SSBI icon

Summit State Bank
SSBI

Overview Fund Activity

21 hedge funds and large institutions have $18.4M invested in Summit State Bank in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
7
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BG
1
Benedetti & Gucer
Georgia
$655K
2
CSC
2
Caldwell Sutter Capital
California
$2.71M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$172K
4
BFC
4
Banc Funds Company
Illinois
$6.09M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.85M

Top Sellers

1
BCM
1
BHZ Capital Management
California
$384K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
NA
3
NewEdge Advisors
Louisiana
$0
4
BCM
4
Bridgeway Capital Management
Texas
$774K
5
TCPWM
5
Traverso Chambers Private Wealth Management
California
$1.18M
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$6.09M 439,395 +12,024 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.85M 277,924 +6,230 +2%
CSC
3
Caldwell Sutter Capital
California
$2.71M 195,176 +25,930 +15%
TCPWM
4
Traverso Chambers Private Wealth Management
California
$1.18M 84,782 -700 -0.8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$879K 63,392 +960 +2%
BCM
6
Bridgeway Capital Management
Texas
$774K 55,837 -858 -2%
BG
7
Benedetti & Gucer
Georgia
$655K 47,254 +47,254 New
SM
8
Salzhauer Michael
$580K 41,797 – –
BCM
9
BHZ Capital Management
California
$384K 27,700 -37,687 -58%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$237K 17,083 -165 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$228K 16,448 – –
State Street
12
State Street
Massachusetts
$195K 14,028 – –
BlackRock
13
BlackRock
New York
$187K 13,512 +396 +3%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$172K 12,416 +12,416 New
Morgan Stanley
15
Morgan Stanley
New York
$77.9K 5,616 – –
Osaic Holdings
16
Osaic Holdings
Arizona
$73.2K 5,280 – –
JIR
17
James Investment Research
Ohio
$56K 4,042 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$38K 2,759 +9 +0.3%
UBS Group
19
UBS Group
Switzerland
$20.3K 1,465 +1,297 +772%
TRCT
20
Tower Research Capital (TRC)
New York
$14K 1,058 -600 -36%
Wells Fargo
21
Wells Fargo
California
$457 32 – –
Renaissance Technologies
22
Renaissance Technologies
New York
– – -11,290 Closed
NA
23
NewEdge Advisors
Louisiana
– – -4,042 Closed
Bank of America
24
Bank of America
North Carolina
– – -10 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –