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Summit State Bank
SSBI

Overview Fund Activity

23 hedge funds and large institutions have $20.9M invested in Summit State Bank in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
11
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$685K
2
EST
2
EA Series Trust
Pennsylvania
$266K
3
EF
3
Empowered Funds
Pennsylvania
$266K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$431K
5
TCPWM
5
Traverso Chambers Private Wealth Management
California
$1.33M

Top Sellers

1
BCM
1
BHZ Capital Management
California
$0
2
JIR
2
James Investment Research
Ohio
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3K
4
TRCT
4
Tower Research Capital (TRC)
New York
$15
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$255K
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$6.64M 439,395 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.2M 277,924 – –
CSC
3
Caldwell Sutter Capital
California
$3M 198,320 +3,144 +2%
TCPWM
4
Traverso Chambers Private Wealth Management
California
$1.33M 88,065 +3,283 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$984K 65,100 +1,708 +3%
BCM
6
Bridgeway Capital Management
Texas
$853K 56,457 +620 +1%
BG
7
Benedetti & Gucer
Georgia
$720K 47,620 +366 +0.8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$685K 45,327 +28,879 +176%
SM
9
Salzhauer Michael
$632K 41,797 – –
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$431K 28,520 +16,104 +130%
EST
11
EA Series Trust
Pennsylvania
$266K 17,637 +17,637 New
EF
12
Empowered Funds
Pennsylvania
$266K 17,637 +17,637 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$255K 16,909 -174 -1%
BlackRock
14
BlackRock
New York
$228K 15,094 +1,582 +12%
State Street
15
State Street
Massachusetts
$212K 14,028 – –
Morgan Stanley
16
Morgan Stanley
New York
$114K 7,554 +1,938 +35%
Osaic Holdings
17
Osaic Holdings
Arizona
$88.8K 5,880 +600 +11%
UBS Group
18
UBS Group
Switzerland
$20.5K 1,357 -108 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3K 169 -2,590 -94%
Wells Fargo
20
Wells Fargo
California
$522 35 +3 +9%
Bank of America
21
Bank of America
North Carolina
$30 2 +2 New
TRCT
22
Tower Research Capital (TRC)
New York
$15 1 -1,057 -100%
BCM
23
BHZ Capital Management
California
– – -27,700 Closed
JIR
24
James Investment Research
Ohio
– – -4,042 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –
1
2