Summit State Bank
SSBI
17 hedge funds and large institutions have $5.88M invested in Summit State Bank in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
8% more capital invested
Capital invested by funds: $5.44M → $5.88M (+$439K)
6% more funds holding
Funds holding: 16 → 17 (+1)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCWM
Willow Creek Wealth Management
Sebastopol,
California
|
+$211K |
| 2 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
+$136K |
| 3 |
JIR
James Investment Research
Alpha,
Ohio
|
+$16.3K |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$5.7K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$4.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$161K |
| 2 |
Citigroup
New York
|
-$31K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$16K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$6.78K |
| 5 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
-$20 |
SSBI Hedge Fund Activity: Q4 2015 in Review
17 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Summit State Bank (SSBI) for Q4 2015, worth a combined $5.88M — up 8.1% from $5.44M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SSBI positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Willow Creek Wealth Management, opening a new position worth an estimated $211K. The largest seller was Goldman Sachs, cutting an estimated $161K.
- 17 institutional investors held Summit State Bank (SSBI) as of Q4 2015, up from 16 in Q3 2015.
- Funds reported $5.88M of Summit State Bank stock for Q4 2015, up 8.1% quarter-over-quarter.
- 3 funds opened new Summit State Bank positions in Q4 2015 and 2 closed out, a net change of +1 holder.
- The largest Summit State Bank buyer in Q4 2015 was Willow Creek Wealth Management, an estimated $211K added.
- The largest Summit State Bank seller in Q4 2015 was Goldman Sachs, an estimated $161K sold.
Based on aggregated 13F filings for Q4 2015.