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SMMF

Summit Financial Group, Inc.

Delisted

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

64 hedge funds and large institutions have $76.7M invested in Summit Financial Group, Inc. in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 7164 (-7)

15% less capital invested

Capital invested by funds: $89.8M → $76.7M (-$13.1M)

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
27
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$13M +$113K +4,452 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.03M +$29K +1,142 +0.3%
Renaissance Technologies
3
Renaissance Technologies
New York
$5.71M +$24.4K +960 +0.4%
State Street
4
State Street
Massachusetts
$3.85M +$35.7K +1,408 +0.9%
SFG
5
Summit Financial Group
West Virginia
$3.59M -$49.6K -1,956 -1%
PRCP
6
Pacific Ridge Capital Partners
Oregon
$3.4M -$426K -16,784 -10%
KCM
7
Kennedy Capital Management
Missouri
$2.97M -$68.5K -2,700 -2%
Northern Trust
8
Northern Trust
Illinois
$2.74M +$62.9K +2,480 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$2.65M +$419K +16,500 +17%
PH
10
Pinnacle Holdings
Oklahoma
$2.49M +$51 +2 +0%
ROC
11
River Oaks Capital
Minnesota
$2.27M +$7.61K +300 +0.3%
ACM
12
Argent Capital Management
Missouri
$2.11M
VCA
13
Verdence Capital Advisors
Maryland
$1.99M
GJL
14
Gendell Jeffrey L
$1.96M -$769K -30,317 -26%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.9M +$94K +3,705 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.25M +$17.7K +696 +1%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$1.19M
MCM
18
Maltese Capital Management
New York
$1.19M +$43.1K +1,700 +3%
ZIM
19
ZPR Investment Management
Florida
$1.07M +$181K +7,145 +18%
Deutsche Bank
20
Deutsche Bank
Germany
$1.06M -$80.1K -3,156 -6%
BCM
21
Bridgeway Capital Management
Texas
$989K
MCM
22
Maryland Capital Management
Maryland
$898K
CIC
23
Cornercap Investment Counsel
Georgia
$705K +$507 +20 +0.1%
LSV Asset Management
24
LSV Asset Management
Illinois
$624K
BCM
25
BHZ Capital Management
California
$617K -$13.3K -524 -2%

SMMF Hedge Fund Activity: Q3 2018 in Review

64 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q3 2018, worth a combined $76.7M — down 15% from $89.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SMMF and 2 opened new positions — a net loss of 7 holders — while 12 trimmed existing stakes and 27 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $419K. The largest seller was Gendell Jeffrey L, cutting an estimated $769K.

  • 64 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q3 2018, down from 71 in Q2 2018.
  • Funds reported $76.7M of Summit Financial Group, Inc. stock for Q3 2018, down 15% quarter-over-quarter.
  • 2 funds opened new Summit Financial Group, Inc. positions in Q3 2018 and 9 closed out, a net change of -7 holders.
  • The largest Summit Financial Group, Inc. buyer in Q3 2018 was Dimensional Fund Advisors, an estimated $419K added.
  • The largest Summit Financial Group, Inc. seller in Q3 2018 was Gendell Jeffrey L, an estimated $769K sold.

Based on aggregated 13F filings for Q3 2018.