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Sumitomo Mitsui Financial
SMFG

236 hedge funds and large institutions have $1.53B invested in Sumitomo Mitsui Financial in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

17% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 77

2% more funds holding

Funds holding: 231 → 236 (+5)

0.37% less ownership

Funds ownership: 14.01% → 13.64% (-0.37%)

0% less capital invested

Capital invested by funds: $1.54B → $1.53B (-$7.18M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
236
Holders Change
+5
Holders Change %
+2.16%
% of All Funds
5.4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
36
Increased
90
Reduced
77
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CI
Cowen Inc
New York
+$15M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$13M
3
LP
LMR Partners
United Kingdom
+$6.28M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$5.38M
5
AG
Aperio Group
California
+$3.05M

Top Sellers

Rank Fund Capital Flow
1
CI
Cambiar Investors
Colorado
-$65.1M
2
Bank of America
Bank of America
North Carolina
-$21.7M
3
OAG
Orbis Allan Gray
Bermuda
-$6.92M
4
SEI Investments
SEI Investments
Pennsylvania
-$5.18M
5
Wells Fargo
Wells Fargo
California
-$4.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
226
One Wealth Advisors
California
$2K +$743 +94 +50%
SWP
227
Stratos Wealth Partners
Ohio
$2K +$2.45K +310 New
MWPCG
228
Measured Wealth Private Client Group
New Hampshire
$2K +$2.54K +321 New
CFD
229
Creative Financial Designs
Indiana
$1K – – –
GRP
230
Global Retirement Partners
California
$1K – – –
KF
231
Krilogy Financial
Missouri
$1K +$703 +89 New
TC
232
Truvestments Capital
Florida
$1K +$1.23K +155 New
Barclays
233
Barclays
United Kingdom
$1K +$1.23K +156 New
CAG
234
Csenge Advisory Group
Florida
$1K +$1.38K +174 New
FRA
235
Front Row Advisors
California
$14 -$63 -8 -0.4%
HCM
236
Highbridge Capital Management
New York
– -$1.17M -150,000 Closed
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
– -$257K -33,082 Closed
TSS
238
Two Sigma Securities
New York
– -$143K -18,410 Closed
ZDA
239
Zweig-DiMenna Associates
New York
– -$139K -17,900 Closed
Capital Fund Management (CFM)
240
Capital Fund Management (CFM)
France
– -$138K -17,700 Closed
CSS
241
Cubist Systematic Strategies
Connecticut
– -$116K -14,909 Closed
BCA
242
Berman Capital Advisors
Georgia
– -$97K -12,491 Closed
GC
243
Gilbert & Cook
Iowa
– -$93K -12,000 Closed
PAM
244
Palisade Asset Management
Minnesota
– -$90K -11,606 Closed
BP
245
Ballentine Partners
Massachusetts
– -$79K -10,169 Closed
QT
246
Quantbot Technologies
New York
– -$61K -7,968 Closed
PFA
247
Pathway Financial Advisors
Vermont
– -$30K -3,919 Closed
Manulife (Manufacturers Life Insurance)
248
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$25K -3,170 Closed
RFA
249
Reilly Financial Advisors
California
– -$23K -3,013 Closed
NIT
250
NumerixS Investment Technologies
British Columbia, Canada
– -$19K -2,400 Closed
7 8 9
10
11

SMFG Hedge Fund Activity: Q3 2018 in Review

236 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2018, worth a combined $1.53B — down 0.47% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SMFG positions and 30 closed out — a net gain of 6 holders — while 90 added to existing stakes and 77 trimmed.

The largest buyer was Cowen Inc, opening a new position worth an estimated $15M. The largest seller was Cambiar Investors, cutting an estimated $65.1M.

  • 236 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2018, up from 231 in Q2 2018.
  • Funds reported $1.53B of Sumitomo Mitsui Financial stock for Q3 2018, down 0.47% quarter-over-quarter.
  • 36 funds opened new Sumitomo Mitsui Financial positions in Q3 2018 and 30 closed out, a net change of +6 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2018 was Cowen Inc, an estimated $15M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2018 was Cambiar Investors, an estimated $65.1M sold.

Based on aggregated 13F filings for Q3 2018.