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SMMF

Summit Financial Group, Inc.

Delisted

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

57 hedge funds and large institutions have $58.5M invested in Summit Financial Group, Inc. in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

36% more capital invested

Capital invested by funds: $42.8M → $58.5M (+$15.6M)

19% more funds holding

Funds holding: 4857 (+9)

Holders
57
Holders Change
+9
Holders Change %
+18.75%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
24
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$10.9M +$2.44M +111,297 +29%
SFG
2
Summit Financial Group
West Virginia
$5.4M +$5.38M +245,559 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.34M +$145K +6,609 +3%
GJL
4
Gendell Jeffrey L
$5.29M
Renaissance Technologies
5
Renaissance Technologies
New York
$4.2M +$74.5K +3,400 +2%
State Street
6
State Street
Massachusetts
$3.2M +$654K +29,866 +26%
Northern Trust
7
Northern Trust
Illinois
$2.52M +$604K +27,551 +32%
BCM
8
BHZ Capital Management
California
$2.49M +$2.48M +113,368 New
PH
9
Pinnacle Holdings
Oklahoma
$2.38M
HighTower Advisors
10
HighTower Advisors
Illinois
$1.74M +$13.1K +600 +0.8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.53M +$357K +16,288 +31%
ROC
12
River Oaks Capital
Minnesota
$1.26M +$524K +23,919 +71%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$962K
BCM
14
Bridgeway Capital Management
Texas
$938K +$199K +9,100 +27%
Deutsche Bank
15
Deutsche Bank
Germany
$799K +$345K +15,742 +76%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$730K +$181K +8,242 +33%
TCIM
17
TIAA CREF Investment Management
New York
$611K +$40.3K +1,841 +7%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$591K +$185K +8,463 +46%
MCM
19
Maryland Capital Management
Maryland
$550K -$59.6K -2,720 -10%
Charles Schwab
20
Charles Schwab
California
$478K +$195K +8,900 +70%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$443K
TA
22
Teachers Advisors
New York
$442K +$133K +6,084 +43%
PTC
23
Philadelphia Trust Company
Pennsylvania
$428K +$2.15K +98 +0.5%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$424K +$54.8K +2,500 +15%
LSV Asset Management
25
LSV Asset Management
Illinois
$415K +$224K +10,244 +118%

SMMF Hedge Fund Activity: Q2 2017 in Review

57 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q2 2017, worth a combined $58.5M — up 36% from $42.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SMMF positions and 5 closed out — a net gain of 9 holders — while 24 added to existing stakes and 9 trimmed.

The largest buyer was BHZ Capital Management, opening a new position worth an estimated $2.48M. The largest seller was Bowling Portfolio Management, exiting entirely with an estimated $578K sold.

  • 57 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q2 2017, up from 48 in Q1 2017.
  • Funds reported $58.5M of Summit Financial Group, Inc. stock for Q2 2017, up 36% quarter-over-quarter.
  • 14 funds opened new Summit Financial Group, Inc. positions in Q2 2017 and 5 closed out, a net change of +9 holders.
  • The largest Summit Financial Group, Inc. buyer in Q2 2017 was BHZ Capital Management, an estimated $2.48M added.
  • The largest Summit Financial Group, Inc. seller in Q2 2017 was Bowling Portfolio Management, an estimated $578K sold.

Based on aggregated 13F filings for Q2 2017.