SMMF

Summit Financial Group, Inc.
SMMF

Overview Fund Activity
Delisted

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

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88 hedge funds and large institutions have $165M invested in Summit Financial Group, Inc. in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
88
Holders Change
+13
Holders Change %
+17.33%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
34
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$20.4M
2
FL
2
Fourthstone LLC
Missouri
$7.2M
3
BlackRock
3
BlackRock
New York
$27M
4
Skandinaviska Enskilda Banken (SEB)
4
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.48M
5
AFA
5
AA Financial Advisors
Ohio
$1.9M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$490K
2
SFG
2
Summit Financial Group
West Virginia
$6.43M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$289K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$27M 880,859 +115,319 +15%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$20.4M 663,348 +288,487 +77%
Vanguard Group
3
Vanguard Group
Pennsylvania
$17.5M 569,002 +5,515 +1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$7.67M 249,931 +10,639 +4%
FL
5
Fourthstone LLC
Missouri
$7.2M 234,721 +212,413 +952%
State Street
6
State Street
Massachusetts
$6.67M 217,182 +7,774 +4%
SFG
7
Summit Financial Group
West Virginia
$6.43M 209,463 -34,762 -14%
Renaissance Technologies
8
Renaissance Technologies
New York
$5.21M 169,635 -400 -0.2%
EC
9
EJF Capital
Virginia
$4.54M 148,057 +23,668 +19%
RA
10
Royce & Associates
New York
$4.4M 143,531 +35,538 +33%
Northern Trust
11
Northern Trust
Illinois
$3.67M 119,612 +4,272 +4%
BCM
12
Bridgeway Capital Management
Texas
$3.6M 117,223 +4,608 +4%
Skandinaviska Enskilda Banken (SEB)
13
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.48M 113,373 +113,373 New
American Century Companies
14
American Century Companies
Missouri
$3.03M 98,667 +26,901 +37%
PH
15
Pinnacle Holdings
Oklahoma
$2.65M 86,453 +1 +0%
VCA
16
Verdence Capital Advisors
Maryland
$2.65M 86,260 – –
Morgan Stanley
17
Morgan Stanley
New York
$2.53M 82,366 +54,150 +192%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.2M 71,700 +25,252 +54%
AFA
19
AA Financial Advisors
Ohio
$1.9M 61,801 +61,801 New
Russell Investments Group
20
Russell Investments Group
United Kingdom
$1.89M 61,508 +20 +0%
BFM
21
Boothbay Fund Management
New York
$1.88M 61,323 +400 +0.7%
AWM
22
Axxcess Wealth Management
California
$1.62M 52,849 +1,954 +4%
EF
23
Empowered Funds
Pennsylvania
$1.59M 51,708 +4,608 +10%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$1.39M 45,382 – –
AllianceBernstein
25
AllianceBernstein
Tennessee
$1.27M 41,495 +710 +2%
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