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Summit State Bank
SSBI

Overview Fund Activity

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.

Holders
17
Holders Change
–
Holders Change %
0%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSC
1
Caldwell Sutter Capital
California
$1.93M
2
SM
2
Salzhauer Michael
$663K
3
Creative Planning
3
Creative Planning
Kansas
$116K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$616K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$421K

Top Sellers

1
BFC
1
Banc Funds Company
Illinois
$3.63M
2
Citadel Advisors
2
Citadel Advisors
Florida
$114K
3
UBS Group
3
UBS Group
Switzerland
$8
4
TRCT
4
Tower Research Capital (TRC)
New York
$4.28K
5
Northern Trust
5
Northern Trust
Illinois
$96K
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$3.63M 429,395 -10,000 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.35M 277,924 – –
CSC
3
Caldwell Sutter Capital
California
$1.93M 228,469 +26,293 +13%
MCM
4
MAI Capital Management
Ohio
$774K 91,634 – –
SM
5
Salzhauer Michael
$663K 78,452 +20,000 +34%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$616K 72,898 +6,729 +10%
BCM
7
Bridgeway Capital Management
Texas
$455K 53,820 – –
Geode Capital Management
8
Geode Capital Management
Massachusetts
$421K 49,759 +824 +2%
BlackRock
9
BlackRock
New York
$124K 14,655 +527 +4%
Creative Planning
10
Creative Planning
Kansas
$116K 13,750 +13,750 New
Citadel Advisors
11
Citadel Advisors
Florida
$114K 13,482 -2,323 -15%
State Street
12
State Street
Massachusetts
$97.2K 11,508 – –
Northern Trust
13
Northern Trust
Illinois
$96K 11,356 -161 -1%
Morgan Stanley
14
Morgan Stanley
New York
$32.4K 3,831 +1 +0%
TRCT
15
Tower Research Capital (TRC)
New York
$4.28K 507 -697 -58%
Bank of America
16
Bank of America
North Carolina
$474 56 +17 +44%
UBS Group
17
UBS Group
Switzerland
$8 1 -1,526 -100%
Wells Fargo
18
Wells Fargo
California
– – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– – -62 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –