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SMMF

Summit Financial Group, Inc.

Delisted

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

65 hedge funds and large institutions have $84.4M invested in Summit Financial Group, Inc. in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

16% more capital invested

Capital invested by funds: $72.9M → $84.4M (+$11.5M)

14% more funds holding

Funds holding: 5765 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
65
Holders Change
+8
Holders Change %
+14.04%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
21
Reduced
18
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$13.4M +$233K +8,712 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.11M +$1.58M +59,130 +21%
Renaissance Technologies
3
Renaissance Technologies
New York
$6.26M +$222K +8,300 +4%
GJL
4
Gendell Jeffrey L
$6.23M -$96.8K -3,619 -2%
SFG
5
Summit Financial Group
West Virginia
$4.14M -$138K -5,165 -3%
State Street
6
State Street
Massachusetts
$4.08M +$256K +9,551 +7%
KCM
7
Kennedy Capital Management
Missouri
$3.42M -$261K -9,745 -7%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$3.02M +$2.4M +89,705 +357%
Northern Trust
9
Northern Trust
Illinois
$2.94M -$48.6K -1,817 -2%
PH
10
Pinnacle Holdings
Oklahoma
$2.84M
ROC
11
River Oaks Capital
Minnesota
$2.56M -$110K -4,120 -4%
ACM
12
Argent Capital Management
Missouri
$2.32M +$1.73M +64,602 +251%
VCA
13
Verdence Capital Advisors
Maryland
$2.24M +$2.27M +85,000 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.86M +$72.6K +2,714 +4%
Deutsche Bank
15
Deutsche Bank
Germany
$1.7M +$306K +11,433 +22%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.49M +$565K +21,102 +59%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.47M +$476K +17,777 +47%
BCM
18
BHZ Capital Management
California
$1.19M -$796K -29,763 -40%
BCM
19
Bridgeway Capital Management
Texas
$1.13M +$4.01K +150 +0.4%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$1.12M -$27.4K -1,024 -2%
MCM
21
Maltese Capital Management
New York
$713K
CIC
22
Cornercap Investment Counsel
Georgia
$703K +$715K +26,710 New
TCIM
23
TIAA CREF Investment Management
New York
$674K -$180K -6,737 -21%
Morgan Stanley
24
Morgan Stanley
New York
$565K +$148K +5,545 +35%
Wells Fargo
25
Wells Fargo
California
$536K +$139K +5,191 +34%

SMMF Hedge Fund Activity: Q4 2017 in Review

65 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q4 2017, worth a combined $84.4M — up 16% from $72.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMMF positions and 1 closed out — a net gain of 8 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Pacific Ridge Capital Partners, adding an estimated $2.4M. The largest seller was BHZ Capital Management, cutting an estimated $796K.

  • 65 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q4 2017, up from 57 in Q3 2017.
  • Funds reported $84.4M of Summit Financial Group, Inc. stock for Q4 2017, up 16% quarter-over-quarter.
  • 9 funds opened new Summit Financial Group, Inc. positions in Q4 2017 and 1 closed out, a net change of +8 holders.
  • The largest Summit Financial Group, Inc. buyer in Q4 2017 was Pacific Ridge Capital Partners, an estimated $2.4M added.
  • The largest Summit Financial Group, Inc. seller in Q4 2017 was BHZ Capital Management, an estimated $796K sold.

Based on aggregated 13F filings for Q4 2017.