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Summit State Bank
SSBI

Overview Fund Activity

22 hedge funds and large institutions have $19.2M invested in Summit State Bank in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
9
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFC
1
Banc Funds Company
Illinois
$6.75M
2
CSC
2
Caldwell Sutter Capital
California
$2.67M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$178K
4
SM
4
Salzhauer Michael
$660K
5
NA
5
NewEdge Advisors
Louisiana
$63.9K

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.29M
3
UBS Group
3
UBS Group
Switzerland
$2.65K
4
BCM
4
BHZ Capital Management
California
$1.03M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$83K
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$6.75M 427,371 +220,521 +107%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.29M 271,694 -1,803 -0.7%
CSC
3
Caldwell Sutter Capital
California
$2.67M 169,246 +169,246 New
TCPWM
4
Traverso Chambers Private Wealth Management
California
$1.35M 85,482 – –
BCM
5
BHZ Capital Management
California
$1.03M 65,387 -700 -1%
BCM
6
Bridgeway Capital Management
Texas
$896K 56,695 – –
SM
7
Salzhauer Michael
$660K 41,797 +6,635 +19%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$273K 17,248 +1,832 +12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$259K 16,448 +722 +5%
State Street
10
State Street
Massachusetts
$222K 14,028 +1,194 +9%
BlackRock
11
BlackRock
New York
$207K 13,116 +845 +7%
Renaissance Technologies
12
Renaissance Technologies
New York
$178K 11,290 +11,290 New
Morgan Stanley
13
Morgan Stanley
New York
$88.7K 5,616 -1 -0%
Osaic Holdings
14
Osaic Holdings
Arizona
$83K 5,280 -137 -3%
JIR
15
James Investment Research
Ohio
$64K 4,042 – –
NA
16
NewEdge Advisors
Louisiana
$63.9K 4,042 +4,042 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$43K 2,750 – –
TRCT
18
Tower Research Capital (TRC)
New York
$26K 1,658 +1,364 +464%
UBS Group
19
UBS Group
Switzerland
$2.65K 168 -1,500 -90%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$987 62,432 +25 +0%
Wells Fargo
21
Wells Fargo
California
$506 32 +1 +3%
Bank of America
22
Bank of America
North Carolina
$158 10 +10 New
Wellington Management Group
23
Wellington Management Group
Massachusetts
– – -198,100 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –