Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SOUTHERN MO BANCORP INC (SMBC)

142 + Investors. Track Smart Money conviction in SMBC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — SMBC

Based on 142 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SMBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
142 hedge funds hold SMBC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+29% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

78 buying59 selling
Last quarter: 78 funds bought or added vs 59 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 6 → 28 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 20% medium ■ 23% new
81 out of 142 hedge funds have held SMBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

15 → 11 → 6 → 28 → 26 new funds/Q
New funds entering each quarter: 11 → 6 → 28 → 26. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 13% 1-2yr ■ 27% new
Of 142 current holders: 85 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
31 of 142 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in SMBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SMBC

How many hedge funds hold SMBC — quarterly history vs. share price
Quarterly hedge fund ownership of SMBC vs. share price

Market Analysis: SMBC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SMBC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 1 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: SMBC
2026 Q1 Stats Unlock in 14 days 142 + Investors

Track Smart Money conviction in SMBC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 142 129 10.08%
13F Shares 6M 6M 4.03%
Total Value $364M $311M 17.0%
New Positions 26 28 -2
Increased Positions 52 48 +4
Closed Positions 13 7 +6
Reduced Positions 46 31 +15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SMBC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q1)

142 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SMBC. Verified SEC 13F-HR filings.

Top 25 institutional holders of SMBC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clayton Financial Group LLC 9.21% 280,424 $17.9M
2 ENTERPRISE FINANCIAL SERVICES CORP 0.16% 4,798 $307K
3 Balboa Wealth Partners 0.14% 12,943 $828K
4 ACR Alpine Capital Research, LLC 0.09% 94,707 $6.1M
5 Simmons Bank 0.02% 5,540 $354K
6 Y-Intercept (Hong Kong) Ltd 0.02% 16,339 $1.0M
7 Acropolis Investment Management, LLC 0.01% 3,045 $195K
8 Krilogy Financial LLC 0.01% 4,017 $264K
9 AlphaQuest LLC 0.01% 1,529 $90K
10 WELCH & FORBES LLC 0.00% 6,000 $384K
11 PRIVATE TRUST CO NA 0.00% 587 $38K
12 Versant Capital Management, Inc 0.00% 387 $25K
13 Police & Firemen's Retirement System of New Jersey 0.00% 2,612 $167K
14 TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% 4,907 $314K
15 Assenagon Asset Management S.A. 0.00% 10,007 $640K
16 Covestor Ltd 0.00% 10 —
17 GAMMA Investing LLC 0.00% 183 $12K
18 KLP KAPITALFORVALTNING AS 0.00% 2,000 $128K
19 True Wealth Design, LLC 0.00% 28 $2K
20 HSBC HOLDINGS PLC 0.00% 14,671 $933K
21 STRS OHIO 0.00% 1,800 $115K
22 Sterling Capital Management LLC 0.00% 300 $19K
23 SIGNATUREFD, LLC 0.00% 335 $21K
24 State of Alaska, Department of Revenue 0.00% 456 —
25 UBS Group AG 0.00% 27,853 $1.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SOUTHERN MO BANCORP INC (SMBC)

What does the Smart Money Trend signal show for SMBC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SMBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SMBC?

Slight buying edge — 57% buying: Last quarter: 78 funds bought or added vs 59 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SMBC holders?

Elite ownership — 44% AUM from top-100 funds: 31 of 142 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in SMBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SMBC?

57% of holders stayed for 2+ years: 81 out of 142 hedge funds have held SMBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.