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Summit State Bank
SSBI

Overview Fund Activity

23 hedge funds and large institutions have $12.5M invested in Summit State Bank in 2018 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
4
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TRCT
1
Tower Research Capital (TRC)
New York
$13K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.1M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$867K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$10K

Top Sellers

1
WCWM
1
Willow Creek Wealth Management
California
$0
2
CCM
2
Cutler Capital Management
Massachusetts
$340K
3
UBS Group
3
UBS Group
Switzerland
$10K
4
HCM
4
Hilton Capital Management
New York
$0
5
KCM
5
Kennedy Capital Management
Missouri
$2.94M
Name Market Value Shares Shares
Change 		Shares
Change %
KCM
1
Kennedy Capital Management
Missouri
$2.94M 191,396 -500 -0.3%
BFC
2
Banc Funds Company
Illinois
$2.55M 166,007 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.1M 136,700 +197 +0.1%
BCM
4
BHZ Capital Management
California
$1.76M 114,604 – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$867K 56,478 +100 +0.2%
WS
6
Wedbush Securities
California
$521K 33,945 – –
BCM
7
Bridgeway Capital Management
Texas
$360K 23,450 – –
CCM
8
Cutler Capital Management
Massachusetts
$340K 22,149 -1,782 -7%
SM
9
Salzhauer Michael
$295K 19,200 – –
RHCA
10
Rosenthal Henry Capital Advisors
Indiana
$246K 16,000 – –
Deutsche Bank
11
Deutsche Bank
Germany
$141K 9,174 -200 -2%
Morgan Stanley
12
Morgan Stanley
New York
$104K 6,788 -8 -0.1%
JIR
13
James Investment Research
Ohio
$69K 4,512 – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$46K 3,000 – –
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$42K 2,723 – –
BlackRock
16
BlackRock
New York
$28K 1,821 – –
LSV Asset Management
17
LSV Asset Management
Illinois
$27K 1,800 – –
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$24K 1,562 – –
TRCT
19
Tower Research Capital (TRC)
New York
$13K 856 +235 +38%
UBS Group
20
UBS Group
Switzerland
$10K 631 -1,265 -67%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$10K 681 +10 +1%
Wells Fargo
22
Wells Fargo
California
$6K 400 -1 -0.2%
Bank of America
23
Bank of America
North Carolina
$2K 125 -2 -2%
WCWM
24
Willow Creek Wealth Management
California
– – -20,970 Closed
HCM
25
Hilton Capital Management
New York
– – -1,238 Closed
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