Sumitomo Mitsui Financial
SMFG
248 hedge funds and large institutions have $1.25B invested in Sumitomo Mitsui Financial in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 67 increasing their positions, 105 reducing their positions, and 38 closing their positions.
39% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 38
5% more funds holding
Funds holding: 236 → 248 (+12)
0.01% more ownership
Funds ownership: 13.64% → 13.65% (+0.01%)
19% less capital invested
Capital invested by funds: $1.53B → $1.25B (-$288M)
36% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 105
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$28.2M |
| 2 |
LP
LMR Partners
London,
United Kingdom
|
+$20.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.7M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$8.84M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$4.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
-$24.5M |
| 2 |
CI
Cowen Inc
New York
|
-$11.2M |
| 3 |
Morgan Stanley
New York
|
-$9.37M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$6.71M |
| 5 |
Lazard Asset Management
New York
|
-$6.42M |
SMFG Hedge Fund Activity: Q4 2018 in Review
248 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2018, worth a combined $1.25B — down 19% from $1.53B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SMFG positions and 38 closed out — a net gain of 15 holders — while 67 added to existing stakes and 105 trimmed.
The largest buyer was Nine Masts Capital, adding an estimated $28.2M. The largest seller was Cambiar Investors, cutting an estimated $24.5M.
- 248 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2018, up from 236 in Q3 2018.
- Funds reported $1.25B of Sumitomo Mitsui Financial stock for Q4 2018, down 19% quarter-over-quarter.
- 53 funds opened new Sumitomo Mitsui Financial positions in Q4 2018 and 38 closed out, a net change of +15 holders.
- The largest Sumitomo Mitsui Financial buyer in Q4 2018 was Nine Masts Capital, an estimated $28.2M added.
- The largest Sumitomo Mitsui Financial seller in Q4 2018 was Cambiar Investors, an estimated $24.5M sold.
Based on aggregated 13F filings for Q4 2018.