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SMMF

Summit Financial Group, Inc.

Delisted

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

61 hedge funds and large institutions have $92.2M invested in Summit Financial Group, Inc. in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

20% more capital invested

Capital invested by funds: $76.5M → $92.2M (+$15.7M)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

9% more funds holding

Funds holding: 5661 (+5)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
20
Reduced
18
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$18.9M +$1.06M +44,647 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.6M +$163K +6,869 +1%
Renaissance Technologies
3
Renaissance Technologies
New York
$6.84M +$24.2K +1,023 +0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.59M -$403 -17 -0%
State Street
5
State Street
Massachusetts
$5.21M -$243K -10,253 -5%
SFG
6
Summit Financial Group
West Virginia
$5.18M -$841K -35,507 -15%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.41M +$500K +21,117 +15%
Northern Trust
8
Northern Trust
Illinois
$3.48M -$770K -32,509 -20%
FL
9
Fourthstone LLC
Missouri
$3.4M +$613K +25,884 +25%
PH
10
Pinnacle Holdings
Oklahoma
$2.45M +$24 +1 +0%
VCA
11
Verdence Capital Advisors
Maryland
$2.34M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.58M +$6.18K +261 +0.4%
BCM
13
Bridgeway Capital Management
Texas
$1.45M
LSV Asset Management
14
LSV Asset Management
Illinois
$1.28M -$49.8K -2,100 -4%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$1.26M
N
16
Nuveen
North Carolina
$1.2M -$42.9K -1,811 -4%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.03M +$112K +4,740 +14%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$814K +$62.1K +2,621 +9%
Charles Schwab
19
Charles Schwab
California
$750K +$29K +1,226 +5%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$750K +$98.4K +4,155 +17%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$579K -$123K -5,199 -19%
Bank of America
22
Bank of America
North Carolina
$540K +$184K +7,784 +62%
Barclays
23
Barclays
United Kingdom
$536K +$478K +20,166 New
Goldman Sachs
24
Goldman Sachs
New York
$520K +$10.8K +456 +2%
PTC
25
Philadelphia Trust Company
Pennsylvania
$519K

SMMF Hedge Fund Activity: Q1 2021 in Review

61 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q1 2021, worth a combined $92.2M — up 20% from $76.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SMMF positions and 1 closed out — a net gain of 6 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $1.06M. The largest seller was Summit Financial Group, cutting an estimated $841K.

  • 61 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q1 2021, up from 56 in Q4 2020.
  • Funds reported $92.2M of Summit Financial Group, Inc. stock for Q1 2021, up 20% quarter-over-quarter.
  • 7 funds opened new Summit Financial Group, Inc. positions in Q1 2021 and 1 closed out, a net change of +6 holders.
  • The largest Summit Financial Group, Inc. buyer in Q1 2021 was BlackRock, an estimated $1.06M added.
  • The largest Summit Financial Group, Inc. seller in Q1 2021 was Summit Financial Group, an estimated $841K sold.

Based on aggregated 13F filings for Q1 2021.