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SMMF

Summit Financial Group, Inc.
SMMF

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.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

20% more capital invested

Capital invested by funds: $9.36M → $11.2M (+$1.87M)

8% more funds holding

Funds holding: 25 → 27 (+2)

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

Rank Fund Capital Flow
1
PTC
Philadelphia Trust Company
Pennsylvania
+$713K
2
GJL
Gendell Jeffrey L
+$668K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$152K
4
BGIM
Brandywine Global Investment Management
Pennsylvania
+$89.3K
5
PH
Pinnacle Holdings
Oklahoma
+$65.2K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$55.7K
2
TRCT
Tower Research Capital (TRC)
New York
-$8K
Name Holding Trade Value Shares
Change 		Change in
Stake
GJL
1
Gendell Jeffrey L
$3.06M +$668K +57,706 +29%
PH
2
Pinnacle Holdings
Oklahoma
$1.24M +$65.2K +5,634 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$958K – – –
JP Morgan Chase
4
JP Morgan Chase
New York
$879K – – –
HighTower Advisors
5
HighTower Advisors
Illinois
$869K +$13.9K +1,200 +2%
UBWV
6
United Bank (West Virginia)
West Virginia
$785K – – –
PTC
7
Philadelphia Trust Company
Pennsylvania
$732K +$713K +61,583 New
Renaissance Technologies
8
Renaissance Technologies
New York
$574K +$46.3K +4,000 +9%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$554K +$12.1K +1,047 +2%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$240K – – –
BIT
11
BlackRock Institutional Trust
California
$204K – – –
ZIM
12
Zacks Investment Management
Illinois
$204K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$157K +$152K +13,147 +12,403%
BC
14
Burney Company
Virginia
$149K – – –
BGIM
15
Brandywine Global Investment Management
Pennsylvania
$149K +$89.3K +7,710 +161%
TH
16
TCTC Holdings
Texas
$148K – – –
LSV Asset Management
17
LSV Asset Management
Illinois
$111K – – –
Wells Fargo
18
Wells Fargo
California
$51K – – –
Bank of America
19
Bank of America
North Carolina
$49K – – –
BA
20
BlackRock Advisors
Delaware
$27K – – –
Morgan Stanley
21
Morgan Stanley
New York
$25K -$55.7K -4,807 -69%
BIM
22
BlackRock Investment Management
Delaware
$17K +$1.18K +102 +8%
UBS Group
23
UBS Group
Switzerland
$15K +$14.1K +1,220 +1,743%
BFA
24
BlackRock Fund Advisors
California
$15K +$14.4K +1,246 New
HF
25
Hoxton Financial
West Virginia
$12K – – –
1
2

SMMF Hedge Fund Activity: Q4 2015 in Review

27 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q4 2015, worth a combined $11.2M — up 20% from $9.36M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SMMF positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Philadelphia Trust Company, opening a new position worth an estimated $713K. The largest seller was Morgan Stanley, cutting an estimated $55.7K.

  • 27 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q4 2015, up from 25 in Q3 2015.
  • Funds reported $11.2M of Summit Financial Group, Inc. stock for Q4 2015, up 20% quarter-over-quarter.
  • 3 funds opened new Summit Financial Group, Inc. positions in Q4 2015 and 1 closed out, a net change of +2 holders.
  • The largest Summit Financial Group, Inc. buyer in Q4 2015 was Philadelphia Trust Company, an estimated $713K added.
  • The largest Summit Financial Group, Inc. seller in Q4 2015 was Morgan Stanley, an estimated $55.7K sold.

Based on aggregated 13F filings for Q4 2015.