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Sumitomo Mitsui Financial

195 hedge funds and large institutions have $1.41B invested in Sumitomo Mitsui Financial in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 49

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $1.32B → $1.41B (+$84.2M)

1% more ownership

Funds ownership: 11.9%12.9% (+1%)

1% more funds holding

Funds holding: 194195 (+1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
195
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
4.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
83
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$4.6M +$506K +66,419 +13%
US Bancorp
27
US Bancorp
Minnesota
$4.58M +$87.6K +11,492 +2%
BC
28
Brinker Capital
Pennsylvania
$4.13M +$75.3K +9,881 +2%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$3.99M -$95.4K -12,517 -2%
Ameriprise
30
Ameriprise
Minnesota
$3.94M +$243K +31,880 +7%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$3.62M -$375K -49,216 -9%
William Blair & Company
32
William Blair & Company
Illinois
$3.61M -$174K -22,795 -5%
Comerica Bank
33
Comerica Bank
Texas
$3.49M -$16.3K -2,136 -0.5%
UBS Group
34
UBS Group
Switzerland
$3.37M +$199K +26,081 +6%
NMC
35
Nine Masts Capital
Hong Kong
$3.31M -$5.71M -749,779 -64%
M&T Bank
36
M&T Bank
New York
$3.23M +$13.5K +1,768 +0.4%
William Blair Investment Management
37
William Blair Investment Management
Illinois
$3.21M -$44.6K -5,856 -1%
WAM
38
World Asset Management
Michigan
$3.2M -$8.13K -1,067 -0.3%
Truist Financial
39
Truist Financial
North Carolina
$3.2M +$2.05M +269,180 +184%
SB
40
Suntrust Banks
Georgia
$2.89M +$100K +13,164 +4%
ACC
41
Accident Compensation Corp
New Zealand
$2.89M -$304K -39,938 -10%
ECM
42
ETrade Capital Management
Virginia
$2.39M +$138K +18,092 +6%
Two Sigma Investments
43
Two Sigma Investments
New York
$2.33M -$4.22M -553,288 -65%
AAM
44
Advisors Asset Management
Colorado
$2.31M -$177K -23,255 -7%
PSUF
45
People's United Financial
Connecticut
$2.17M +$2.02M +264,901 +1,558%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$2.04M -$8.69M -1,140,198 -81%
RFC
47
Regions Financial Corp
Alabama
$2.03M +$497K +65,159 +33%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$2M +$654K +85,800 +49%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.82M +$36K +4,724 +2%
BUB
50
BBVA USA Bancshares
Texas
$1.58M +$1.19M +155,681 +319%

SMFG Hedge Fund Activity: Q3 2017 in Review

195 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2017, worth a combined $1.41B — up 6.4% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SMFG positions and 19 closed out — a net gain of 5 holders — while 83 added to existing stakes and 49 trimmed.

The largest buyer was Bank of America, adding an estimated $64M. The largest seller was Arrowstreet Capital, cutting an estimated $8.69M.

  • 195 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2017, up from 194 in Q2 2017.
  • Funds reported $1.41B of Sumitomo Mitsui Financial stock for Q3 2017, up 6.4% quarter-over-quarter.
  • 24 funds opened new Sumitomo Mitsui Financial positions in Q3 2017 and 19 closed out, a net change of +5 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2017 was Bank of America, an estimated $64M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2017 was Arrowstreet Capital, an estimated $8.69M sold.

Based on aggregated 13F filings for Q3 2017.