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Summit State Bank
SSBI

Overview Fund Activity

24 hedge funds and large institutions have $11.8M invested in Summit State Bank in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$112K
2
BFC
Banc Funds Company
Illinois
+$67.4K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$51.3K
4
Renaissance Technologies
Renaissance Technologies
New York
+$48.5K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$33K

Top Sellers

1
KCM
Kennedy Capital Management
Missouri
-$773K
2
WS
Wedbush Securities
California
-$33.7K
3
UBS Group
UBS Group
Switzerland
-$28K
4
Bank of America
Bank of America
North Carolina
-$17K
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
1
Kennedy Capital Management
Missouri
$2.59M -$773K -63,120 -23%
BFC
2
Banc Funds Company
Illinois
$2.21M +$67.4K +5,500 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.79M +$51.3K +4,206 +3%
BCM
4
BHZ Capital Management
California
$1.7M +$1.35K +110 +0.1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$689K +$112K +9,164 +19%
WS
6
Wedbush Securities
California
$457K -$33.7K -2,750 -7%
CCM
7
Cutler Capital Management
Massachusetts
$367K – – –
BCM
8
Bridgeway Capital Management
Texas
$314K – – –
Renaissance Technologies
9
Renaissance Technologies
New York
$274K +$48.5K +3,960 +21%
WCWM
10
Willow Creek Wealth Management
California
$271K – – –
SM
11
Salzhauer Michael
$259K – – –
Wells Fargo
12
Wells Fargo
California
$253K +$3.85K +314 +2%
RHCA
13
Rosenthal Henry Capital Advisors
Indiana
$202K – – –
Deutsche Bank
14
Deutsche Bank
Germany
$159K +$11.5K +941 +8%
Morgan Stanley
15
Morgan Stanley
New York
$92K +$99 +8 +0.1%
JIR
16
James Investment Research
Ohio
$61K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$40K – – –
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$33K +$33K +2,698 New
BlackRock
19
BlackRock
New York
$24K – – –
LSV Asset Management
20
LSV Asset Management
Illinois
$24K +$24K +1,980 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$21K – – –
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$9K +$9K +738 New
Bank of America
23
Bank of America
North Carolina
$3K -$17K -1,169 -85%
TRCT
24
Tower Research Capital (TRC)
New York
$3K +$1.95K +157 +187%
UBS Group
25
UBS Group
Switzerland
– -$28K -2,415 Closed