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Summit State Bank

22 hedge funds and large institutions have $10.6M invested in Summit State Bank in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
1
Kennedy Capital Management
Missouri
$2.81M +$103K +8,770 +4%
BFC
2
Banc Funds Company
Illinois
$2.25M -$130K -11,000 -5%
BCM
3
BHZ Capital Management
California
$1.07M -$32.5K -2,755 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.04M
TCPWM
5
Traverso Chambers Private Wealth Management
California
$831K
WS
6
Wedbush Securities
California
$815K +$67.4K +5,720 +9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$759K
BCM
8
Bridgeway Capital Management
Texas
$304K
SM
9
Salzhauer Michael
$249K
RHCA
10
Rosenthal Henry Capital Advisors
Indiana
$207K
Morgan Stanley
11
Morgan Stanley
New York
$66K
JIR
12
James Investment Research
Ohio
$54K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$32K -$2.56K -220 -7%
BlackRock
14
BlackRock
New York
$25K
LSV Asset Management
15
LSV Asset Management
Illinois
$23K
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$20K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$9K +$80 +7 +0.9%
TRCT
18
Tower Research Capital (TRC)
New York
$9K +$6.19K +525 +221%
AWA
19
Arkadios Wealth Advisors
Georgia
$6.34K +$6.34K +550 New
Deutsche Bank
20
Deutsche Bank
Germany
$5K +$5K +472 New
AG
21
Advisor Group
Arizona
$2K
GSWM
22
Golden State Wealth Management
California
-$10K -934 Closed
Wells Fargo
23
Wells Fargo
California
-$4K -330 Closed