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 $81.8M invested in Summit Financial Group, Inc. in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
31
Reduced
20
Closed
5
Calls
–
Puts
$222K
Net Calls
-$222K
Net Calls Change
-$222K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$1.49M
2
ROC
2
River Oaks Capital
Minnesota
$2.7M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.14M
4
QC
4
Quadrature Capital
United Kingdom
$509K
5
Marshall Wace
5
Marshall Wace
United Kingdom
$284K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
BlackRock
2
BlackRock
New York
$15.3M
3
PAM
3
Panagora Asset Management
Massachusetts
$400K
4
Cerity Partners
4
Cerity Partners
New York
$0
5
BC
5
Burney Company
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$15.3M 738,615 -15,244 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.2M 490,878 +6,387 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.14M 344,000 +16,586 +5%
SFG
4
Summit Financial Group
West Virginia
$5.08M 244,727 +4,775 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$4.4M 211,835 -4,097 -2%
State Street
6
State Street
Massachusetts
$4.37M 210,783 +6,901 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.3M 207,260 +12,987 +7%
ROC
8
River Oaks Capital
Minnesota
$2.7M 130,000 +17,500 +16%
BCM
9
Bridgeway Capital Management
Texas
$2.3M 110,757 -2,280 -2%
Northern Trust
10
Northern Trust
Illinois
$2.25M 108,616 -2,041 -2%
PH
11
Pinnacle Holdings
Oklahoma
$2M 96,490 +4,698 +5%
VCA
12
Verdence Capital Advisors
Maryland
$1.79M 86,260 – –
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$1.67M 80,673 +6 +0%
Millennium Management
14
Millennium Management
New York
$1.49M 71,872 +23,186 +48%
American Century Companies
15
American Century Companies
Missouri
$1.45M 69,042 +7,977 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.34M 64,536 -4,992 -7%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$986K 47,532 – –
Bank of New York Mellon
18
Bank of New York Mellon
New York
$955K 46,031 -1,784 -4%
AWM
19
Axxcess Wealth Management
California
$685K 32,991 +236 +0.7%
PRCP
20
Pacific Ridge Capital Partners
Oregon
$659K 31,760 -70 -0.2%
BCM
21
BHZ Capital Management
California
$638K 30,751 -1,862 -6%
Charles Schwab
22
Charles Schwab
California
$615K 29,624 -681 -2%
LSV Asset Management
23
LSV Asset Management
Illinois
$591K 28,500 -300 -1%
Morgan Stanley
24
Morgan Stanley
New York
$590K 28,452 +3,596 +14%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$519K 24,989 – –
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