We are live on ! Find out more
SMFG icon

Sumitomo Mitsui Financial

167 hedge funds and large institutions have $1.17B invested in Sumitomo Mitsui Financial in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 32

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $960M → $1.17B (+$211M)

9% more funds holding

Funds holding: 153167 (+14)

1.33% more ownership

Funds ownership: 9.26%10.58% (+1.3%)

99% less call options, than puts

Call options by funds: $23K | Put options by funds: $3.41M

Holders
167
Holders Change
+14
Holders Change %
+9.15%
% of All Funds
4.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
79
Reduced
32
Closed
18
Calls
$23K
Puts
$3.41M
Net Calls
-$3.39M
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Gratry & Company
Ohio
$5.17M -$820K -109,680 -14%
RJA
27
Raymond James & Associates
Florida
$4.93M +$488K +65,259 +11%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$4.92M -$120 -16 -0%
SB
29
Suntrust Banks
Georgia
$4.87M +$3.82M +510,555 +429%
Truist Financial
30
Truist Financial
North Carolina
$4.81M +$975K +130,449 +27%
DVM
31
Dreman Value Management
Florida
$4.73M -$270K -36,066 -6%
CGT
32
Capital Guardian Trust
California
$4.17M +$202K +27,000 +5%
CM
33
Castleark Management
Illinois
$3.91M +$3.78M +505,000 New
FGP
34
Foyston, Gordon, & Payne
Ontario, Canada
$3.89M -$8.73K -1,167 -0.2%
US Bancorp
35
US Bancorp
Minnesota
$3.68M -$602K -80,548 -14%
RCM
36
Riverhead Capital Management
Delaware
$3.65M
Stifel Financial
37
Stifel Financial
Missouri
$3.24M +$1.25M +167,451 +67%
PSUF
38
People's United Financial
Connecticut
$3.22M +$206K +27,562 +7%
AAM
39
Advisors Asset Management
Colorado
$3.16M +$245K +32,762 +9%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$2.94M +$118K +15,796 +4%
Comerica Bank
41
Comerica Bank
Texas
$2.93M -$2.44M -326,788 -46%
MCM
42
Matterhorn Capital Management
Texas
$2.9M +$124K +16,529 +5%
M&T Bank
43
M&T Bank
New York
$2.82M +$2.46M +329,102 +943%
WAM
44
World Asset Management
Michigan
$2.78M -$27.7K -3,698 -1%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$2.59M +$450K +60,220 +22%
Ameriprise
46
Ameriprise
Minnesota
$2.43M +$466K +62,375 +25%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$2.34M +$13.9K +1,863 +0.6%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.82M +$717K +95,852 +69%
Invesco
49
Invesco
Georgia
$1.74M +$145K +19,348 +9%
UBS AM
50
UBS AM
Illinois
$1.73M +$478K +63,944 +40%

SMFG Hedge Fund Activity: Q1 2015 in Review

167 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2015, worth a combined $1.17B — up 22% from $960M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SMFG positions and 18 closed out — a net gain of 15 holders — while 79 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.6M. The largest seller was Two Sigma Investments, cutting an estimated $8.93M.

  • 167 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2015, up from 153 in Q4 2014.
  • Funds reported $1.17B of Sumitomo Mitsui Financial stock for Q1 2015, up 22% quarter-over-quarter.
  • 33 funds opened new Sumitomo Mitsui Financial positions in Q1 2015 and 18 closed out, a net change of +15 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2015 was Morgan Stanley, an estimated $37.6M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2015 was Two Sigma Investments, an estimated $8.93M sold.

Based on aggregated 13F filings for Q1 2015.