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Sumitomo Mitsui Financial
SMFG

179 hedge funds and large institutions have $658M invested in Sumitomo Mitsui Financial in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 6.38% → 6.41% (+0.03%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

5% less capital invested

Capital invested by funds: $689M → $658M (-$31.8M)

8% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 65

2% less funds holding

Funds holding: 182 → 179 (-3)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
60
Reduced
65
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$18.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$18.3M
3
PPA
Parametric Portfolio Associates
Washington
+$4.82M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.48M
5
William Blair & Company
William Blair & Company
Illinois
+$3.12M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$18.8M
2
NMC
Nine Masts Capital
Hong Kong
-$8.26M
3
WT
Wellcome Trust
United Kingdom
-$7.64M
4
Renaissance Technologies
Renaissance Technologies
New York
-$5.76M
5
Northern Trust
Northern Trust
Illinois
-$4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$3.43M +$427K +54,952 +13%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.4M +$219K +28,259 +6%
William Blair Investment Management
28
William Blair Investment Management
Illinois
$3.34M +$122K +15,693 +4%
Comerica Bank
29
Comerica Bank
Texas
$3.3M +$88.3K +11,363 +3%
Ameriprise
30
Ameriprise
Minnesota
$3.24M +$80.2K +10,331 +2%
Two Sigma Investments
31
Two Sigma Investments
New York
$3.24M +$1.51M +193,910 +77%
UBS Group
32
UBS Group
Switzerland
$3.21M +$291K +37,424 +9%
WAM
33
World Asset Management
Michigan
$3.19M +$48.7K +6,267 +1%
US Bancorp
34
US Bancorp
Minnesota
$2.92M +$468K +60,261 +18%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.62M +$39.8K +5,125 +1%
AAM
36
Advisors Asset Management
Colorado
$2.38M -$418K -53,795 -14%
BC
37
Brinker Capital
Pennsylvania
$2.35M +$155K +19,979 +7%
SEI Investments
38
SEI Investments
Pennsylvania
$2.23M -$413K -53,134 -15%
UCFA
39
United Capital Financial Advisors
Texas
$1.95M +$147K +18,870 +8%
GC
40
Guggenheim Capital
Illinois
$1.68M +$1.8M +232,143 New
PP
41
PDT Partners
New York
$1.56M -$20.5K -2,640 -1%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$1.37M +$727K +93,600 +98%
Invesco
43
Invesco
Georgia
$1.36M -$23.6K -3,042 -2%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.29M +$16.5K +2,128 +1%
SB
45
Suntrust Banks
Georgia
$1.17M +$242K +31,201 +24%
SC
46
Seawolf Capital
New York
$1.07M -$395K -50,800 -26%
NA
47
Neuburgh Advisers
California
$989K – – –
GHAM
48
Gilman Hill Asset Management
Connecticut
$982K +$50.6K +6,517 +5%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$968K +$115K +14,850 +13%
ECM
50
ETrade Capital Management
Virginia
$968K +$359K +46,247 +53%
1
2
3 4 5

SMFG Hedge Fund Activity: Q1 2017 in Review

179 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2017, worth a combined $658M — down 4.6% from $689M a quarter earlier.

Fund positioning in SMFG was balanced in Q1 2017: 24 funds opened new positions, 24 closed out, 60 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $18.5M. The largest seller was JP Morgan Chase, cutting an estimated $18.8M.

  • 179 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2017, down from 182 in Q4 2016.
  • Funds reported $658M of Sumitomo Mitsui Financial stock for Q1 2017, down 4.6% quarter-over-quarter.
  • 24 funds opened new Sumitomo Mitsui Financial positions in Q1 2017 and 24 closed out, a net change of 0 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2017 was Bank of America, an estimated $18.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2017 was JP Morgan Chase, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2017.