on aggregated 13F filings for Q3 2015.