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Summit State Bank
SSBI

Overview Fund Activity

20 hedge funds and large institutions have $21.7M invested in Summit State Bank in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
–
Increased
7
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TRCT
1
Tower Research Capital (TRC)
New York
$34.6K
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$1.1M
3
BCM
3
Bridgeway Capital Management
Texas
$956K
4
EF
4
Empowered Funds
Pennsylvania
$317K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$770K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$90.1K
3
BlackRock
3
BlackRock
New York
$216K
4
UBS Group
4
UBS Group
Switzerland
$2.71K
5
CSC
5
Caldwell Sutter Capital
California
$3.18M
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$7.05M 439,395 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.46M 277,924 – –
CSC
3
Caldwell Sutter Capital
California
$3.18M 197,956 -364 -0.2%
TCPWM
4
Traverso Chambers Private Wealth Management
California
$1.45M 88,065 – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.1M 66,821 +1,721 +3%
BCM
6
Bridgeway Capital Management
Texas
$956K 58,037 +1,580 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$770K 46,723 +1,396 +3%
BG
8
Benedetti & Gucer
Georgia
$769K 47,962 +342 +0.7%
SM
9
Salzhauer Michael
$671K 41,797 – –
EF
10
Empowered Funds
Pennsylvania
$317K 19,217 +1,580 +9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$279K 17,373 +464 +3%
State Street
12
State Street
Massachusetts
$229K 13,928 -100 -0.7%
BlackRock
13
BlackRock
New York
$216K 13,490 -1,604 -11%
Osaic Holdings
14
Osaic Holdings
Arizona
$94.3K 5,880 – –
Morgan Stanley
15
Morgan Stanley
New York
$90.1K 5,616 -1,938 -26%
TRCT
16
Tower Research Capital (TRC)
New York
$34.6K 2,158 +2,157 +215,700%
UBS Group
17
UBS Group
Switzerland
$2.71K 169 -1,188 -88%
Wells Fargo
18
Wells Fargo
California
$565 35 – –
Bank of America
19
Bank of America
North Carolina
$32 2 – –
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
– – -28,520 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
– – -169 Closed
CAL
22
Capital Advisors Ltd
Ohio
$0 9 – –
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –