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Sumitomo Mitsui Financial

230 hedge funds and large institutions have $1.63B invested in Sumitomo Mitsui Financial in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

0% more funds holding

Funds holding: 229230 (+1)

0.36% more ownership

Funds ownership: 13.18%13.53% (+0.36%)

0% more capital invested

Capital invested by funds: $1.62B → $1.63B (+$4.25M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
100
Reduced
59
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$6.18M +$980K +109,695 +18%
SB
27
Suntrust Banks
Georgia
$5.76M +$1.71M +191,142 +39%
US Bancorp
28
US Bancorp
Minnesota
$5.74M +$175K +19,628 +3%
Stifel Financial
29
Stifel Financial
Missouri
$5.73M +$187K +20,888 +3%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$5.34M +$1.27M +142,512 +29%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$5.22M -$1.22M -136,682 -18%
William Blair & Company
32
William Blair & Company
Illinois
$5.05M -$630K -70,524 -11%
Ameriprise
33
Ameriprise
Minnesota
$4.75M +$184K +20,538 +4%
UBS Group
34
UBS Group
Switzerland
$4.69M +$545K +61,002 +12%
ECM
35
ETrade Capital Management
Virginia
$4.29M +$1.12M +125,487 +33%
Truist Financial
36
Truist Financial
North Carolina
$4.28M +$50.1K +5,611 +1%
William Blair Investment Management
37
William Blair Investment Management
Illinois
$4.23M +$714K +79,907 +19%
M&T Bank
38
M&T Bank
New York
$3.99M +$300K +33,557 +8%
Comerica Bank
39
Comerica Bank
Texas
$3.54M +$24.8K +2,775 +0.7%
BC
40
Brinker Capital
Pennsylvania
$3.24M -$1.47M -164,463 -30%
ACC
41
Accident Compensation Corp
New Zealand
$2.94M +$77.7K +8,700 +3%
Federated Hermes
42
Federated Hermes
Pennsylvania
$2.94M +$3.09M +346,023 New
AAM
43
Advisors Asset Management
Colorado
$2.78M +$81.3K +9,095 +3%
ECM
44
Evergreen Capital Management
Washington
$2.76M +$207K +23,206 +8%
BUB
45
BBVA USA Bancshares
Texas
$2.69M +$422K +47,255 +18%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$2.63M +$374K +41,900 +16%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$2.57M +$207K +23,215 +8%
RFC
48
Regions Financial Corp
Alabama
$2.53M +$40.9K +4,581 +2%
Renaissance Technologies
49
Renaissance Technologies
New York
$2.49M +$936K +104,800 +56%
WAM
50
World Asset Management
Michigan
$2.39M -$1.06M -118,365 -30%

SMFG Hedge Fund Activity: Q1 2018 in Review

230 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2018, worth a combined $1.63B — up 0.26% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SMFG positions and 27 closed out — a net gain of 3 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $21.7M. The largest seller was Natixis Advisors, cutting an estimated $9.32M.

  • 230 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2018, up from 229 in Q4 2017.
  • Funds reported $1.63B of Sumitomo Mitsui Financial stock for Q1 2018, up 0.26% quarter-over-quarter.
  • 30 funds opened new Sumitomo Mitsui Financial positions in Q1 2018 and 27 closed out, a net change of +3 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2018 was Fisher Asset Management, an estimated $21.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2018 was Natixis Advisors, an estimated $9.32M sold.

Based on aggregated 13F filings for Q1 2018.