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Sumitomo Mitsui Financial

228 hedge funds and large institutions have $1.62B invested in Sumitomo Mitsui Financial in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 101 increasing their positions, 34 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 34

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

18% more funds holding

Funds holding: 194228 (+34)

15% more capital invested

Capital invested by funds: $1.41B → $1.62B (+$216M)

0.28% more ownership

Funds ownership: 12.9%13.18% (+0.28%)

Holders
228
Holders Change
+34
Holders Change %
+17.53%
% of All Funds
5.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
58
Increased
101
Reduced
34
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
226
BDO Wealth Advisors
Florida
$1K +$1.28K +158 New
WEC
227
Winslow Evans & Crocker
Massachusetts
$618
PCG
228
Private Capital Group
Connecticut
$91 +$38.4K +4,744 New
Arrowstreet Capital
229
Arrowstreet Capital
Massachusetts
-$2.04M -265,023 Closed
Creative Planning
230
Creative Planning
Kansas
-$693K -89,856 Closed
LCM
231
Landscape Capital Management
New Jersey
-$229K -29,722 Closed
CSS
232
Cubist Systematic Strategies
Connecticut
-$199K -25,868 Closed
RWP
233
RWA Wealth Partners
Massachusetts
-$171K -22,119 Closed
DTL
234
Dynamic Technology Lab
Singapore
-$149K -19,268 Closed
PVWM
235
Point View Wealth Management
New Jersey
-$137K -17,764 Closed
EMG
236
Ellington Management Group
Connecticut
-$119K -15,400 Closed
Pacer Advisors
237
Pacer Advisors
Pennsylvania
-$109K -14,186 Closed
SFM
238
Signature Financial Management
Virginia
-$54K -12,716 Closed
PAG
239
Private Advisor Group
New Jersey
-$95K -12,354 Closed
First Trust Advisors
240
First Trust Advisors
Illinois
-$77K -10,007 Closed
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
-$52.3K -6,783 Closed
TDC
242
Thompson Davis & Co
Virginia
-$17K -2,184 Closed
BlackRock
243
BlackRock
New York
-$10.5K -1,300 Closed
MCIA
244
Mountain Capital Investment Advisors
Colorado
-$4K -492 Closed
BONST
245
Bank of Nova Scotia Trust
Ontario, Canada
-$3K -356 Closed
Thrivent Financial for Lutherans
246
Thrivent Financial for Lutherans
Minnesota
-$2K -293 Closed
CHC
247
City Holding Co
West Virginia
-$2K -268 Closed
NFG
248
Next Financial Group
Texas
-$1K -72 Closed
SMG
249
Spectrum Management Group
Indiana
-$1K -68 Closed

SMFG Hedge Fund Activity: Q4 2017 in Review

228 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2017, worth a combined $1.62B — up 15% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SMFG positions and 22 closed out — a net gain of 36 holders — while 101 added to existing stakes and 34 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $17.4M. The largest seller was Bank of America, cutting an estimated $38.1M.

  • 228 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2017, up from 194 in Q3 2017.
  • Funds reported $1.62B of Sumitomo Mitsui Financial stock for Q4 2017, up 15% quarter-over-quarter.
  • 58 funds opened new Sumitomo Mitsui Financial positions in Q4 2017 and 22 closed out, a net change of +36 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2017 was Fisher Asset Management, an estimated $17.4M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2017 was Bank of America, an estimated $38.1M sold.

Based on aggregated 13F filings for Q4 2017.