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Summit State Bank
SSBI

Overview Fund Activity

20 hedge funds and large institutions have $15.4M invested in Summit State Bank in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.

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
4
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SM
1
Salzhauer Michael
$510K
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$228K
3
UBS Group
3
UBS Group
Switzerland
$24K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$224K
5
Morgan Stanley
5
Morgan Stanley
New York
$81K

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$0
2
BCM
2
BHZ Capital Management
California
$959K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$905K
4
TCPWM
4
Traverso Chambers Private Wealth Management
California
$1.24M
5
BlackRock
5
BlackRock
New York
$179K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.97M 273,497 -157 -0.1%
BFC
2
Banc Funds Company
Illinois
$3M 206,850 – –
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.87M 198,100 – –
TCPWM
4
Traverso Chambers Private Wealth Management
California
$1.24M 85,482 -500 -0.6%
BCM
5
BHZ Capital Management
California
$959K 66,087 -3,800 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$905K 62,407 -869 -1%
BCM
7
Bridgeway Capital Management
Texas
$823K 56,695 – –
SM
8
Salzhauer Michael
$510K 35,162 +7,771 +28%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$228K 15,726 +5,634 +56%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$224K 15,416 +325 +2%
State Street
11
State Street
Massachusetts
$186K 12,834 – –
BlackRock
12
BlackRock
New York
$179K 12,271 -315 -3%
Morgan Stanley
13
Morgan Stanley
New York
$81K 5,617 +1 +0%
Osaic Holdings
14
Osaic Holdings
Arizona
$79K 5,417 – –
JIR
15
James Investment Research
Ohio
$59K 4,042 – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$40K 2,750 – –
UBS Group
17
UBS Group
Switzerland
$24K 1,668 +1,668 New
TRCT
18
Tower Research Capital (TRC)
New York
$4K 294 -32 -10%
Renaissance Technologies
19
Renaissance Technologies
New York
– – -12,890 Closed
Wells Fargo
20
Wells Fargo
California
$0 31 -6 -16%
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
22
Fidelity Investments
Massachusetts
$0 1 +1 New