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Summit State Bank

23 hedge funds and large institutions have $9.62M invested in Summit State Bank in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KCM
1
Kennedy Capital Management
Missouri
$2.46M 208,901 +20,131 +11%
BFC
2
Banc Funds Company
Illinois
$2.17M 183,707 -6,000 -3%
BCM
3
BHZ Capital Management
California
$998K 84,652 -50,737 -37%
Vanguard Group
4
Vanguard Group
Pennsylvania
$946K 80,400
TCPWM
5
Traverso Chambers Private Wealth Management
California
$756K 64,080
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$689K 58,540
WS
7
Wedbush Securities
California
$680K 57,652 +19,919 +53%
BCM
8
Bridgeway Capital Management
Texas
$276K 23,450
SM
9
Salzhauer Michael
$226K 19,200
RHCA
10
Rosenthal Henry Capital Advisors
Indiana
$189K 16,000
Morgan Stanley
11
Morgan Stanley
New York
$60K 5,106 -955 -16%
JIR
12
James Investment Research
Ohio
$50K 4,200 -312 -7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$32K 2,700
BlackRock
14
BlackRock
New York
$23K 1,930
LSV Asset Management
15
LSV Asset Management
Illinois
$21K 1,800
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$18K 1,562
GSWM
17
Golden State Wealth Management
California
$10K 849
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$8K 709 +7 +1%
Bank of America
19
Bank of America
North Carolina
$6K 521 +373 +252%
Wells Fargo
20
Wells Fargo
California
$4K 300 -150 -33%
TRCT
21
Tower Research Capital (TRC)
New York
$3K 216 -514 -70%
AG
22
Advisor Group
Arizona
$1K 125
EVC
23
Eidelman Virant Capital
Missouri
-14,000 Closed
CCM
24
Cutler Capital Management
Massachusetts
-12,365 Closed
Deutsche Bank
25
Deutsche Bank
Germany
-8,071 Closed