SMMF

Summit Financial Group, Inc.
SMMF

Overview Fund Activity
Delisted

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

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27 hedge funds and large institutions have $11.2M invested in Summit Financial Group, Inc. in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PTC
1
Philadelphia Trust Company
Pennsylvania
$732K
2
GJL
2
Gendell Jeffrey L
$3.06M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$157K
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$149K
5
PH
5
Pinnacle Holdings
Oklahoma
$1.24M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$25K
2
TRCT
2
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GJL
1
Gendell Jeffrey L
$3.06M 257,440 +57,706 +29%
PH
2
Pinnacle Holdings
Oklahoma
$1.24M 104,027 +5,634 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$958K 80,523 – –
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$879K 73,896 – –
HighTower Advisors
5
HighTower Advisors
Illinois
$869K 73,091 +1,200 +2%
UBWV
6
United Bank (West Virginia)
West Virginia
$785K 66,100 – –
PTC
7
Philadelphia Trust Company
Pennsylvania
$732K 61,583 +61,583 New
Renaissance Technologies
8
Renaissance Technologies
New York
$574K 48,335 +4,000 +9%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$554K 46,631 +1,047 +2%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$240K 20,147 – –
BIT
11
BlackRock Institutional Trust
California
$204K 17,204 – –
ZIM
12
Zacks Investment Management
Illinois
$204K 17,182 – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$157K 13,253 +13,147 +12,403%
BC
14
Burney Company
Virginia
$149K 13,200 – –
BGIM
15
Brandywine Global Investment Management
Pennsylvania
$149K 12,500 +7,710 +161%
TH
16
TCTC Holdings
Texas
$148K 12,500 – –
LSV Asset Management
17
LSV Asset Management
Illinois
$111K 9,412 – –
Wells Fargo
18
Wells Fargo
California
$51K 4,315 – –
Bank of America
19
Bank of America
North Carolina
$49K 4,088 – –
BA
20
BlackRock Advisors
Delaware
$27K 2,289 – –
Morgan Stanley
21
Morgan Stanley
New York
$25K 2,148 -4,807 -69%
BIM
22
BlackRock Investment Management
Delaware
$17K 1,410 +102 +8%
UBS Group
23
UBS Group
Switzerland
$15K 1,290 +1,220 +1,743%
BFA
24
BlackRock Fund Advisors
California
$15K 1,246 +1,246 New
HF
25
Hoxton Financial
West Virginia
$12K 1,000 – –
1
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