We are live on ! Find out more
SMMF

Summit Financial Group, Inc.
SMMF

Delisted

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

Back to rankings

64 hedge funds and large institutions have $93.9M invested in Summit Financial Group, Inc. in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

7% more funds holding

Funds holding: 60 → 64 (+4)

6% more capital invested

Capital invested by funds: $88.5M → $93.9M (+$5.45M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
20
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.21M
2
N
Nuveen
North Carolina
+$1.12M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.01M
4
BPM
Bowling Portfolio Management
Ohio
+$1M
5
ACM
Argent Capital Management
Missouri
+$963K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$1.65M
2
GJL
Gendell Jeffrey L
-$962K
3
CIC
Cornercap Investment Counsel
Georgia
-$577K
4
PRCP
Pacific Ridge Capital Partners
Oregon
-$529K
5
LPL Financial
LPL Financial
California
-$290K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$16.8M +$1.21M +46,965 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.4M +$1.01M +39,175 +9%
Renaissance Technologies
3
Renaissance Technologies
New York
$7.39M +$374K +14,519 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$5.48M +$802K +31,104 +18%
State Street
5
State Street
Massachusetts
$5.18M +$570K +22,104 +13%
PRCP
6
Pacific Ridge Capital Partners
Oregon
$4.2M -$529K -20,531 -12%
SFG
7
Summit Financial Group
West Virginia
$3.92M -$38.7K -1,500 -1%
Northern Trust
8
Northern Trust
Illinois
$3.37M +$123K +4,760 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.18M +$600K +23,251 +24%
ACM
10
Argent Capital Management
Missouri
$2.87M +$963K +37,327 +54%
ROC
11
River Oaks Capital
Minnesota
$2.84M -$107K -4,150 -4%
PH
12
Pinnacle Holdings
Oklahoma
$2.77M – – –
VCA
13
Verdence Capital Advisors
Maryland
$2.37M – – –
BCM
14
Bridgeway Capital Management
Texas
$1.47M – – –
HIM
15
Hillsdale Investment Management
Ontario, Canada
$1.47M +$181K +7,000 +15%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.33M -$34.6K -1,341 -3%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$1.28M – – –
LSV Asset Management
18
LSV Asset Management
Illinois
$1.26M -$61.9K -2,400 -5%
GJL
19
Gendell Jeffrey L
$1.19M -$962K -37,322 -46%
N
20
Nuveen
North Carolina
$1.17M +$1.12M +43,470 New
BPM
21
Bowling Portfolio Management
Ohio
$1.05M +$1M +38,957 New
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$806K +$423K +16,420 +121%
Charles Schwab
23
Charles Schwab
California
$707K +$28.5K +1,104 +4%
Wells Fargo
24
Wells Fargo
California
$631K +$27.1K +1,049 +5%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$599K -$2.58K -100 -0.4%
1
2 3

SMMF Hedge Fund Activity: Q2 2019 in Review

64 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q2 2019, worth a combined $93.9M — up 6.2% from $88.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SMMF positions and 4 closed out — a net gain of 6 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $1.21M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $1.65M sold.

  • 64 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q2 2019, up from 60 in Q1 2019.
  • Funds reported $93.9M of Summit Financial Group, Inc. stock for Q2 2019, up 6.2% quarter-over-quarter.
  • 10 funds opened new Summit Financial Group, Inc. positions in Q2 2019 and 4 closed out, a net change of +6 holders.
  • The largest Summit Financial Group, Inc. buyer in Q2 2019 was BlackRock, an estimated $1.21M added.
  • The largest Summit Financial Group, Inc. seller in Q2 2019 was Kennedy Capital Management, an estimated $1.65M sold.

Based on aggregated 13F filings for Q2 2019.