SMBK Institutional Ownership
SmartFinancial, Inc.
1W: -2.5%
1M: -1.8%
3M: -7.5%
YTD: +34.0%
1Y: +37.5%
3Y: +142.9%
5Y: +98.7%
$48.81
-0.79 (-1.59%)
Weekly Expected Move ±3.1%
$46
$48
$49
$51
$52
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — SMBK
198
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
$508M
Total Invested
26
New Positions
85
Increased
55
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (209 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,468,195 | $72M | +183,638 | +14.3% | 8Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 836,086 | $41M | -302 | -0.0% | 34Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 679,819 | $33M | -598 | -0.1% | 2Q | SEC ↗ |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | 594,386 | $29M | -80,961 | -12.0% | 23Q | SEC ↗ |
| 5 | STATE STREET CORP | 457,060 | $22M | +16,528 | +3.8% | 37Q | SEC ↗ |
| 6 | AMERICAN CENTURY COMPANIES INC | 448,667 | $22M | +76,854 | +20.7% | 15Q | SEC ↗ |
| 7 | Private Capital Management, LLC | 432,512 | $21M | +4,365 | +1.0% | 34Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 381,419 | $19M | +26,058 | +7.3% | 40Q | SEC ↗ |
| 9 | ACADIAN ASSET MANAGEMENT LLC | 346,492 | $17M | +62,313 | +21.9% | 10Q | SEC ↗ |
| 10 | First Eagle Investment Management, LLC | 319,339 | $16M | +95,300 | +42.5% | 4Q | SEC ↗ |
| 11 | Cravens & Co Advisors, LLC | 220,400 | $11M | -30 | -0.0% | 15Q | SEC ↗ |
| 12 | SALZHAUER MICHAEL | 211,013 | $10M | -1,657 | -0.8% | 34Q | SEC ↗ |
| 13 | TWO SIGMA INVESTMENTS, LP | 188,433 | $9M | +18,549 | +10.9% | 22Q | SEC ↗ |
| 14 | CSM Advisors, LLC | 184,035 | $9M | +12,860 | +7.5% | 5Q | SEC ↗ |
| 15 | MORGAN STANLEY | 182,854 | $9M | +11,899 | +7.0% | 38Q | SEC ↗ |
| 16 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 180,329 | $9M | +10,589 | +6.2% | 2Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 152,895 | $7M | +8,349 | +5.8% | 37Q | SEC ↗ |
| 18 | ALLIANCEBERNSTEIN L.P. | 151,894 | $7M | +1,040 | +0.7% | 18Q | SEC ↗ |
| 19 | Stieven Capital Advisors, L.P. | 147,534 | $7M | +300 | +0.2% | 8Q | SEC ↗ |
| 20 | RENAISSANCE TECHNOLOGIES LLC | 147,181 | $7M | -5,093 | -3.3% | 38Q | SEC ↗ |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 143,495 | $7M | +6,253 | +4.6% | 28Q | SEC ↗ |
| 22 | North Reef Capital Management LP | 137,089 | $7M | +1 | +0.0% | 5Q | SEC ↗ |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | 130,914 | $6M | +18,740 | +16.7% | 2Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 123,934 | $6M | +2,279 | +1.9% | 15Q | SEC ↗ |
| 25 | Sixth Street Partners Management Compa NEW | 123,934 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Nuveen, LLC | 112,734 | $6M | +15,800 | +16.3% | 6Q | SEC ↗ |
| 27 | VANGUARD FIDUCIARY TRUST CO | 99,332 | $5M | +4,798 | +5.1% | 2Q | SEC ↗ |
| 28 | BANC FUNDS CO LLC | 97,626 | $5M | -52,461 | -35.0% | 43Q | SEC ↗ |
| 29 | JPMORGAN CHASE & CO | 94,236 | $5M | -181 | -0.2% | 35Q | SEC ↗ |
| 30 | ZACKS INVESTMENT MANAGEMENT | 91,697 | $4M | +6,708 | +7.9% | 5Q | SEC ↗ |
| 31 | Empowered Funds, LLC | 86,995 | $4M | +6,253 | +7.7% | 13Q | SEC ↗ |
| 32 | Connor, Clark & Lunn Investment Manage | 86,330 | $4M | -7,267 | -7.8% | 8Q | SEC ↗ |
| 33 | GOLDMAN SACHS GROUP INC | 80,568 | $4M | -49,305 | -38.0% | 15Q | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 79,830 | $4M | -889 | -1.1% | 37Q | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 78,646 | $4M | -24,198 | -23.5% | 28Q | SEC ↗ |
| 36 | MILLENNIUM MANAGEMENT LLC | 69,875 | $3M | -22,797 | -24.6% | 10Q | SEC ↗ |
| 37 | PANAGORA ASSET MANAGEMENT INC | 65,649 | $3M | +1,596 | +2.5% | 12Q | SEC ↗ |
| 38 | MARTINGALE ASSET MANAGEMENT L P | 65,317 | $3M | +11,548 | +21.5% | 27Q | SEC ↗ |
| 39 | DEPRINCE RACE & ZOLLO INC | 64,702 | $3M | -63,022 | -49.3% | 12Q | SEC ↗ |
| 40 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 63,767 | $3M | +13,386 | +26.6% | 8Q | SEC ↗ |
| 41 | AQR CAPITAL MANAGEMENT LLC | 63,265 | $3M | +13,376 | +26.8% | 7Q | SEC ↗ |
| 42 | Trexquant Investment LP | 62,217 | $3M | +39,021 | +168.2% | 2Q | SEC ↗ |
| 43 | Elizabeth Park Capital Advisors, Ltd. | 59,042 | $3M | -5,000 | -7.8% | 20Q | SEC ↗ |
| 44 | FIRST TRUST ADVISORS LP | 48,823 | $2M | +2,233 | +4.8% | 4Q | SEC ↗ |
| 45 | RAYMOND JAMES FINANCIAL INC | 47,337 | $2M | +52 | +0.1% | 7Q | SEC ↗ |
| 46 | STIFEL FINANCIAL CORP | 46,209 | $2M | -3,400 | -6.9% | 38Q | SEC ↗ |
| 47 | REGIONS FINANCIAL CORP | 46,139 | $2M | — | +0.0% | 43Q | SEC ↗ |
| 48 | BANK OF AMERICA CORP /DE | 46,121 | $2M | -1,322 | -2.8% | 15Q | SEC ↗ |
| 49 | LOS ANGELES CAPITAL MANAGEMENT LLC | 43,844 | $2M | +1,775 | +4.2% | 6Q | SEC ↗ |
| 50 | Rather & Kittrell, Inc. | 40,631 | $2M | +21,399 | +111.3% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 123,934 | $6M |
| XTX Topco Ltd | 11,147 | $544K |
| Sequoia Financial Advisors, LLC | 7,915 | $386K |
| Quadrature Capital Ltd | 7,178 | $350K |
| Semanteon Capital Management, LP | 5,356 | $261K |
| GSA CAPITAL PARTNERS LLP | 5,105 | $249K |
| MANUFACTURERS LIFE INSURANCE COMPAN | 4,759 | $232K |
| Schonfeld Strategic Advisors LLC | 4,686 | $229K |
| STATE BOARD OF ADMINISTRATION OF FL | 4,520 | $221K |
| Summit Global Investments | 4,509 | $220K |
| DIVERSIFIED TRUST CO | 4,387 | $214K |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,334 | $212K |
| VOYA INVESTMENT MANAGEMENT LLC | 4,266 | $208K |
| Kemnay Advisory Services Inc. | 1,935 | $94K |
| Parallel Advisors, LLC | 313 | $15K |
| Integrated Wealth Concepts LLC | 275 | $13K |
| Aquatic Capital Management LLC | 270 | $13K |
| Continuum Advisory, LLC | 81 | $4K |
| Aster Capital Management (DIFC) Ltd | 75 | $4K |
| FIFTH THIRD BANCORP | 28 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ALGEBRIS (UK) LTD | 58,316 | $3M |
| TUDOR INVESTMENT CORP ET AL | 45,701 | $2M |
| MARSHALL WACE, LLP | 30,786 | $2M |
| Point72 Asset Management, L.P. | 10,766 | $525K |
| R Squared Ltd | 8,875 | $433K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,830 | $431K |
| PRUDENTIAL FINANCIAL INC | 8,655 | $422K |
| Polymer Capital Management (US) LLC | 7,907 | $386K |
| ALGERT GLOBAL LLC | 6,479 | $316K |
| Tennessee Valley Asset Management P | 6,261 | $306K |
| VARCOV Co. | 6,193 | $302K |
| JANE STREET GROUP, LLC | 5,284 | $258K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 5,267 | $257K |
| Quantbot Technologies LP | 4,105 | $200K |
| Advisory Services Network, LLC | 679 | $33K |
| AMALGAMATED BANK | 457 | $22K |
| SageView Advisory Group, LLC | 416 | $20K |
| QUADRANT CAPITAL GROUP LLC | 221 | $11K |
| SIMPLEX TRADING, LLC | 93 | $5K |
| Quarry LP | 50 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +183,638 | +14.3% | 1,468,195 |
| First Eagle Investment Management, | +95,300 | +42.5% | 319,339 |
| AMERICAN CENTURY COMPANIES INC | +76,854 | +20.7% | 448,667 |
| ACADIAN ASSET MANAGEMENT LLC | +62,313 | +21.9% | 346,492 |
| Trexquant Investment LP | +39,021 | +168.2% | 62,217 |
| GEODE CAPITAL MANAGEMENT, LLC | +26,058 | +7.3% | 381,419 |
| Rather & Kittrell, Inc. | +21,399 | +111.3% | 40,631 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +18,740 | +16.7% | 130,914 |
| TWO SIGMA INVESTMENTS, LP | +18,549 | +10.9% | 188,433 |
| STATE STREET CORP | +16,528 | +3.8% | 457,060 |
| Nuveen, LLC | +15,800 | +16.3% | 112,734 |
| FMR LLC | +15,070 | +258.9% | 20,891 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +13,386 | +26.6% | 63,767 |
| AQR CAPITAL MANAGEMENT LLC | +13,376 | +26.8% | 63,265 |
| Quantinno Capital Management LP | +13,300 | +64.0% | 34,094 |
| CITADEL ADVISORS LLC | +13,109 | +130.7% | 23,139 |
| CSM Advisors, LLC | +12,860 | +7.5% | 184,035 |
| MORGAN STANLEY | +11,899 | +7.0% | 182,854 |
| MARTINGALE ASSET MANAGEMENT L P | +11,548 | +21.5% | 65,317 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | +10,589 | +6.2% | 180,329 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Qube Research & Technologies Ltd | -104,717 | -92.1% | 9,031 |
| WELLINGTON MANAGEMENT GROUP LLP | -80,961 | -12.0% | 594,386 |
| DEPRINCE RACE & ZOLLO INC | -63,022 | -49.3% | 64,702 |
| BANC FUNDS CO LLC | -52,461 | -35.0% | 97,626 |
| GOLDMAN SACHS GROUP INC | -49,305 | -38.0% | 80,568 |
| Russell Investments Group, Ltd. | -24,198 | -23.5% | 78,646 |
| MILLENNIUM MANAGEMENT LLC | -22,797 | -24.6% | 69,875 |
| KENNEDY CAPITAL MANAGEMENT LLC | -12,348 | -52.1% | 11,363 |
| NewEdge Advisors, LLC | -12,289 | -41.8% | 17,140 |
| Y-Intercept (Hong Kong) Ltd | -11,049 | -54.5% | 9,226 |
| Connor, Clark & Lunn Investment Man | -7,267 | -7.8% | 86,330 |
| HRT FINANCIAL LP | -6,984 | -42.8% | 9,317 |
| D. E. Shaw & Co., Inc. | -5,840 | -13.7% | 36,712 |
| RENAISSANCE TECHNOLOGIES LLC | -5,093 | -3.3% | 147,181 |
| Elizabeth Park Capital Advisors, Lt | -5,000 | -7.8% | 59,042 |
| Invesco Ltd. | -4,936 | -21.1% | 18,501 |
| Susquehanna Portfolio Strategies, L | -4,607 | -48.3% | 4,938 |
| FRANKLIN RESOURCES INC | -3,722 | -11.9% | 27,646 |
| STIFEL FINANCIAL CORP | -3,400 | -6.9% | 46,209 |
| Rafferty Asset Management, LLC | -2,933 | -34.9% | 5,481 |