We are live on ! Find out more
SSBI icon

Summit State Bank
SSBI

19 hedge funds and large institutions have $4.46M invested in Summit State Bank in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

19% more capital invested

Capital invested by funds: $3.73M → $4.46M (+$727K)

19% more funds holding

Funds holding: 16 → 19 (+3)

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
2
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EVC
Eidelman Virant Capital
Missouri
+$175K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$102K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$11K
4
WS
Wedbush Securities
California
+$4.98K
5
Morgan Stanley
Morgan Stanley
New York
+$2.99K

Top Sellers

Rank Fund Capital Flow
1
U
UBS
Switzerland
-$13.7K
2
Goldman Sachs
Goldman Sachs
New York
-$10.5K
3
TRCT
Tower Research Capital (TRC)
New York
-$7.86K
4
MWR
McAdams Wright Ragen
Washington
-$2.89K
5
Bank of America
Bank of America
North Carolina
-$1.92K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$2.19M -$10.5K -1,449 -0.5%
BFC
2
Banc Funds Company
Illinois
$452K – – –
AWCI
3
Alpine Woods Capital Investors
New York
$389K – – –
WS
4
Wedbush Securities
California
$345K +$4.98K +688 +2%
MWR
5
McAdams Wright Ragen
Washington
$276K -$2.89K -399 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$266K – – –
EVC
7
Eidelman Virant Capital
Missouri
$185K +$175K +24,200 New
BCM
8
Bridgeway Capital Management
Texas
$116K – – –
Vanguard Group
9
Vanguard Group
Pennsylvania
$108K +$102K +14,084 New
OFS
10
Orrstown Financial Services
Pennsylvania
$32K – – –
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$25K +$11K +1,516 +88%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$24K – – –
Wells Fargo
13
Wells Fargo
California
$21K -$7 -1 -0%
JIR
14
James Investment Research
Ohio
$13K – – –
U
15
UBS
Switzerland
$9K -$13.7K -1,890 -61%
TRCT
16
Tower Research Capital (TRC)
New York
$3K -$7.86K -1,086 -72%
Morgan Stanley
17
Morgan Stanley
New York
$3K +$2.99K +413 New
GC
18
Globeflex Capital
California
$1K +$1.83K +253 New
Bank of America
19
Bank of America
North Carolina
– -$1.92K -265 -96%
Citigroup
20
Citigroup
New York
– -$1K -138 Closed

SSBI Hedge Fund Activity: Q4 2013 in Review

19 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Summit State Bank (SSBI) for Q4 2013, worth a combined $4.46M — up 19% from $3.73M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SSBI positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 6 trimmed.

The largest buyer was Eidelman Virant Capital, opening a new position worth an estimated $175K. The largest seller was UBS, cutting an estimated $13.7K.

  • 19 institutional investors held Summit State Bank (SSBI) as of Q4 2013, up from 16 in Q3 2013.
  • Funds reported $4.46M of Summit State Bank stock for Q4 2013, up 19% quarter-over-quarter.
  • 4 funds opened new Summit State Bank positions in Q4 2013 and 1 closed out, a net change of +3 holders.
  • The largest Summit State Bank buyer in Q4 2013 was Eidelman Virant Capital, an estimated $175K added.
  • The largest Summit State Bank seller in Q4 2013 was UBS, an estimated $13.7K sold.

Based on aggregated 13F filings for Q4 2013.