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 $95.1M invested in Summit Financial Group, Inc. in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
21
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EC
1
EJF Capital
Virginia
$2.8M
2
RA
2
Royce & Associates
New York
$2.43M
3
BFM
3
Boothbay Fund Management
New York
$1.37M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$8.45M
5
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$585K

Top Sellers

1
ROC
1
River Oaks Capital
Minnesota
$595K
2
BlackRock
2
BlackRock
New York
$17.3M
3
Millennium Management
3
Millennium Management
New York
$0
4
LPL Financial
4
LPL Financial
California
$366K
5
SO
5
STRS Ohio
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$17.3M 765,540 -45,553 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.7M 563,487 +1,108 +0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$8.45M 374,861 +32,131 +9%
SFG
4
Summit Financial Group
West Virginia
$5.5M 244,225 – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.39M 239,292 +12,743 +6%
State Street
6
State Street
Massachusetts
$4.72M 209,408 +1,783 +0.9%
Renaissance Technologies
7
Renaissance Technologies
New York
$3.83M 170,035 -700 -0.4%
EC
8
EJF Capital
Virginia
$2.8M 124,389 +124,389 New
Northern Trust
9
Northern Trust
Illinois
$2.6M 115,340 +1,556 +1%
BCM
10
Bridgeway Capital Management
Texas
$2.54M 112,615 +3,792 +3%
RA
11
Royce & Associates
New York
$2.43M 107,993 +107,993 New
PH
12
Pinnacle Holdings
Oklahoma
$1.95M 86,452 -10,039 -10%
VCA
13
Verdence Capital Advisors
Maryland
$1.94M 86,260 – –
American Century Companies
14
American Century Companies
Missouri
$1.62M 71,766 +2,724 +4%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$1.47M 65,329 -12,553 -16%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$1.39M 61,488 – –
BFM
17
Boothbay Fund Management
New York
$1.37M 60,923 +60,923 New
AWM
18
Axxcess Wealth Management
California
$1.15M 50,895 +450 +0.9%
EF
19
Empowered Funds
Pennsylvania
$1.06M 47,100 +3,792 +9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.05M 46,448 -89 -0.2%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$1.02M 45,382 -2,150 -5%
AllianceBernstein
22
AllianceBernstein
Tennessee
$919K 40,785 +600 +1%
LSV Asset Management
23
LSV Asset Management
Illinois
$737K 32,700 – –
Charles Schwab
24
Charles Schwab
California
$717K 31,805 – –
Morgan Stanley
25
Morgan Stanley
New York
$636K 28,216 -4,049 -13%
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