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Sumitomo Mitsui Financial

231 hedge funds and large institutions have $1.54B invested in Sumitomo Mitsui Financial in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 67

1% more funds holding

Funds holding: 229231 (+2)

0.48% more ownership

Funds ownership: 13.53%14.01% (+0.48%)

5% less capital invested

Capital invested by funds: $1.63B → $1.54B (-$87M)

Holders
231
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
5.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
82
Reduced
67
Closed
28
Calls
$1.11M
Puts
Net Calls
+$1.11M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
226
One Wealth Advisors
California
$1K
WWMSC
227
Wagner Wealth Management (South Carolina)
South Carolina
$1K
FGAM
228
Financial Gravity Asset Management
Texas
$1K +$91 +11 +16%
TAIM
229
TD Ameritrade Investment Management
Nebraska
$1K +$1.14K +137 New
LWM
230
Lenox Wealth Management
Ohio
$1K +$1.53K +184 New
FRA
231
Front Row Advisors
California
$16 +$515 +62 +3%
CGT
232
Capital Guardian Trust
California
-$6.23M -733,175 Closed
William Blair Investment Management
233
William Blair Investment Management
Illinois
-$4.23M -497,785 Closed
Two Sigma Investments
234
Two Sigma Investments
New York
-$1.44M -168,974 Closed
Citadel Advisors
235
Citadel Advisors
Florida
-$1.38M -165,588 Closed
Jane Street
236
Jane Street
New York
-$1.13M -132,863 Closed
YMRC
237
Yorktown Management & Research Company
Virginia
-$281K -33,000 Closed
PGA
238
Premia Global Advisors
Florida
-$210K -24,817 Closed
VF
239
Virtu Financial
New York
-$157K -18,431 Closed
GT
240
Glenmede Trust
Pennsylvania
-$146K -16,870 Closed
ARTA
241
A.R.T. Advisors
New York
-$133K -15,700 Closed
FLPIM
242
F.L. Putnam Investment Management
Massachusetts
-$125K -14,745 Closed
STA
243
Summit Trail Advisors
New York
-$118K -14,539 Closed
HSBC Holdings
244
HSBC Holdings
United Kingdom
-$113K -13,338 Closed
AT
245
Arden Trust
Delaware
-$95K -11,129 Closed
OA
246
Opes Advisors
California
-$88K -10,321 Closed
Susquehanna International Group
247
Susquehanna International Group
Pennsylvania
-$83.3K -10,022 Closed
APP
248
Avantax Planning Partners
Iowa
-$34K -3,932 Closed
Schroder Investment Management Group
249
Schroder Investment Management Group
United Kingdom
-$28K -3,328 Closed
SSB
250
Sandy Spring Bank
Maryland
-$21K -2,427 Closed

SMFG Hedge Fund Activity: Q2 2018 in Review

231 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2018, worth a combined $1.54B — down 5.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SMFG positions and 28 closed out — a net gain of 7 holders — while 82 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $28.7M. The largest seller was Bank of America, cutting an estimated $7.09M.

  • 231 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2018, up from 229 in Q1 2018.
  • Funds reported $1.54B of Sumitomo Mitsui Financial stock for Q2 2018, down 5.3% quarter-over-quarter.
  • 35 funds opened new Sumitomo Mitsui Financial positions in Q2 2018 and 28 closed out, a net change of +7 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2018 was Wells Fargo, an estimated $28.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2018 was Bank of America, an estimated $7.09M sold.

Based on aggregated 13F filings for Q2 2018.