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SMMF

Summit Financial Group, Inc.
SMMF

Delisted

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

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61 hedge funds and large institutions have $91.5M invested in Summit Financial Group, Inc. in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

10% more capital invested

Capital invested by funds: $83.4M → $91.5M (+$8.12M)

3% more funds holding

Funds holding: 59 → 61 (+2)

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
22
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFG
Summit Financial Group
West Virginia
+$3.71M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$488K
3
Morgan Stanley
Morgan Stanley
New York
+$291K
4
Renaissance Technologies
Renaissance Technologies
New York
+$264K
5
JP Morgan Chase
JP Morgan Chase
New York
+$251K

Top Sellers

Rank Fund Capital Flow
1
OAM
Oxford Asset Management
United Kingdom
-$305K
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$108K
3
Northern Trust
Northern Trust
Illinois
-$78.9K
4
MCM
Maryland Capital Management
Maryland
-$65.9K
5
Victory Capital Management
Victory Capital Management
Texas
-$54K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$17.6M +$146K +5,542 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.5M -$4.96K -188 -0%
Renaissance Technologies
3
Renaissance Technologies
New York
$7.92M +$264K +10,000 +4%
SFG
4
Summit Financial Group
West Virginia
$6.62M +$3.71M +140,632 +135%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.95M +$202K +7,680 +4%
State Street
6
State Street
Massachusetts
$5.46M +$187K +7,079 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.33M +$22.6K +858 +0.7%
Northern Trust
8
Northern Trust
Illinois
$3.22M -$78.9K -2,993 -2%
ACM
9
Argent Capital Management
Missouri
$2.93M – – –
PH
10
Pinnacle Holdings
Oklahoma
$2.77M -$24.9K -946 -0.9%
VCA
11
Verdence Capital Advisors
Maryland
$2.39M – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.79M +$488K +18,521 +39%
HIM
13
Hillsdale Investment Management
Ontario, Canada
$1.56M +$90.1K +3,418 +6%
BCM
14
Bridgeway Capital Management
Texas
$1.48M – – –
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$1.29M – – –
LSV Asset Management
16
LSV Asset Management
Illinois
$1.19M -$21.1K -800 -2%
N
17
Nuveen
North Carolina
$1.05M -$6.25K -237 -0.6%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$729K +$111K +4,212 +19%
Charles Schwab
19
Charles Schwab
California
$714K – – –
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$695K +$2.64K +100 +0.4%
Wells Fargo
21
Wells Fargo
California
$646K -$18.9K -715 -3%
PTC
22
Philadelphia Trust Company
Pennsylvania
$530K – – –
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$482K +$8.96K +340 +2%
GJL
24
Gendell Jeffrey L
$467K -$47K -1,781 -9%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$461K – – –
1
2 3

SMMF Hedge Fund Activity: Q4 2019 in Review

61 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q4 2019, worth a combined $91.5M — up 9.7% from $83.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SMMF positions and 3 closed out — a net gain of 4 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Summit Financial Group, adding an estimated $3.71M. The largest seller was Oxford Asset Management, exiting entirely with an estimated $305K sold.

  • 61 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q4 2019, up from 59 in Q3 2019.
  • Funds reported $91.5M of Summit Financial Group, Inc. stock for Q4 2019, up 9.7% quarter-over-quarter.
  • 7 funds opened new Summit Financial Group, Inc. positions in Q4 2019 and 3 closed out, a net change of +4 holders.
  • The largest Summit Financial Group, Inc. buyer in Q4 2019 was Summit Financial Group, an estimated $3.71M added.
  • The largest Summit Financial Group, Inc. seller in Q4 2019 was Oxford Asset Management, an estimated $305K sold.

Based on aggregated 13F filings for Q4 2019.