SMMF

Summit Financial Group, Inc.
SMMF

Overview Fund Activity
Delisted

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

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56 hedge funds and large institutions have $75.7M invested in Summit Financial Group, Inc. in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
56
Holders Change
-5
Holders Change %
-8.2%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
17
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$3.83M
2
SO
2
STRS Ohio
Ohio
$305K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$3.88M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$5.69M
5
American Century Companies
5
American Century Companies
Missouri
$507K

Top Sellers

1
California Public Employees Retirement System
1
California Public Employees Retirement System
California
$0
2
BlackRock
2
BlackRock
New York
$15.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$553K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$0
5
ZCM
5
Zebra Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$15.2M 692,051 -18,008 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.3M 515,049 +3,597 +0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$5.69M 258,357 +10,189 +4%
Renaissance Technologies
4
Renaissance Technologies
New York
$5.53M 251,335 -6,123 -2%
SFG
5
Summit Financial Group
West Virginia
$4.39M 199,381 +4,298 +2%
State Street
6
State Street
Massachusetts
$4.25M 193,231 -2,866 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.88M 176,131 +10,196 +6%
FL
8
Fourthstone LLC
Missouri
$3.83M 172,391 +44,132 +34%
Northern Trust
9
Northern Trust
Illinois
$2.77M 125,893 -5,164 -4%
PH
10
Pinnacle Holdings
Oklahoma
$2.03M 92,409 – –
VCA
11
Verdence Capital Advisors
Maryland
$1.94M 88,260 – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.31M 59,512 – –
BCM
13
Bridgeway Capital Management
Texas
$1.2M 54,615 – –
LSV Asset Management
14
LSV Asset Management
Illinois
$1.06M 48,090 – –
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$1.05M 47,532 – –
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$1.03M 46,747 +1,400 +3%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$676K 30,688 – –
Charles Schwab
18
Charles Schwab
California
$622K 28,242 – –
Russell Investments Group
19
Russell Investments Group
United Kingdom
$622K 28,298 +23 +0.1%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$553K 25,114 -13,855 -36%
American Century Companies
21
American Century Companies
Missouri
$507K 23,055 +6,079 +36%
PTC
22
Philadelphia Trust Company
Pennsylvania
$430K 19,548 – –
GJL
23
Gendell Jeffrey L
$421K 19,140 – –
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$380K 17,258 -1,853 -10%
WG
25
Winton Group
United Kingdom
$355K 16,146 +950 +6%
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