SMMF

Summit Financial Group, Inc.
SMMF

Overview Fund Activity
Delisted

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

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70 hedge funds and large institutions have $88.8M invested in Summit Financial Group, Inc. in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
26
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$18.8M
2
Invesco
2
Invesco
Georgia
$425K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.73M
4
Citadel Advisors
4
Citadel Advisors
Florida
$454K
5
Cerity Partners
5
Cerity Partners
New York
$249K

Top Sellers

1
FL
1
Fourthstone LLC
Missouri
$0
2
EI
2
EAM Investors
California
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.19M
4
SFG
4
Summit Financial Group
West Virginia
$5.97M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$18.8M 753,859 +36,635 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.1M 484,491 +2,734 +0.6%
SFG
3
Summit Financial Group
West Virginia
$5.97M 239,952 -18,964 -7%
Renaissance Technologies
4
Renaissance Technologies
New York
$5.38M 215,932 -9,503 -4%
State Street
5
State Street
Massachusetts
$5.07M 203,882 +6,776 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.84M 194,273 +2,591 +1%
BCM
7
Bridgeway Capital Management
Texas
$2.81M 113,037 – –
ROC
8
River Oaks Capital
Minnesota
$2.8M 112,500 – –
Northern Trust
9
Northern Trust
Illinois
$2.75M 110,657 -739 -0.7%
PH
10
Pinnacle Holdings
Oklahoma
$2.28M 91,792 -621 -0.7%
VCA
11
Verdence Capital Advisors
Maryland
$2.15M 86,260 – –
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$2.01M 80,667 +3,032 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.73M 69,528 +10,934 +19%
American Century Companies
14
American Century Companies
Missouri
$1.52M 61,065 +634 +1%
Millennium Management
15
Millennium Management
New York
$1.21M 48,686 -842 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.19M 47,815 -22,969 -32%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$1.18M 47,532 – –
PAM
18
Panagora Asset Management
Massachusetts
$842K 33,813 -77 -0.2%
AWM
19
Axxcess Wealth Management
California
$815K 32,755 -2,973 -8%
BCM
20
BHZ Capital Management
California
$812K 32,613 – –
PRCP
21
Pacific Ridge Capital Partners
Oregon
$792K 31,830 +8,200 +35%
Charles Schwab
22
Charles Schwab
California
$754K 30,305 +2,424 +9%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$743K 29,829 -4,539 -13%
LSV Asset Management
24
LSV Asset Management
Illinois
$717K 28,800 – –
Russell Investments Group
25
Russell Investments Group
United Kingdom
$622K 24,989 – –
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