Vault-13

SUMMIT FINL GROUP INC

COM · CUSIP 86606G101

1 institutional holders -90 vs Q1 2024
4,4774.5k shares reported held*
$121.6kreported value*
0 new 0 added 0 reduced 88 sold out net sold ≈ $144.1m (-5.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $27.16.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 74Q4 22: 71Q1 23: 71Q2 23: 75Q3 23: 75Q4 23: 88Q1 24: 91Q2 24: 11Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202274
Q4 202271
Q1 202371
Q2 202375
Q3 202375
Q4 202388
Q1 202491
Q2 20241

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 32 bought or addedQ4 22: 25 cut or sold outQ4 22Q1 23: 37 bought or addedQ1 23: 25 cut or sold outQ2 23: 42 bought or addedQ2 23: 25 cut or sold outQ2 23Q3 23: 31 bought or addedQ3 23: 32 cut or sold outQ4 23: 49 bought or addedQ4 23: 20 cut or sold outQ4 23Q1 24: 37 bought or addedQ1 24: 32 cut or sold outQ2 24: 0 bought or addedQ2 24: 88 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223225
Q1 20233725
Q2 20234225
Q3 20233132
Q4 20234920
Q1 20243732
Q2 2024088

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1k$2k$3kQ3 23 calls: $0Q3 23 puts: $0Q3 23P/C —Q4 23 calls: $0Q4 23 puts: $0Q4 23P/C —Q1 24 calls: $0Q1 24 puts: $2.7kQ1 24P/C —Q2 24 calls: $0Q2 24 puts: $0Q2 24P/C —
Numbers
QuarterCallsPutsP/C
Q3 2023$0$0—
Q4 2023$0$0—
Q1 2024$0$2.7k—
Q2 2024$0$0—

Biggest buyers

None

Biggest sellers

BlackRock Inc. Sold out -838,796-838.8k
DIMENSIONAL FUND ADVISORS LP Sold out -695,208-695.2k
VANGUARD GROUP INC Sold out -577,165-577.2k
GEODE CAPITAL MANAGEMENT, LLC Sold out -255,287-255.3k
STATE STREET CORP Sold out -237,524-237.5k
Fourthstone LLC Sold out -214,537-214.5k
ROYCE & ASSOCIATES LP Sold out -171,193-171.2k
RENAISSANCE TECHNOLOGIES LLC Sold out -167,183-167.2k
AMERICAN CENTURY COMPANIES INC Sold out -139,090-139.1k
EJF Capital LP Sold out -122,235-122.2k

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Pinnacle Financial Partners Inc 0.00% of their portfolio Nashville, TN 4,4774.5k $121.6k $121.6k 0.00% Unchanged