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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
+$25.1M
2
LP
LMR Partners
United Kingdom
+$18.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.1M
4
Marshall Wace
Marshall Wace
United Kingdom
+$7.71M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$4M

Top Sellers

1
CI
Cambiar Investors
Colorado
-$21.4M
2
CI
Cowen Inc
New York
-$9.73M
3
Morgan Stanley
Morgan Stanley
New York
-$8.17M
4
Wells Fargo
Wells Fargo
California
-$5.85M
5
Lazard Asset Management
Lazard Asset Management
New York
-$5.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHCM
251
Glen Harbor Capital Management
California
– -$516K -64,208 Closed
Deutsche Bank
252
Deutsche Bank
Germany
– -$265K -33,044 Closed
Arrowstreet Capital
253
Arrowstreet Capital
Massachusetts
– -$209K -26,000 Closed
BG
254
Bahl & Gaynor
Ohio
– -$209K -25,985 Closed
SS
255
Simplicity Solutions
Minnesota
– -$192K -23,890 Closed
RCA
256
Rowland Carmichael Advisors
Arizona
– -$183K -22,760 Closed
JCM
257
Jacobi Capital Management
Pennsylvania
– -$165K -20,505 Closed
BCM
258
BlueCrest Capital Management
Jersey
– -$145K -18,076 Closed
CGL
259
Clarius Group LLC
Washington
– -$105K -13,019 Closed
DIM
260
DC Investments Management
Virginia
– -$102K -12,722 Closed
HW
261
Hancock Whitney
Mississippi
– -$94K -11,674 Closed
KeyBank National Association
262
KeyBank National Association
Ohio
– -$90K -11,205 Closed
HJIM
263
Henry James International Management
New York
– -$86K -10,683 Closed
BWP
264
BSW Wealth Partners
Colorado
– -$83K -10,286 Closed
SPIA
265
Steward Partners Investment Advisory
New York
– -$52K -6,476 Closed
BL
266
Balentine LLC
Georgia
– -$47K -5,900 Closed
TPWA
267
TRUE Private Wealth Advisors
Oregon
– -$36.3K -4,517 Closed
LIA
268
LS Investment Advisors
Michigan
– -$26K -3,270 Closed
TL
269
TrueWealth LLC
Georgia
– -$23K -2,865 Closed
WSTAM
270
Wilbanks Smith & Thomas Asset Management
Virginia
– -$22K -2,763 Closed
LFA
271
Legacy Financial Advisors
Kentucky
– -$18K -2,288 Closed
AF
272
Advisornet Financial
Minnesota
– -$14K -1,781 Closed
SIS
273
Sound Income Strategies
Florida
– -$13K -1,665 Closed
GWS
274
Glassman Wealth Services
Virginia
– -$12K -1,513 Closed
GAM
275
Gemmer Asset Management
California
– -$8K -958 Closed
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