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SMMF

Summit Financial Group, Inc.
SMMF

Delisted

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

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48 hedge funds and large institutions have $42.8M invested in Summit Financial Group, Inc. in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

2% less funds holding

Funds holding: 49 → 48 (-1)

19% less capital invested

Capital invested by funds: $53M → $42.8M (-$10.1M)

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.22M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$824K
3
BPM
Bowling Portfolio Management
Ohio
+$647K
4
Renaissance Technologies
Renaissance Technologies
New York
+$643K
5
SG Americas Securities
SG Americas Securities
New York
+$319K

Top Sellers

Rank Fund Capital Flow
1
PTC
Philadelphia Trust Company
Pennsylvania
-$504K
2
Morgan Stanley
Morgan Stanley
New York
-$320K
3
JP Morgan Chase
JP Morgan Chase
New York
-$290K
4
First Trust Advisors
First Trust Advisors
Illinois
-$264K
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$237K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$8.25M +$9.22M +382,638 +118,464%
GJL
2
Gendell Jeffrey L
$5.18M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.08M +$824K +34,203 +17%
Renaissance Technologies
4
Renaissance Technologies
New York
$4.04M +$643K +26,700 +17%
State Street
5
State Street
Massachusetts
$2.49M +$240K +9,947 +9%
PH
6
Pinnacle Holdings
Oklahoma
$2.33M -$154K -6,375 -6%
Northern Trust
7
Northern Trust
Illinois
$1.88M +$207K +8,584 +11%
HighTower Advisors
8
HighTower Advisors
Illinois
$1.69M +$86.6K +3,595 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.15M +$35.7K +1,484 +3%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$942K – – –
ROC
11
River Oaks Capital
Minnesota
$723K -$2.87K -119 -0.4%
BCM
12
Bridgeway Capital Management
Texas
$722K -$3.61K -150 -0.4%
MCM
13
Maryland Capital Management
Maryland
$597K +$65.5K +2,720 +11%
BPM
14
Bowling Portfolio Management
Ohio
$578K +$647K +26,846 New
TCIM
15
TIAA CREF Investment Management
New York
$559K -$3.18K -132 -0.5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$536K +$77K +3,196 +15%
Deutsche Bank
17
Deutsche Bank
Germany
$442K +$180K +7,479 +57%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$434K – – –
PTC
19
Philadelphia Trust Company
Pennsylvania
$417K -$504K -20,920 -52%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$396K – – –
ZIM
21
Zacks Investment Management
Illinois
$370K – – –
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$361K -$9.64K -400 -2%
Ohio Public Employees Retirement System (OPERS)
23
Ohio Public Employees Retirement System (OPERS)
Ohio
$342K – – –
TA
24
Teachers Advisors
New York
$302K – – –
SG Americas Securities
25
SG Americas Securities
New York
$286K +$319K +13,259 New
1
2 3

SMMF Hedge Fund Activity: Q1 2017 in Review

48 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q1 2017, worth a combined $42.8M — down 19% from $53M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SMMF positions and 3 closed out — a net gain of 3 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $9.22M. The largest seller was Philadelphia Trust Company, cutting an estimated $504K.

  • 48 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q1 2017, down from 49 in Q4 2016.
  • Funds reported $42.8M of Summit Financial Group, Inc. stock for Q1 2017, down 19% quarter-over-quarter.
  • 6 funds opened new Summit Financial Group, Inc. positions in Q1 2017 and 3 closed out, a net change of +3 holders.
  • The largest Summit Financial Group, Inc. buyer in Q1 2017 was BlackRock, an estimated $9.22M added.
  • The largest Summit Financial Group, Inc. seller in Q1 2017 was Philadelphia Trust Company, an estimated $504K sold.

Based on aggregated 13F filings for Q1 2017.