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Sumitomo Mitsui Financial

194 hedge funds and large institutions have $1.32B invested in Sumitomo Mitsui Financial in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more capital invested

Capital invested by funds: $658M → $1.32B (+$665M)

88% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 42

68% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 25

8% more funds holding

Funds holding: 179194 (+15)

5.49% more ownership

Funds ownership: 6.41%11.9% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
194
Holders Change
+15
Holders Change %
+8.38%
% of All Funds
4.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
79
Reduced
42
Closed
25
Calls
$83K
Puts
Net Calls
+$83K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$5.21M +$4.22M +568,526 +603%
CAM
27
Capstone Asset Management
Texas
$4.6M -$155K -20,800 -3%
US Bancorp
28
US Bancorp
Minnesota
$4.58M +$1.34M +179,747 +45%
Stifel Financial
29
Stifel Financial
Missouri
$4.18M +$429K +57,746 +12%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$4.17M -$1.71M -229,528 -30%
BC
31
Brinker Capital
Pennsylvania
$4.13M +$1.5M +201,952 +62%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$4.08M +$1.17M +158,038 +44%
William Blair & Company
33
William Blair & Company
Illinois
$3.86M +$107K +14,391 +3%
Ameriprise
34
Ameriprise
Minnesota
$3.77M +$242K +32,580 +7%
William Blair Investment Management
35
William Blair Investment Management
Illinois
$3.32M -$277K -37,305 -8%
M&T Bank
36
M&T Bank
New York
$3.28M +$2.55M +343,836 +469%
WAM
37
World Asset Management
Michigan
$3.27M -$180K -24,194 -5%
Comerica Bank
38
Comerica Bank
Texas
$3.27M -$44.7K -6,010 -1%
ACC
39
Accident Compensation Corp
New Zealand
$3.26M -$610K -82,100 -17%
SEI Investments
40
SEI Investments
Pennsylvania
$3.24M +$775K +104,340 +34%
UBS Group
41
UBS Group
Switzerland
$3.23M -$232K -31,182 -7%
UCFA
42
United Capital Financial Advisors
Texas
$2.9M +$748K +100,657 +37%
SB
43
Suntrust Banks
Georgia
$2.84M +$1.49M +200,223 +124%
Millennium Management
44
Millennium Management
New York
$2.76M +$2.61M +351,447 New
AAM
45
Advisors Asset Management
Colorado
$2.54M -$39.5K -5,319 -2%
ECM
46
ETrade Capital Management
Virginia
$2.29M +$1.18M +158,251 +119%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.81M +$1.38M +186,297 +418%
RFC
48
Regions Financial Corp
Alabama
$1.55M +$858K +115,502 +140%
Invesco
49
Invesco
Georgia
$1.48M +$550 +74 +0%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$1.37M -$111K -14,900 -8%

SMFG Hedge Fund Activity: Q2 2017 in Review

194 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2017, worth a combined $1.32B — up 101% from $658M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SMFG positions and 25 closed out — a net gain of 17 holders — while 79 added to existing stakes and 42 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $364M. The largest seller was Nine Masts Capital, cutting an estimated $32.1M.

  • 194 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2017, up from 179 in Q1 2017.
  • Funds reported $1.32B of Sumitomo Mitsui Financial stock for Q2 2017, up 101% quarter-over-quarter.
  • 42 funds opened new Sumitomo Mitsui Financial positions in Q2 2017 and 25 closed out, a net change of +17 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2017 was Fisher Asset Management, an estimated $364M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2017 was Nine Masts Capital, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2017.