Summit State Bank
SSBI
17 hedge funds and large institutions have $5.28M invested in Summit State Bank in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
6% more funds holding
Funds holding: 16 → 17 (+1)
8% less capital invested
Capital invested by funds: $5.76M → $5.28M (-$485K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.3K |
| 2 |
JIR
James Investment Research
Alpha,
Ohio
|
+$12K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$8.74K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$6.68K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$6.06K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCWM
Willow Creek Wealth Management
Sebastopol,
California
|
-$201K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$20K |
| 3 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$20K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$20K |
| 5 |
Goldman Sachs
New York
|
-$16.8K |
SSBI Hedge Fund Activity: Q1 2015 in Review
17 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Summit State Bank (SSBI) for Q1 2015, worth a combined $5.28M — down 8.4% from $5.76M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SSBI positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Vanguard Group, adding an estimated $13.3K. The largest seller was Willow Creek Wealth Management, exiting entirely with an estimated $201K sold.
- 17 institutional investors held Summit State Bank (SSBI) as of Q1 2015, up from 16 in Q4 2014.
- Funds reported $5.28M of Summit State Bank stock for Q1 2015, down 8.4% quarter-over-quarter.
- 2 funds opened new Summit State Bank positions in Q1 2015 and 1 closed out, a net change of +1 holder.
- The largest Summit State Bank buyer in Q1 2015 was Vanguard Group, an estimated $13.3K added.
- The largest Summit State Bank seller in Q1 2015 was Willow Creek Wealth Management, an estimated $201K sold.
Based on aggregated 13F filings for Q1 2015.