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SMMF

Summit Financial Group, Inc.

Delisted

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

71 hedge funds and large institutions have $96.8M invested in Summit Financial Group, Inc. in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

11% more funds holding

Funds holding: 6471 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

5% less capital invested

Capital invested by funds: $102M → $96.8M (-$4.86M)

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
20
Reduced
21
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$17.6M -$143K -5,318 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.5M -$856K -31,926 -6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.05M +$279K +10,394 +4%
SFG
4
Summit Financial Group
West Virginia
$6.88M +$536K +20,000 +8%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.06M +$134K +5,002 +2%
State Street
6
State Street
Massachusetts
$5.09M +$104K +3,861 +2%
FL
7
Fourthstone LLC
Missouri
$4.83M -$1.39M -51,855 -22%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.72M +$110K +4,094 +2%
Northern Trust
9
Northern Trust
Illinois
$2.9M -$168K -6,277 -5%
ROC
10
River Oaks Capital
Minnesota
$2.44M +$346K +12,900 +16%
PH
11
Pinnacle Holdings
Oklahoma
$2.36M
VCA
12
Verdence Capital Advisors
Maryland
$2.26M
EC
13
EJF Capital
Virginia
$1.92M +$2.01M +75,000 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.82M -$13.8K -516 -0.7%
BCM
15
Bridgeway Capital Management
Texas
$1.4M
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$1.22M
American Century Companies
17
American Century Companies
Missouri
$1.18M +$274K +10,218 +28%
LSV Asset Management
18
LSV Asset Management
Illinois
$1.1M -$72.5K -2,705 -6%
N
19
Nuveen
North Carolina
$960K +$10.5K +393 +1%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$856K +$80.9K +3,016 +10%
BCM
21
BHZ Capital Management
California
$824K +$456K +17,017 +112%
Charles Schwab
22
Charles Schwab
California
$724K +$322 +12 +0%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$635K
LPL Financial
24
LPL Financial
California
$616K
PRCP
25
Pacific Ridge Capital Partners
Oregon
$605K

SMMF Hedge Fund Activity: Q1 2022 in Review

71 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q1 2022, worth a combined $96.8M — down 4.8% from $102M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SMMF positions and 1 closed out — a net gain of 7 holders — while 20 added to existing stakes and 21 trimmed.

The largest buyer was EJF Capital, opening a new position worth an estimated $2.01M. The largest seller was Fourthstone LLC, cutting an estimated $1.39M.

  • 71 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q1 2022, up from 64 in Q4 2021.
  • Funds reported $96.8M of Summit Financial Group, Inc. stock for Q1 2022, down 4.8% quarter-over-quarter.
  • 8 funds opened new Summit Financial Group, Inc. positions in Q1 2022 and 1 closed out, a net change of +7 holders.
  • The largest Summit Financial Group, Inc. buyer in Q1 2022 was EJF Capital, an estimated $2.01M added.
  • The largest Summit Financial Group, Inc. seller in Q1 2022 was Fourthstone LLC, an estimated $1.39M sold.

Based on aggregated 13F filings for Q1 2022.