Summit State Bank
SSBI
17 hedge funds and large institutions have $11.4M invested in Summit State Bank in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
0.8% more ownership
Funds ownership: 19.43% → 20.23% (+0.8%)
0% more funds holding
Funds holding: 17 → 17 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
7% less capital invested
Capital invested by funds: $12.3M → $11.4M (-$848K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
+$237K |
| 2 |
SM
Salzhauer Michael
|
+$180K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$124K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$60.6K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$7.42K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$90.1K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$20.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$13.7K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$6.28K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$1.45K |
SSBI Hedge Fund Activity: Q3 2024 in Review
17 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Summit State Bank (SSBI) for Q3 2024, worth a combined $11.4M — down 6.9% from $12.3M a quarter earlier.
Fund positioning in SSBI was balanced in Q3 2024: 1 fund opened new positions, 1 closed out, 7 added to existing stakes and 5 trimmed.
The largest buyer was Caldwell Sutter Capital, adding an estimated $237K. The largest seller was Banc Funds Company, cutting an estimated $90.1K.
- 17 institutional investors held Summit State Bank (SSBI) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $11.4M of Summit State Bank stock for Q3 2024, down 6.9% quarter-over-quarter.
- 1 fund opened new Summit State Bank positions in Q3 2024 and 1 closed out, a net change of 0 holders.
- The largest Summit State Bank buyer in Q3 2024 was Caldwell Sutter Capital, an estimated $237K added.
- The largest Summit State Bank seller in Q3 2024 was Banc Funds Company, an estimated $90.1K sold.
Based on aggregated 13F filings for Q3 2024.