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SMMF

Summit Financial Group, Inc.

Delisted

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

59 hedge funds and large institutions have $86.4M invested in Summit Financial Group, Inc. in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

14% more capital invested

Capital invested by funds: $75.7M → $86.4M (+$10.6M)

5% more funds holding

Funds holding: 5659 (+3)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$16.8M -$121K -5,176 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.7M +$78.4K +3,357 +0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$6.43M +$90.7K +3,883 +2%
FL
4
Fourthstone LLC
Missouri
$6.4M +$2.08M +88,907 +52%
Renaissance Technologies
5
Renaissance Technologies
New York
$5.93M -$221K -9,453 -4%
SFG
6
Summit Financial Group
West Virginia
$4.78M -$100K -4,298 -2%
State Street
7
State Street
Massachusetts
$4.69M -$46.1K -1,972 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.39M +$74.5K +3,188 +2%
Northern Trust
9
Northern Trust
Illinois
$3M -$77.4K -3,313 -3%
PH
10
Pinnacle Holdings
Oklahoma
$2.26M +$23 +1 +0%
VCA
11
Verdence Capital Advisors
Maryland
$2.16M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.51M +$50.1K +2,142 +4%
BCM
13
Bridgeway Capital Management
Texas
$1.34M
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$1.17M
LSV Asset Management
15
LSV Asset Management
Illinois
$1.14M -$32.7K -1,400 -3%
N
16
Nuveen
North Carolina
$940K -$176K -7,529 -16%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$745K -$4.95K -212 -0.7%
Charles Schwab
18
Charles Schwab
California
$693K
American Century Companies
19
American Century Companies
Missouri
$649K +$79.9K +3,420 +15%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$608K -$81.4K -3,483 -12%
PTC
21
Philadelphia Trust Company
Pennsylvania
$479K
GJL
22
Gendell Jeffrey L
$469K
Wells Fargo
23
Wells Fargo
California
$428K +$284K +12,151 +228%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$424K +$631 +27 +0.2%
WG
25
Winton Group
United Kingdom
$401K +$4.65K +199 +1%

SMMF Hedge Fund Activity: Q3 2021 in Review

59 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q3 2021, worth a combined $86.4M — up 14% from $75.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SMMF positions and 3 closed out — a net gain of 4 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2.08M. The largest seller was Barclays, exiting entirely with an estimated $269K sold.

  • 59 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q3 2021, up from 56 in Q2 2021.
  • Funds reported $86.4M of Summit Financial Group, Inc. stock for Q3 2021, up 14% quarter-over-quarter.
  • 7 funds opened new Summit Financial Group, Inc. positions in Q3 2021 and 3 closed out, a net change of +4 holders.
  • The largest Summit Financial Group, Inc. buyer in Q3 2021 was Fourthstone LLC, an estimated $2.08M added.
  • The largest Summit Financial Group, Inc. seller in Q3 2021 was Barclays, an estimated $269K sold.

Based on aggregated 13F filings for Q3 2021.