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Summit State Bank

19 hedge funds and large institutions have $6.74M invested in Summit State Bank in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KCM
1
Kennedy Capital Management
Missouri
$1.87M 234,230 +17,356 +8%
BFC
2
Banc Funds Company
Illinois
$1.42M 177,051 +3,344 +2%
BCM
3
BHZ Capital Management
California
$649K 81,240 -907 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$642K 80,400
WS
5
Wedbush Securities
California
$565K 70,687 +7,835 +12%
TCPWM
6
Traverso Chambers Private Wealth Management
California
$520K 65,080 +1,000 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$468K 58,540
BCM
8
Bridgeway Capital Management
Texas
$187K 23,450
SM
9
Salzhauer Michael
$153K 19,200
RHCA
10
Rosenthal Henry Capital Advisors
Indiana
$128K 16,000
Morgan Stanley
11
Morgan Stanley
New York
$41K 5,106
JIR
12
James Investment Research
Ohio
$34K 4,200
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$20K 2,500
BlackRock
14
BlackRock
New York
$18K 2,194 +264 +14%
LSV Asset Management
15
LSV Asset Management
Illinois
$14K 1,800
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$12K 1,562
Osaic Holdings
17
Osaic Holdings
Arizona
$2K 250 +250 New
TRCT
18
Tower Research Capital (TRC)
New York
$0 21 -673 -97%
AWA
19
Arkadios Wealth Advisors
Georgia
-500 Closed
Deutsche Bank
20
Deutsche Bank
Germany
-429 Closed
Bank of America
21
Bank of America
North Carolina
-4 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
Wells Fargo
23
Wells Fargo
California
$0 28 +28 New