SSBI icon

Summit State Bank
SSBI

Overview Fund Activity

21 hedge funds and large institutions have $16.9M invested in Summit State Bank in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
10
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$246K
2
Northern Trust
2
Northern Trust
Illinois
$155K
3
CSC
3
Caldwell Sutter Capital
California
$2.55M
4
Morgan Stanley
4
Morgan Stanley
New York
$144K
5
BCM
5
Bridgeway Capital Management
Texas
$718K

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
TRCT
2
Tower Research Capital (TRC)
New York
$18.4K
3
BlackRock
3
BlackRock
New York
$164K
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$5.41M 439,395 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.42M 277,924 – –
CSC
3
Caldwell Sutter Capital
California
$2.55M 207,755 +9,799 +5%
TCPWM
4
Traverso Chambers Private Wealth Management
California
$1.06M 88,065 – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$815K 67,933 +1,112 +2%
BCM
6
Bridgeway Capital Management
Texas
$718K 59,836 +1,799 +3%
BG
7
Benedetti & Gucer
Georgia
$595K 48,414 +452 +0.9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$561K 46,723 – –
SM
9
Salzhauer Michael
$531K 43,197 +1,400 +3%
EF
10
Empowered Funds
Pennsylvania
$252K 21,016 +1,799 +9%
Citadel Advisors
11
Citadel Advisors
Florida
$246K 20,472 +20,472 New
State Street
12
State Street
Massachusetts
$167K 13,928 – –
BlackRock
13
BlackRock
New York
$164K 13,340 -150 -1%
Northern Trust
14
Northern Trust
Illinois
$155K 12,573 +12,573 New
Morgan Stanley
15
Morgan Stanley
New York
$144K 11,674 +6,058 +108%
Osaic Holdings
16
Osaic Holdings
Arizona
$72.3K 5,880 – –
TRCT
17
Tower Research Capital (TRC)
New York
$18.4K 1,498 -660 -31%
UBS Group
18
UBS Group
Switzerland
$7.93K 645 +476 +282%
A
19
AJOVista
Massachusetts
$7.2K 585 +585 New
Wells Fargo
20
Wells Fargo
California
$456 37 +2 +6%
Bank of America
21
Bank of America
North Carolina
$37 3 +1 +50%
Bank of New York Mellon
22
Bank of New York Mellon
New York
– – -17,373 Closed
CAL
23
Capital Advisors Ltd
Ohio
– – -9 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –