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Sumitomo Mitsui Financial

230 hedge funds and large institutions have $1.63B invested in Sumitomo Mitsui Financial in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

0% more funds holding

Funds holding: 229230 (+1)

0.36% more ownership

Funds ownership: 13.18%13.53% (+0.36%)

0% more capital invested

Capital invested by funds: $1.62B → $1.63B (+$4.25M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
100
Reduced
59
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
226
Creative Financial Designs
Indiana
$1K
FGAM
227
Financial Gravity Asset Management
Texas
$1K +$599 +67 New
WWMSC
228
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$1K +112 New
GRP
229
Global Retirement Partners
California
$1K +$1.27K +142 New
WEC
230
Winslow Evans & Crocker
Massachusetts
$604
Massachusetts Financial Services
231
Massachusetts Financial Services
Massachusetts
-$4.61M -530,538 Closed
MWNA
232
Marshall Wace North America
New York
-$1.46M -167,683 Closed
AS
233
Altshuler Shaham
Israel
-$4.27M -150,000 Closed
Deutsche Bank
234
Deutsche Bank
Germany
-$845K -97,279 Closed
HI
235
Horizon Investments
North Carolina
-$487K -65,875 Closed
RJFSA
236
Raymond James Financial Services Advisors
Florida
-$224K -25,767 Closed
LC
237
Lourd Capital
California
-$206K -23,664 Closed
WIS
238
Wright Investors Service
Connecticut
-$174K -19,994 Closed
IWA
239
Intercontinental Wealth Advisors
Texas
-$143K -16,464 Closed
QT
240
Quantbot Technologies
New York
-$139K -16,036 Closed
PP
241
Paloma Partners
Connecticut
-$126K -14,472 Closed
ATC
242
Argent Trust Co
Tennessee
-$101K -11,635 Closed
Wolverine Trading
243
Wolverine Trading
Illinois
-$99K -11,346 Closed
HI
244
HBK Investments
Texas
-$98K -11,300 Closed
CI
245
Conning Inc
Connecticut
-$97K -11,125 Closed
CB
246
Commerce Bank
Missouri
-$94K -10,803 Closed
TRCT
247
Tower Research Capital (TRC)
New York
-$79K -9,047 Closed
ZB
248
Zions Bancorporation
Utah
-$69K -7,986 Closed
II
249
Inspire Investing
Idaho
-$66K -7,608 Closed
AFNAS
250
American Financial Network Advisory Services
California
-$25K -2,880 Closed

SMFG Hedge Fund Activity: Q1 2018 in Review

230 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2018, worth a combined $1.63B — up 0.26% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SMFG positions and 27 closed out — a net gain of 3 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $21.7M. The largest seller was Natixis Advisors, cutting an estimated $9.32M.

  • 230 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2018, up from 229 in Q4 2017.
  • Funds reported $1.63B of Sumitomo Mitsui Financial stock for Q1 2018, up 0.26% quarter-over-quarter.
  • 30 funds opened new Sumitomo Mitsui Financial positions in Q1 2018 and 27 closed out, a net change of +3 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2018 was Fisher Asset Management, an estimated $21.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2018 was Natixis Advisors, an estimated $9.32M sold.

Based on aggregated 13F filings for Q1 2018.