SMMF

Summit Financial Group, Inc.
SMMF

Overview Fund Activity
Delisted

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

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73 hedge funds and large institutions have $107M invested in Summit Financial Group, Inc. in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
–
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
29
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.58M
2
AWM
2
Axxcess Wealth Management
California
$963K
3
Millennium Management
3
Millennium Management
New York
$1.33M
4
BlackRock
4
BlackRock
New York
$19.3M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$2.09M

Top Sellers

1
EC
1
EJF Capital
Virginia
$0
2
FL
2
Fourthstone LLC
Missouri
$2.73M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$776K
4
BRC
4
Bell Rock Capital
Delaware
$0
5
Invesco
5
Invesco
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$19.3M 717,224 +27,363 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$13M 481,757 -1,231 -0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$8.39M 311,383 +23,501 +8%
SFG
4
Summit Financial Group
West Virginia
$6.98M 258,916 -7,733 -3%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.07M 225,435 -4,567 -2%
State Street
6
State Street
Massachusetts
$5.31M 197,106 -7,237 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.16M 191,682 +1,370 +0.7%
BCM
8
Bridgeway Capital Management
Texas
$3.05M 113,037 +3,422 +3%
ROC
9
River Oaks Capital
Minnesota
$3.03M 112,500 – –
Northern Trust
10
Northern Trust
Illinois
$3M 111,396 -485 -0.4%
FL
11
Fourthstone LLC
Missouri
$2.73M 101,386 -46,287 -31%
PH
12
Pinnacle Holdings
Oklahoma
$2.49M 92,413 +1 +0%
VCA
13
Verdence Capital Advisors
Maryland
$2.32M 86,260 – –
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$2.09M 77,635 +25,145 +48%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.91M 70,784 +4,534 +7%
American Century Companies
16
American Century Companies
Missouri
$1.63M 60,431 +2,082 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.58M 58,594 +51,619 +740%
Millennium Management
18
Millennium Management
New York
$1.33M 49,528 +32,881 +198%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$1.28M 47,532 – –
EI
20
EAM Investors
California
$1.25M 46,565 -2,323 -5%
AWM
21
Axxcess Wealth Management
California
$963K 35,728 +35,728 New
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$926K 34,368 -1,521 -4%
PAM
23
Panagora Asset Management
Massachusetts
$913K 33,890 +11,154 +49%
BCM
24
BHZ Capital Management
California
$879K 32,613 – –
LSV Asset Management
25
LSV Asset Management
Illinois
$776K 28,800 -13,385 -32%
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