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SMMF

Summit Financial Group, Inc.

Delisted

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

54 hedge funds and large institutions have $48.9M invested in Summit Financial Group, Inc. in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 5754 (-3)

11% less capital invested

Capital invested by funds: $54.7M → $48.9M (-$5.75M)

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
14
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$9.38M +$40.6K +2,618 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.42M -$31.7K -2,041 -0.4%
Renaissance Technologies
3
Renaissance Technologies
New York
$3.94M -$85.4K -5,500 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.65M +$7.24K +466 +0.2%
SFG
5
Summit Financial Group
West Virginia
$3.61M
State Street
6
State Street
Massachusetts
$2.99M -$3.6K -232 -0.1%
Northern Trust
7
Northern Trust
Illinois
$2.49M -$64.8K -4,172 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.03M +$36.5K +2,353 +2%
PH
9
Pinnacle Holdings
Oklahoma
$1.37M -$90K -5,795 -6%
VCA
10
Verdence Capital Advisors
Maryland
$1.31M
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1M -$286K -18,405 -21%
BCM
12
Bridgeway Capital Management
Texas
$809K
LSV Asset Management
13
LSV Asset Management
Illinois
$765K +$122K +7,869 +18%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$704K
N
15
Nuveen
North Carolina
$626K +$2.24K +144 +0.3%
ACM
16
Argent Capital Management
Missouri
$531K -$65.1K -4,196 -10%
Wells Fargo
17
Wells Fargo
California
$460K -$45.4K -2,922 -9%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$409K +$372K +23,964 +645%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$402K
Charles Schwab
20
Charles Schwab
California
$401K -$17.5K -1,126 -4%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$387K +$20.2K +1,300 +5%
WG
22
Winton Group
United Kingdom
$330K +$130K +8,384 +60%
Goldman Sachs
23
Goldman Sachs
New York
$309K -$6.97K -449 -2%
PTC
24
Philadelphia Trust Company
Pennsylvania
$290K
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$255K

SMMF Hedge Fund Activity: Q3 2020 in Review

54 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q3 2020, worth a combined $48.9M — down 11% from $54.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SMMF and 3 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 14 added.

The largest buyer was Russell Investments Group, adding an estimated $372K. The largest seller was Millennium Management, exiting entirely with an estimated $528K sold.

  • 54 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q3 2020, down from 57 in Q2 2020.
  • Funds reported $48.9M of Summit Financial Group, Inc. stock for Q3 2020, down 11% quarter-over-quarter.
  • 3 funds opened new Summit Financial Group, Inc. positions in Q3 2020 and 6 closed out, a net change of -3 holders.
  • The largest Summit Financial Group, Inc. buyer in Q3 2020 was Russell Investments Group, an estimated $372K added.
  • The largest Summit Financial Group, Inc. seller in Q3 2020 was Millennium Management, an estimated $528K sold.

Based on aggregated 13F filings for Q3 2020.