Sumitomo Mitsui Financial
SMFG
162 hedge funds and large institutions have $972M invested in Sumitomo Mitsui Financial in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 46 reducing their positions, and 20 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 46
25% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 20
3% more funds holding
Funds holding: 158 → 162 (+4)
0.23% more ownership
Funds ownership: 7.64% → 7.87% (+0.23%)
16% less capital invested
Capital invested by funds: $1.16B → $972M (-$188M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
100% less call options, than puts
Call options by funds: $4.59M | Put options by funds: $49.2B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17.8M |
| 2 |
CI
Cambiar Investors
Denver,
Colorado
|
+$16.8M |
| 3 |
AG
Aperio Group
Sausalito,
California
|
+$11.9M |
| 4 |
Lazard Asset Management
New York
|
+$9.94M |
| 5 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
+$6.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$19.3M |
| 2 |
SC
Seawolf Capital
New York
|
-$12.8M |
| 3 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$9.29M |
| 4 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$6.97M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.94M |
SMFG Hedge Fund Activity: Q1 2014 in Review
162 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2014, worth a combined $972M — down 16% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SMFG positions and 20 closed out — a net gain of 5 holders — while 63 added to existing stakes and 46 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $17.8M. The largest seller was First Trust Advisors, cutting an estimated $19.3M.
- 162 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2014, up from 158 in Q4 2013.
- Funds reported $972M of Sumitomo Mitsui Financial stock for Q1 2014, down 16% quarter-over-quarter.
- 25 funds opened new Sumitomo Mitsui Financial positions in Q1 2014 and 20 closed out, a net change of +5 holders.
- The largest Sumitomo Mitsui Financial buyer in Q1 2014 was Morgan Stanley, an estimated $17.8M added.
- The largest Sumitomo Mitsui Financial seller in Q1 2014 was First Trust Advisors, an estimated $19.3M sold.
Based on aggregated 13F filings for Q1 2014.