SMMF

Summit Financial Group, Inc.
SMMF

Overview Fund Activity
Delisted

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

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75 hedge funds and large institutions have $86M invested in Summit Financial Group, Inc. in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
32
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$16.8M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.6M
3
EST
3
EA Series Trust
Pennsylvania
$895K
4
EF
4
Empowered Funds
Pennsylvania
$895K
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$830K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$218K
2
Millennium Management
2
Millennium Management
New York
$530K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$3.53M
4
BCM
4
BHZ Capital Management
California
$0
5
QC
5
Quadrature Capital
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$16.8M 811,093 +72,478 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.6M 562,379 +71,501 +15%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.08M 342,730 -1,270 -0.4%
SFG
4
Summit Financial Group
West Virginia
$5.05M 244,225 -502 -0.2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.68M 226,549 +19,289 +9%
State Street
6
State Street
Massachusetts
$4.29M 207,625 -3,158 -1%
Renaissance Technologies
7
Renaissance Technologies
New York
$3.53M 170,735 -41,100 -19%
ROC
8
River Oaks Capital
Minnesota
$2.77M 134,057 +4,057 +3%
Northern Trust
9
Northern Trust
Illinois
$2.35M 113,784 +5,168 +5%
BCM
10
Bridgeway Capital Management
Texas
$2.25M 108,823 -1,934 -2%
PH
11
Pinnacle Holdings
Oklahoma
$1.99M 96,491 +1 +0%
VCA
12
Verdence Capital Advisors
Maryland
$1.78M 86,260 – –
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$1.61M 77,882 -2,791 -3%
American Century Companies
14
American Century Companies
Missouri
$1.43M 69,042 – –
Russell Investments Group
15
Russell Investments Group
United Kingdom
$1.27M 61,488 +36,499 +146%
AWM
16
Axxcess Wealth Management
California
$1.04M 50,445 +17,454 +53%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$982K 47,532 – –
Bank of New York Mellon
18
Bank of New York Mellon
New York
$961K 46,537 +506 +1%
EST
19
EA Series Trust
Pennsylvania
$895K 43,308 +43,308 New
EF
20
Empowered Funds
Pennsylvania
$895K 43,308 +43,308 New
AllianceBernstein
21
AllianceBernstein
Tennessee
$830K 40,185 +40,185 New
LPL Financial
22
LPL Financial
California
$815K 39,462 +39,462 New
LSV Asset Management
23
LSV Asset Management
Illinois
$676K 32,700 +4,200 +15%
Morgan Stanley
24
Morgan Stanley
New York
$667K 32,265 +3,813 +13%
Charles Schwab
25
Charles Schwab
California
$657K 31,805 +2,181 +7%
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