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SMMF

Summit Financial Group, Inc.

Delisted

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

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.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

18% more capital invested

Capital invested by funds: $86.4M → $102M (+$15.3M)

8% more funds holding

Funds holding: 5964 (+5)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.98%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$19M +$119K +4,515 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.2M +$1.35K +51 +0%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.28M +$78.1K +2,953 +1%
SFG
4
Summit Financial Group
West Virginia
$6.83M +$1.42M +53,780 +28%
FL
5
Fourthstone LLC
Missouri
$6.6M -$552K -20,865 -8%
Renaissance Technologies
6
Renaissance Technologies
New York
$6.36M -$268K -10,149 -4%
State Street
7
State Street
Massachusetts
$5.35M +$99.4K +3,762 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.96M +$32.6K +1,233 +0.7%
Northern Trust
9
Northern Trust
Illinois
$3.28M -$78.6K -2,975 -2%
PH
10
Pinnacle Holdings
Oklahoma
$2.54M +$26 +1 +0%
VCA
11
Verdence Capital Advisors
Maryland
$2.42M
ROC
12
River Oaks Capital
Minnesota
$2.27M +$2.18M +82,500 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.96M +$260K +9,840 +16%
BCM
14
Bridgeway Capital Management
Texas
$1.5M
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$1.3M
LSV Asset Management
16
LSV Asset Management
Illinois
$1.26M -$23.8K -900 -2%
American Century Companies
17
American Century Companies
Missouri
$986K +$250K +9,443 +36%
N
18
Nuveen
North Carolina
$957K -$80.8K -3,057 -8%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$835K
Charles Schwab
20
Charles Schwab
California
$776K
Russell Investments Group
21
Russell Investments Group
United Kingdom
$681K
LPL Financial
22
LPL Financial
California
$660K +$636K +24,058 New
PRCP
23
Pacific Ridge Capital Partners
Oregon
$649K +$625K +23,650 New
PTC
24
Philadelphia Trust Company
Pennsylvania
$537K
JP Morgan Chase
25
JP Morgan Chase
New York
$517K +$66.9K +2,530 +16%

SMMF Hedge Fund Activity: Q4 2021 in Review

64 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q4 2021, worth a combined $102M — up 18% from $86.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SMMF positions and 3 closed out — a net gain of 5 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Summit Financial Group, adding an estimated $1.42M. The largest seller was Fourthstone LLC, cutting an estimated $552K.

  • 64 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q4 2021, up from 59 in Q3 2021.
  • Funds reported $102M of Summit Financial Group, Inc. stock for Q4 2021, up 18% quarter-over-quarter.
  • 8 funds opened new Summit Financial Group, Inc. positions in Q4 2021 and 3 closed out, a net change of +5 holders.
  • The largest Summit Financial Group, Inc. buyer in Q4 2021 was Summit Financial Group, an estimated $1.42M added.
  • The largest Summit Financial Group, Inc. seller in Q4 2021 was Fourthstone LLC, an estimated $552K sold.

Based on aggregated 13F filings for Q4 2021.