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SMMF

Summit Financial Group, Inc.

Delisted

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

57 hedge funds and large institutions have $54.7M invested in Summit Financial Group, Inc. in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 6257 (-5)

22% less capital invested

Capital invested by funds: $70.3M → $54.7M (-$15.7M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
57
Holders Change
-5
Holders Change %
-8.06%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
17
Reduced
16
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$10.4M -$597K -36,342 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.29M +$20.2K +1,228 +0.2%
Renaissance Technologies
3
Renaissance Technologies
New York
$4.48M -$151K -9,200 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$4.06M +$248K +15,113 +7%
SFG
5
Summit Financial Group
West Virginia
$4.02M
State Street
6
State Street
Massachusetts
$3.33M +$112K +6,792 +3%
Northern Trust
7
Northern Trust
Illinois
$2.84M +$848K +51,616 +43%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.21M +$75.2K +4,577 +4%
PH
9
Pinnacle Holdings
Oklahoma
$1.62M -$10.3K -628 -0.6%
VCA
10
Verdence Capital Advisors
Maryland
$1.46M
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.42M +$110K +6,710 +8%
BCM
12
Bridgeway Capital Management
Texas
$900K
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$783K
LSV Asset Management
14
LSV Asset Management
Illinois
$722K +$41.6K +2,531 +6%
N
15
Nuveen
North Carolina
$695K +$24.2K +1,472 +4%
ACM
16
Argent Capital Management
Missouri
$660K -$222K -13,520 -25%
Wells Fargo
17
Wells Fargo
California
$561K +$92K +5,602 +20%
Millennium Management
18
Millennium Management
New York
$528K +$526K +32,022 New
Charles Schwab
19
Charles Schwab
California
$464K +$20.6K +1,256 +5%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$446K -$16.1K -978 -3%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$409K +$9.08K +553 +2%
Goldman Sachs
22
Goldman Sachs
New York
$352K +$350K +21,335 New
PTC
23
Philadelphia Trust Company
Pennsylvania
$322K
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$320K -$25.7K -1,566 -7%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$284K

SMMF Hedge Fund Activity: Q2 2020 in Review

57 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q2 2020, worth a combined $54.7M — down 22% from $70.3M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SMMF and 7 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 17 added.

The largest buyer was Northern Trust, adding an estimated $848K. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $1.11M sold.

  • 57 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q2 2020, down from 62 in Q1 2020.
  • Funds reported $54.7M of Summit Financial Group, Inc. stock for Q2 2020, down 22% quarter-over-quarter.
  • 7 funds opened new Summit Financial Group, Inc. positions in Q2 2020 and 12 closed out, a net change of -5 holders.
  • The largest Summit Financial Group, Inc. buyer in Q2 2020 was Northern Trust, an estimated $848K added.
  • The largest Summit Financial Group, Inc. seller in Q2 2020 was Hillsdale Investment Management, an estimated $1.11M sold.

Based on aggregated 13F filings for Q2 2020.