SMMF

Summit Financial Group, Inc.
SMMF

Overview Fund Activity
Delisted

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

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64 hedge funds and large institutions have $102M invested in Summit Financial Group, Inc. in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
17
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ROC
1
River Oaks Capital
Minnesota
$2.27M
2
SFG
2
Summit Financial Group
West Virginia
$6.83M
3
LPL Financial
3
LPL Financial
California
$660K
4
PRCP
4
Pacific Ridge Capital Partners
Oregon
$649K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.96M

Top Sellers

1
FL
1
Fourthstone LLC
Missouri
$6.6M
2
GJL
2
Gendell Jeffrey L
$0
3
WG
3
Winton Group
United Kingdom
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.36M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$19M 691,390 +4,515 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.2M 518,457 +51 +0%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.28M 265,193 +2,953 +1%
SFG
4
Summit Financial Group
West Virginia
$6.83M 248,863 +53,780 +28%
FL
5
Fourthstone LLC
Missouri
$6.6M 240,433 -20,865 -8%
Renaissance Technologies
6
Renaissance Technologies
New York
$6.36M 231,733 -10,149 -4%
State Street
7
State Street
Massachusetts
$5.35M 195,021 +3,762 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.96M 180,552 +1,233 +0.7%
Northern Trust
9
Northern Trust
Illinois
$3.28M 119,605 -2,975 -2%
PH
10
Pinnacle Holdings
Oklahoma
$2.54M 92,411 +1 +0%
VCA
11
Verdence Capital Advisors
Maryland
$2.42M 88,260 – –
ROC
12
River Oaks Capital
Minnesota
$2.27M 82,500 +82,500 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.96M 71,494 +9,840 +16%
BCM
14
Bridgeway Capital Management
Texas
$1.5M 54,615 – –
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$1.31M 47,532 – –
LSV Asset Management
16
LSV Asset Management
Illinois
$1.26M 45,790 -900 -2%
American Century Companies
17
American Century Companies
Missouri
$986K 35,918 +9,443 +36%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$957K 36,161 -3,057 -8%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$835K 30,476 – –
Charles Schwab
20
Charles Schwab
California
$776K 28,242 – –
Russell Investments Group
21
Russell Investments Group
United Kingdom
$681K 24,815 – –
LPL Financial
22
LPL Financial
California
$660K 24,058 +24,058 New
PRCP
23
Pacific Ridge Capital Partners
Oregon
$649K 23,650 +23,650 New
PTC
24
Philadelphia Trust Company
Pennsylvania
$537K 19,548 – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$517K 18,826 +2,530 +16%
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