Dark
Light
System
Security
SUMMIT FINANCIAL GROUP INC COM
SUMMIT FINANCIAL GROUP INC COM. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 21 Institutional holders with a total value of $4,384,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 GENDELL JEFFREY L 131,646 1,349,000 30.77%
2 VANGUARD GROUP INC 75,354 770,000 17.56%
3 JPMORGAN CHASE & CO 73,896 757,000 17.27%
4 SHEPHERD KAPLAN KROCHUK, LLC 20,882 214,000 4.88%
5 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 19,050 199,000 4.54%
6 RENAISSANCE TECHNOLOGIES LLC 18,100 186,000 4.24%
7 ZACKS INVESTMENT MANAGEMENT 16,932 174,000 3.97%
8 McKinley Carter Wealth Services, Inc. 13,600 139,000 3.17%
9 BURNEY CO/ 13,200 135,000 3.08%
10 FIFTH THIRD BANCORP 9,248 95,000 2.17%
11 LSV ASSET MANAGEMENT 8,900 89,000 2.03%
12 MORGAN STANLEY 6,839 70,000 1.60%
13 SPHERA FUNDS MANAGEMENT LTD. 25,000 63,000 1.44%
14 WELLS FARGO & COMPANY/MN 4,375 45,000 1.03%
15 BANK OF AMERICA CORP /DE/ 4,088 42,000 0.96%
16 UBS AG 1,622 17,000 0.39%
17 BLACKROCK ADVISORS LLC 1,593 16,000 0.36%
18 Hoxton Financial, Inc. 1,000 10,000 0.23%
19 BlackRock Investment Management, LLC 706 7,000 0.16%
20 Tower Research Capital LLC (TRC) 499 5,000 0.11%
21 Ground Swell Capital, LLC 200 2,000 0.05%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.