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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

247 hedge funds and large institutions have $1.24B invested in Sumitomo Mitsui Financial in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 67 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
5.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
53
Increased
67
Reduced
104
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NMC
Nine Masts Capital
Hong Kong
$28.8M
2
LP
LMR Partners
United Kingdom
$23.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.2M
4
Marshall Wace
Marshall Wace
United Kingdom
$7.71M
5
Federated Hermes
Federated Hermes
Pennsylvania
$10.6M

Top Sellers

1
CI
Cambiar Investors
Colorado
$98.4M
2
CI
Cowen Inc
New York
$2.62M
3
Morgan Stanley
Morgan Stanley
New York
$56.3M
4
Wells Fargo
Wells Fargo
California
$45.6M
5
Lazard Asset Management
Lazard Asset Management
New York
$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
226
BlackRock
New York
$5K -$5.43K -801 -52%
KPW
227
Kore Private Wealth
New York
$5K +$5K +720 New
AIM
228
Advantage Investment Management
Iowa
$5K +$5K +788 New
CGT
229
Capital Guardian Trust
California
$4K -$48.3K -6,887 -92%
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$4K -$2.38K -343 -37%
NFG
231
Next Financial Group
Texas
$4K -$533 -86 -12%
TJHA
232
Thomas J. Herzfeld Advisors
Florida
$4K +$4K +653 New
LPWM
233
Lake Point Wealth Management
Texas
$4K +$4K +678 New
SFG
234
SevenBridge Financial Group
Pennsylvania
$3K – – –
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +488 New
BWM
236
BerganKDV Wealth Management
Minnesota
$3K +$3K +498 New
SWM
237
SeaCrest Wealth Management
New York
$2K -$5.04K -685 -72%
LWA
238
Lenox Wealth Advisors
New York
$2K -$1.53K -266 -43%
WEC
239
Winslow Evans & Crocker
Massachusetts
$2K – – –
DAM
240
Delta Asset Management
Tennessee
$2K – – –
WDL
241
Well Done LLC
Michigan
$2K +$2K +331 New
CC
242
Claybrook Capital
Massachusetts
$2K +$2K +331 New
VNA
243
Valley National Advisers
Pennsylvania
$2K +$2K +348 New
SIM
244
Sonora Investment Management
Arizona
$1K – – –
JFA
245
JNBA Financial Advisors
Minnesota
$1K +$1K +225 New
GT
246
Glenmede Trust
Pennsylvania
$39 +$39 +6,035 New
NA
247
Neuburgh Advisers
California
– -$1.1M -136,442 Closed
FCM
248
Flinton Capital Management
Pennsylvania
– -$902K -112,364 Closed
TAM
249
Tyers Asset Management
Texas
– -$709K -88,286 Closed
RCM
250
Riverhead Capital Management
Delaware
– -$569K -70,800 Closed
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10
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