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SMMF

Summit Financial Group, Inc.
SMMF

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.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

0% more funds holding

Funds holding: 73 → 73 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less capital invested

Capital invested by funds: $108M → $107M (-$1.06M)

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

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.48M
2
AWM
Axxcess Wealth Management
California
+$1.02M
3
Millennium Management
Millennium Management
New York
+$940K
4
BlackRock
BlackRock
New York
+$782K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$719K

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$1.64M
2
FL
Fourthstone LLC
Missouri
-$1.32M
3
LSV Asset Management
LSV Asset Management
Illinois
-$383K
4
BRC
Bell Rock Capital
Delaware
-$285K
5
Invesco
Invesco
Georgia
-$268K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$19.3M +$782K +27,363 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$13M -$35.2K -1,231 -0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$8.39M +$672K +23,501 +8%
SFG
4
Summit Financial Group
West Virginia
$6.97M -$221K -7,733 -3%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.07M -$131K -4,567 -2%
State Street
6
State Street
Massachusetts
$5.31M -$207K -7,237 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.16M +$39.2K +1,370 +0.7%
BCM
8
Bridgeway Capital Management
Texas
$3.04M +$97.8K +3,422 +3%
ROC
9
River Oaks Capital
Minnesota
$3.03M – – –
Northern Trust
10
Northern Trust
Illinois
$3M -$13.9K -485 -0.4%
FL
11
Fourthstone LLC
Missouri
$2.73M -$1.32M -46,287 -31%
PH
12
Pinnacle Holdings
Oklahoma
$2.49M +$29 +1 +0%
VCA
13
Verdence Capital Advisors
Maryland
$2.32M – – –
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$2.09M +$719K +25,145 +48%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.91M +$130K +4,534 +7%
American Century Companies
16
American Century Companies
Missouri
$1.63M +$59.5K +2,082 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.58M +$1.48M +51,619 +740%
Millennium Management
18
Millennium Management
New York
$1.33M +$940K +32,881 +198%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$1.28M – – –
EI
20
EAM Investors
California
$1.25M -$66.4K -2,323 -5%
AWM
21
Axxcess Wealth Management
California
$963K +$1.02M +35,728 New
N
22
Nuveen
North Carolina
$926K -$43.5K -1,521 -4%
PAM
23
Panagora Asset Management
Massachusetts
$913K +$319K +11,154 +49%
BCM
24
BHZ Capital Management
California
$879K – – –
LSV Asset Management
25
LSV Asset Management
Illinois
$776K -$383K -13,385 -32%
1
2 3 4

SMMF Hedge Fund Activity: Q3 2022 in Review

73 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q3 2022, worth a combined $107M — down 0.98% from $108M a quarter earlier.

Fund positioning in SMMF was balanced in Q3 2022: 7 funds opened new positions, 7 closed out, 29 added to existing stakes and 15 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.48M. The largest seller was EJF Capital, exiting entirely with an estimated $1.64M sold.

  • 73 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $107M of Summit Financial Group, Inc. stock for Q3 2022, down 0.98% quarter-over-quarter.
  • 7 funds opened new Summit Financial Group, Inc. positions in Q3 2022 and 7 closed out, a net change of 0 holders.
  • The largest Summit Financial Group, Inc. buyer in Q3 2022 was Royal Bank of Canada, an estimated $1.48M added.
  • The largest Summit Financial Group, Inc. seller in Q3 2022 was EJF Capital, an estimated $1.64M sold.

Based on aggregated 13F filings for Q3 2022.