We are live on ! Find out more
SSBI icon

Summit State Bank
SSBI

20 hedge funds and large institutions have $10.9M invested in Summit State Bank in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

13% more capital invested

Capital invested by funds: $9.66M → $10.9M (+$1.23M)

5% more funds holding

Funds holding: 19 → 20 (+1)

1.02% less ownership

Funds ownership: 15.7% → 14.67% (-1%)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$162K
2
Renaissance Technologies
Renaissance Technologies
New York
+$152K
3
Morgan Stanley
Morgan Stanley
New York
+$69K
4
TRCT
Tower Research Capital (TRC)
New York
+$22.2K
5
KCM
Kennedy Capital Management
Missouri
+$19.8K

Top Sellers

Rank Fund Capital Flow
1
WS
Wedbush Securities
California
-$815K
2
BFC
Banc Funds Company
Illinois
-$236K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.64K
4
BCM
BHZ Capital Management
California
-$2.84K
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1
Kennedy Capital Management
Missouri
$2.57M +$19.8K +1,739 +0.8%
BFC
2
Banc Funds Company
Illinois
$2.21M -$236K -20,722 -10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.38M +$162K +14,182 +14%
TCPWM
4
Traverso Chambers Private Wealth Management
California
$1.1M +$17.6K +1,540 +2%
BCM
5
BHZ Capital Management
California
$1.04M -$2.84K -249 -0.3%
BCM
6
Bridgeway Capital Management
Texas
$841K – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$756K -$3.64K -319 -0.5%
SM
8
Salzhauer Michael
$259K – – –
RHCA
9
Rosenthal Henry Capital Advisors
Indiana
$216K – – –
Renaissance Technologies
10
Renaissance Technologies
New York
$163K +$152K +13,338 New
Morgan Stanley
11
Morgan Stanley
New York
$143K +$69K +6,050 +108%
JIR
12
James Investment Research
Ohio
$57K – – –
TRCT
13
Tower Research Capital (TRC)
New York
$33K +$22.2K +1,948 +260%
Osaic Holdings
14
Osaic Holdings
Arizona
$30K – – –
BlackRock
15
BlackRock
New York
$29K – – –
LSV Asset Management
16
LSV Asset Management
Illinois
$23K – – –
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$21K – – –
UBS Group
18
UBS Group
Switzerland
$16K +$6.6K +578 +84%
PAM
19
Panagora Asset Management
Massachusetts
$2K +$1.78K +156 New
WS
20
Wedbush Securities
California
– -$815K -80,407 Closed
Wells Fargo
21
Wells Fargo
California
– +$11 +1 +3%

SSBI Hedge Fund Activity: Q4 2020 in Review

20 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Summit State Bank (SSBI) for Q4 2020, worth a combined $10.9M — up 13% from $9.66M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SSBI positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Vanguard Group, adding an estimated $162K. The largest seller was Wedbush Securities, exiting entirely with an estimated $815K sold.

  • 20 institutional investors held Summit State Bank (SSBI) as of Q4 2020, up from 19 in Q3 2020.
  • Funds reported $10.9M of Summit State Bank stock for Q4 2020, up 13% quarter-over-quarter.
  • 2 funds opened new Summit State Bank positions in Q4 2020 and 1 closed out, a net change of +1 holder.
  • The largest Summit State Bank buyer in Q4 2020 was Vanguard Group, an estimated $162K added.
  • The largest Summit State Bank seller in Q4 2020 was Wedbush Securities, an estimated $815K sold.

Based on aggregated 13F filings for Q4 2020.