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SMMF

Summit Financial Group, Inc.

Delisted

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

62 hedge funds and large institutions have $70.3M invested in Summit Financial Group, Inc. in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 6162 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

23% less capital invested

Capital invested by funds: $91.5M → $70.3M (-$21.2M)

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
20
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14.2M +$370K +15,970 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.6M +$36.1K +1,556 +0.3%
Renaissance Technologies
3
Renaissance Technologies
New York
$5.96M -$269K -11,600 -4%
SFG
4
Summit Financial Group
West Virginia
$5.17M -$12.8K -554 -0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$4.9M +$267K +11,525 +5%
State Street
6
State Street
Massachusetts
$4.14M -$151K -6,531 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.75M +$157K +6,786 +6%
Northern Trust
8
Northern Trust
Illinois
$2.56M +$48.5K +2,093 +2%
PH
9
Pinnacle Holdings
Oklahoma
$2.1M -$80.8K -3,484 -3%
VCA
10
Verdence Capital Advisors
Maryland
$1.87M
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.68M +$306K +13,182 +20%
BCM
12
Bridgeway Capital Management
Texas
$1.16M
ACM
13
Argent Capital Management
Missouri
$1.14M -$1.26M -54,532 -50%
HIM
14
Hillsdale Investment Management
Ontario, Canada
$1.11M -$118K -5,084 -9%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$1.01M
LSV Asset Management
16
LSV Asset Management
Illinois
$875K -$60.3K -2,600 -6%
N
17
Nuveen
North Carolina
$862K +$46.6K +2,008 +5%
Wells Fargo
18
Wells Fargo
California
$603K +$106K +4,558 +19%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$596K +$27.3K +1,179 +4%
Charles Schwab
20
Charles Schwab
California
$571K +$13K +559 +2%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$515K -$32.2K -1,387 -5%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$445K +$74.4K +3,207 +18%
PTC
23
Philadelphia Trust Company
Pennsylvania
$415K
JP Morgan Chase
24
JP Morgan Chase
New York
$391K +$54.9K +2,366 +15%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$365K +$4.5K +194 +1%

SMMF Hedge Fund Activity: Q1 2020 in Review

62 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q1 2020, worth a combined $70.3M — down 23% from $91.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SMMF positions and 5 closed out — a net gain of 1 holder — while 20 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock, adding an estimated $370K. The largest seller was Argent Capital Management, cutting an estimated $1.26M.

  • 62 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q1 2020, up from 61 in Q4 2019.
  • Funds reported $70.3M of Summit Financial Group, Inc. stock for Q1 2020, down 23% quarter-over-quarter.
  • 6 funds opened new Summit Financial Group, Inc. positions in Q1 2020 and 5 closed out, a net change of +1 holder.
  • The largest Summit Financial Group, Inc. buyer in Q1 2020 was BlackRock, an estimated $370K added.
  • The largest Summit Financial Group, Inc. seller in Q1 2020 was Argent Capital Management, an estimated $1.26M sold.

Based on aggregated 13F filings for Q1 2020.