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Summit State Bank
SSBI

Overview Fund Activity

26 hedge funds and large institutions have $10.2M invested in Summit State Bank in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$24.5K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$24.3K
3
CCM
Cutler Capital Management
Massachusetts
+$21.7K
4
BAM
Bruderman Asset Management
New York
+$14K
5
UBS Group
UBS Group
Switzerland
+$10.7K

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$150K
2
Deutsche Bank
Deutsche Bank
Germany
-$25.9K
3
TRCT
Tower Research Capital (TRC)
New York
-$5.94K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.8K
5
Morgan Stanley
Morgan Stanley
New York
-$2.19K
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
1
Kennedy Capital Management
Missouri
$2.25M – – –
BFC
2
Banc Funds Company
Illinois
$1.93M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.46M -$150K -13,982 -9%
BCM
4
BHZ Capital Management
California
$1.35M +$182 +17 +0%
TCPWM
5
Traverso Chambers Private Wealth Management
California
$754K +$754K +70,488 New
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$689K +$24.3K +2,268 +4%
WS
7
Wedbush Securities
California
$400K +$876 +82 +0.2%
CCM
8
Cutler Capital Management
Massachusetts
$282K +$21.7K +2,036 +8%
BCM
9
Bridgeway Capital Management
Texas
$276K – – –
SM
10
Salzhauer Michael
$226K – – –
RHCA
11
Rosenthal Henry Capital Advisors
Indiana
$188K – – –
Deutsche Bank
12
Deutsche Bank
Germany
$81K -$25.9K -2,442 -24%
Morgan Stanley
13
Morgan Stanley
New York
$77K -$2.19K -206 -3%
JIR
14
James Investment Research
Ohio
$53K – – –
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$32K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$29K -$5.8K -550 -17%
Bank of America
17
Bank of America
North Carolina
$26K +$24.5K +2,261 +1,638%
BlackRock
18
BlackRock
New York
$21K – – –
LSV Asset Management
19
LSV Asset Management
Illinois
$21K – – –
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$18K – – –
UBS Group
21
UBS Group
Switzerland
$18K +$10.7K +1,019 +147%
BAM
22
Bruderman Asset Management
New York
$14K +$14K +1,265 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$8K +$85 +8 +1%
Wells Fargo
24
Wells Fargo
California
$5K – – –
TRCT
25
Tower Research Capital (TRC)
New York
$3K -$5.94K -626 -66%
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