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SMMF

Summit Financial Group, Inc.

Delisted

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

67 hedge funds and large institutions have $82.3M invested in Summit Financial Group, Inc. in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

3% more funds holding

Funds holding: 6567 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $84.4M → $82.3M (-$2.04M)

46% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 28

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
15
Reduced
28
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$12.6M -$147K -5,804 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.43M +$785K +31,038 +9%
Renaissance Technologies
3
Renaissance Technologies
New York
$6.25M +$304K +12,000 +5%
State Street
4
State Street
Massachusetts
$4.13M +$250K +9,868 +6%
SFG
5
Summit Financial Group
West Virginia
$3.92M -$10.2K -403 -0.3%
GJL
6
Gendell Jeffrey L
$3.83M -$2.11M -83,474 -35%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$3.79M +$927K +36,630 +32%
KCM
8
Kennedy Capital Management
Missouri
$3.17M -$78.8K -3,114 -2%
Northern Trust
9
Northern Trust
Illinois
$2.77M -$19.2K -758 -0.7%
PH
10
Pinnacle Holdings
Oklahoma
$2.68M -$18.8K -744 -0.7%
ROC
11
River Oaks Capital
Minnesota
$2.44M
ACM
12
Argent Capital Management
Missouri
$2.27M +$10.2K +405 +0.4%
VCA
13
Verdence Capital Advisors
Maryland
$2.13M
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.02M +$607K +24,004 +42%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.8M +$27.6K +1,093 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.38M -$15.9K -629 -1%
Deutsche Bank
17
Deutsche Bank
Germany
$1.38M -$239K -9,430 -15%
MCM
18
Maltese Capital Management
New York
$1.38M +$706K +27,900 +103%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$1.07M
BCM
20
Bridgeway Capital Management
Texas
$1.07M -$3.79K -150 -0.4%
MCM
21
Maryland Capital Management
Maryland
$968K +$473K +18,696 +93%
BCM
22
BHZ Capital Management
California
$940K -$192K -7,594 -17%
ZIM
23
ZPR Investment Management
Florida
$918K +$928K +36,703 New
CIC
24
Cornercap Investment Counsel
Georgia
$668K +$430 +17 +0.1%
TCIM
25
TIAA CREF Investment Management
New York
$641K

SMMF Hedge Fund Activity: Q1 2018 in Review

67 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q1 2018, worth a combined $82.3M — down 2.4% from $84.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SMMF positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 28 trimmed.

The largest buyer was ZPR Investment Management, opening a new position worth an estimated $928K. The largest seller was Gendell Jeffrey L, cutting an estimated $2.11M.

  • 67 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q1 2018, up from 65 in Q4 2017.
  • Funds reported $82.3M of Summit Financial Group, Inc. stock for Q1 2018, down 2.4% quarter-over-quarter.
  • 5 funds opened new Summit Financial Group, Inc. positions in Q1 2018 and 2 closed out, a net change of +3 holders.
  • The largest Summit Financial Group, Inc. buyer in Q1 2018 was ZPR Investment Management, an estimated $928K added.
  • The largest Summit Financial Group, Inc. seller in Q1 2018 was Gendell Jeffrey L, an estimated $2.11M sold.

Based on aggregated 13F filings for Q1 2018.