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SMMF

Summit Financial Group, Inc.
SMMF

Delisted

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

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91 hedge funds and large institutions have $147M invested in Summit Financial Group, Inc. in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 88 → 91 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

11% less capital invested

Capital invested by funds: $165M → $147M (-$17.5M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
26
Reduced
26
Closed
7
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$1.11M
2
CL
CSS LLC
Illinois
+$1.04M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$875K
4
RA
Royce & Associates
New York
+$760K
5
Invesco
Invesco
Georgia
+$660K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.38M
2
BlackRock
BlackRock
New York
-$1.16M
3
EC
EJF Capital
Virginia
-$709K
4
FL
Fourthstone LLC
Missouri
-$554K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$490K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$22.8M -$1.16M -42,063 -5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$18.9M +$875K +31,860 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.7M +$224K +8,163 +1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$6.93M +$147K +5,356 +2%
State Street
5
State Street
Massachusetts
$6.45M +$559K +20,342 +9%
SFG
6
Summit Financial Group
West Virginia
$5.96M +$273K +9,923 +5%
FL
7
Fourthstone LLC
Missouri
$5.83M -$554K -20,184 -9%
RA
8
Royce & Associates
New York
$4.65M +$760K +27,662 +19%
Renaissance Technologies
9
Renaissance Technologies
New York
$4.54M -$67.4K -2,452 -1%
American Century Companies
10
American Century Companies
Missouri
$3.78M +$1.11M +40,423 +41%
EC
11
EJF Capital
Virginia
$3.32M -$709K -25,822 -17%
BCM
12
Bridgeway Capital Management
Texas
$3.3M +$115K +4,200 +4%
Skandinaviska Enskilda Banken (SEB)
13
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.08M – – –
Northern Trust
14
Northern Trust
Illinois
$3.07M -$181K -6,580 -6%
VCA
15
Verdence Capital Advisors
Maryland
$2.34M – – –
PH
16
Pinnacle Holdings
Oklahoma
$2.34M -$12.4K -451 -0.5%
CL
17
CSS LLC
Illinois
$2.15M +$1.04M +37,923 +92%
BFM
18
Boothbay Fund Management
New York
$2.04M +$380K +13,829 +23%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.87M -$76.9K -2,799 -4%
AFA
20
AA Financial Advisors
Ohio
$1.68M – – –
Russell Investments Group
21
Russell Investments Group
United Kingdom
$1.67M – – –
OAC
22
OMERS Administration Corp
Ontario, Canada
$1.54M +$593K +21,589 +62%
EF
23
Empowered Funds
Pennsylvania
$1.52M +$115K +4,200 +8%
AWM
24
Axxcess Wealth Management
California
$1.44M +$9.42K +343 +0.6%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$1.23M – – –
1
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SMMF Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Summit Financial Group, Inc. (SMMF) for Q1 2024, worth a combined $147M — down 11% from $165M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SMMF positions and 7 closed out — a net gain of 3 holders — while 26 added to existing stakes and 26 trimmed.

The largest buyer was American Century Companies, adding an estimated $1.11M. The largest seller was Morgan Stanley, cutting an estimated $1.38M.

  • 91 institutional investors held Summit Financial Group, Inc. (SMMF) as of Q1 2024, up from 88 in Q4 2023.
  • Funds reported $147M of Summit Financial Group, Inc. stock for Q1 2024, down 11% quarter-over-quarter.
  • 10 funds opened new Summit Financial Group, Inc. positions in Q1 2024 and 7 closed out, a net change of +3 holders.
  • The largest Summit Financial Group, Inc. buyer in Q1 2024 was American Century Companies, an estimated $1.11M added.
  • The largest Summit Financial Group, Inc. seller in Q1 2024 was Morgan Stanley, an estimated $1.38M sold.

Based on aggregated 13F filings for Q1 2024.