Sumitomo Mitsui Financial
SMFG
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.
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: 229 → 230 (+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: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$21.7M |
| 2 |
CI
Cambiar Investors
Denver,
Colorado
|
+$10.2M |
| 3 |
Lazard Asset Management
New York
|
+$7.08M |
| 4 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$6.9M |
| 5 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
+$4.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Natixis Advisors
Boston,
Massachusetts
|
-$9.32M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.81M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.99M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$4.61M |
| 5 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
-$4.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
251
Winfield Associates
Cleveland,
Ohio
| – | -$19K | -2,095 | Closed |
|
|
TA
252
Teachers Advisors
New York
| – | -$18K | -2,018 | Closed |
|
|
CA
253
Calton & Associates
Tampa,
Florida
| – | -$18K | -1,950 | Closed |
|
|
FDCDDQ
254
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$15.4K | -1,775 | Closed |
|
255
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$11K | -1,274 | Closed |
|
|
SPI
256
Santori & Peters Inc
Canonsburg,
Pennsylvania
| – | -$5K | -572 | Closed |
|
|
BWA
257
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$1K | -158 | 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.