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Sumitomo Mitsui Financial
SMFG

228 hedge funds and large institutions have $1.62B invested in Sumitomo Mitsui Financial in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 101 increasing their positions, 34 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 34

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

18% more funds holding

Funds holding: 194 → 228 (+34)

15% more capital invested

Capital invested by funds: $1.41B → $1.62B (+$216M)

0.28% more ownership

Funds ownership: 12.9% → 13.18% (+0.28%)

Holders
228
Holders Change
+34
Holders Change %
+17.53%
% of All Funds
5.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
58
Increased
101
Reduced
34
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$17.4M
2
TAM
Todd Asset Management
Kentucky
+$11.6M
3
Franklin Resources
Franklin Resources
California
+$10.4M
4
Morgan Stanley
Morgan Stanley
New York
+$8.86M
5
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$7.96M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$38.1M
2
Renaissance Technologies
Renaissance Technologies
New York
-$11.1M
3
Deutsche Bank
Deutsche Bank
Germany
-$6.61M
4
CBT
Capital Bank & Trust
California
-$4.76M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$5.68M +$453K +55,955 +9%
CGT
27
Capital Guardian Trust
California
$5.49M +$5.12M +632,044 New
SEI Investments
28
SEI Investments
Pennsylvania
$5.36M -$192K -23,737 -4%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$5.31M -$398K -49,172 -7%
BC
30
Brinker Capital
Pennsylvania
$4.74M +$81.1K +10,013 +2%
Ameriprise
31
Ameriprise
Minnesota
$4.68M +$215K +26,489 +5%
Massachusetts Financial Services
32
Massachusetts Financial Services
Massachusetts
$4.61M +$107K +13,244 +3%
Truist Financial
33
Truist Financial
North Carolina
$4.33M +$667K +82,308 +20%
AS
34
Altshuler Shaham
Israel
$4.27M +$1.22M +150,000 New
UBS Group
35
UBS Group
Switzerland
$4.26M +$430K +53,076 +12%
SB
36
Suntrust Banks
Georgia
$4.23M +$905K +111,669 +30%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$4.22M +$129K +15,968 +3%
Two Sigma Investments
38
Two Sigma Investments
New York
$4.02M +$1.3M +160,123 +53%
Comerica Bank
39
Comerica Bank
Texas
$3.99M -$80.3K -9,909 -2%
M&T Bank
40
M&T Bank
New York
$3.79M +$139K +17,153 +4%
William Blair Investment Management
41
William Blair Investment Management
Illinois
$3.63M +$7.28K +898 +0.2%
WAM
42
World Asset Management
Michigan
$3.47M -$127K -15,619 -4%
ECM
43
ETrade Capital Management
Virginia
$3.3M +$563K +69,436 +22%
NMC
44
Nine Masts Capital
Hong Kong
$3.09M -$593K -73,175 -17%
ACC
45
Accident Compensation Corp
New Zealand
$2.93M -$298K -36,806 -10%
AAM
46
Advisors Asset Management
Colorado
$2.7M +$85.5K +10,549 +4%
ECM
47
Evergreen Capital Management
Washington
$2.62M +$2.44M +301,050 New
RFC
48
Regions Financial Corp
Alabama
$2.55M +$247K +30,482 +12%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$2.42M +$350K +43,183 +18%
CBT
50
Capital Bank & Trust
California
$2.39M -$4.76M -587,854 -68%
1
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SMFG Hedge Fund Activity: Q4 2017 in Review

228 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2017, worth a combined $1.62B — up 15% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SMFG positions and 22 closed out — a net gain of 36 holders — while 101 added to existing stakes and 34 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $17.4M. The largest seller was Bank of America, cutting an estimated $38.1M.

  • 228 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2017, up from 194 in Q3 2017.
  • Funds reported $1.62B of Sumitomo Mitsui Financial stock for Q4 2017, up 15% quarter-over-quarter.
  • 58 funds opened new Sumitomo Mitsui Financial positions in Q4 2017 and 22 closed out, a net change of +36 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2017 was Fisher Asset Management, an estimated $17.4M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2017 was Bank of America, an estimated $38.1M sold.

Based on aggregated 13F filings for Q4 2017.