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Sumitomo Mitsui Financial
SMFG

170 hedge funds and large institutions have $519M invested in Sumitomo Mitsui Financial in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

0.34% less ownership

Funds ownership: 6.76% → 6.42% (-0.34%)

3% less funds holding

Funds holding: 176 → 170 (-6)

10% less capital invested

Capital invested by funds: $575M → $519M (-$55.5M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

29% less call options, than puts

Call options by funds: $143K | Put options by funds: $200K

Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
59
Reduced
59
Closed
28
Calls
$143K
Puts
$200K
Net Calls
-$57K
Net Calls Change
+$5.91M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$9.1M
2
WT
Wellcome Trust
United Kingdom
+$6.11M
3
OAG
Orbis Allan Gray
Bermuda
+$5.67M
4
NMC
Nine Masts Capital
Hong Kong
+$5.2M
5
PPA
Parametric Portfolio Associates
Washington
+$4.68M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$28.2M
2
RG
Renaissance Group
Kentucky
-$13.2M
3
Wells Fargo
Wells Fargo
California
-$9.77M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.66M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGP
26
Foyston, Gordon, & Payne
Ontario, Canada
$2.83M +$81.7K +13,376 +3%
Comerica Bank
27
Comerica Bank
Texas
$2.61M -$110K -18,010 -4%
WAM
28
World Asset Management
Michigan
$2.5M +$205K +33,582 +8%
ACC
29
Accident Compensation Corp
New Zealand
$2.45M +$1.43M +233,394 +120%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$2.45M -$2.66M -435,708 -50%
AAM
31
Advisors Asset Management
Colorado
$2.43M +$109K +17,909 +4%
UBS Group
32
UBS Group
Switzerland
$2.38M -$140K -22,972 -5%
Ameriprise
33
Ameriprise
Minnesota
$2.23M -$14.9K -2,445 -0.6%
US Bancorp
34
US Bancorp
Minnesota
$2.22M -$127K -20,782 -5%
Stifel Financial
35
Stifel Financial
Missouri
$2.13M +$241K +39,419 +12%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$1.96M +$59.4K +9,726 +3%
SEI Investments
37
SEI Investments
Pennsylvania
$1.96M +$918K +150,300 +78%
Deutsche Bank
38
Deutsche Bank
Germany
$1.96M -$592K -96,939 -22%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.74M +$43.8K +7,162 +2%
Millennium Management
40
Millennium Management
New York
$1.58M +$578K +94,604 +52%
Truist Financial
41
Truist Financial
North Carolina
$1.46M -$1.32M -216,735 -46%
Invesco
42
Invesco
Georgia
$1.17M -$16.3K -2,669 -1%
Citigroup
43
Citigroup
New York
$1.13M +$186K +30,449 +18%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$1.02M -$92.2K -15,082 -8%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$923K +$18.3K +3,000 +2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$907K -$62.4K -10,214 -6%
RCM
47
Riverhead Capital Management
Delaware
$891K -$1.82M -298,603 -66%
HI
48
HBK Investments
Texas
$888K -$699K -114,347 -42%
GHAM
49
Gilman Hill Asset Management
Connecticut
$717K +$75.1K +12,290 +11%
MCM
50
Matterhorn Capital Management
Texas
$675K -$472K -77,220 -40%
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SMFG Hedge Fund Activity: Q2 2016 in Review

170 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2016, worth a combined $519M — down 9.7% from $575M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SMFG and 23 opened new positions — a net loss of 5 holders — while 59 trimmed existing stakes and 59 added.

The largest buyer was Jane Street, adding an estimated $9.1M. The largest seller was Morgan Stanley, cutting an estimated $28.2M.

  • 170 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2016, down from 176 in Q1 2016.
  • Funds reported $519M of Sumitomo Mitsui Financial stock for Q2 2016, down 9.7% quarter-over-quarter.
  • 23 funds opened new Sumitomo Mitsui Financial positions in Q2 2016 and 28 closed out, a net change of -5 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2016 was Jane Street, an estimated $9.1M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2016 was Morgan Stanley, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2016.