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Sumitomo Mitsui Financial

231 hedge funds and large institutions have $1.54B invested in Sumitomo Mitsui Financial in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 67

1% more funds holding

Funds holding: 229231 (+2)

0.48% more ownership

Funds ownership: 13.53%14.01% (+0.48%)

5% less capital invested

Capital invested by funds: $1.63B → $1.54B (-$87M)

Holders
231
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
5.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
82
Reduced
67
Closed
28
Calls
$1.11M
Puts
Net Calls
+$1.11M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
26
Ferguson Wellman Capital Management
Oregon
$6.19M -$95.3K -11,470 -1%
US Bancorp
27
US Bancorp
Minnesota
$5.58M +$359K +43,167 +6%
SB
28
Suntrust Banks
Georgia
$5.48M +$230K +27,669 +4%
Stifel Financial
29
Stifel Financial
Missouri
$5.14M -$87.9K -10,576 -2%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$5.14M +$273K +32,817 +5%
WAM
31
Wolverine Asset Management
Illinois
$5.05M +$4.15M +500,000 +333%
Ameriprise
32
Ameriprise
Minnesota
$4.66M +$347K +41,730 +7%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$4.65M -$141K -16,920 -3%
William Blair & Company
34
William Blair & Company
Illinois
$4.58M -$47K -5,662 -1%
UBS Group
35
UBS Group
Switzerland
$4.3M +$17.2K +2,065 +0.4%
ECM
36
ETrade Capital Management
Virginia
$4.11M +$205K +24,697 +5%
Truist Financial
37
Truist Financial
North Carolina
$3.76M -$156K -18,832 -4%
M&T Bank
38
M&T Bank
New York
$3.67M +$24.6K +2,958 +0.6%
Comerica Bank
39
Comerica Bank
Texas
$3.45M +$229K +27,590 +7%
BC
40
Brinker Capital
Pennsylvania
$3.04M +$84.4K +10,157 +3%
BUB
41
BBVA USA Bancshares
Texas
$2.72M +$282K +33,947 +11%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$2.68M +$295K +35,500 +11%
Federated Hermes
43
Federated Hermes
Pennsylvania
$2.62M -$71.9K -8,649 -2%
AAM
44
Advisors Asset Management
Colorado
$2.53M +$49.8K +5,995 +2%
ECM
45
Evergreen Capital Management
Washington
$2.49M -$30.3K -3,645 -1%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$2.47M +$134K +16,099 +5%
ACC
47
Accident Compensation Corp
New Zealand
$2.25M -$466K -56,100 -16%
Invesco
48
Invesco
Georgia
$1.87M +$79.3K +9,549 +4%
RFC
49
Regions Financial Corp
Alabama
$1.75M -$608K -73,134 -25%
WAM
50
World Asset Management
Michigan
$1.65M -$576K -69,353 -25%

SMFG Hedge Fund Activity: Q2 2018 in Review

231 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2018, worth a combined $1.54B — down 5.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SMFG positions and 28 closed out — a net gain of 7 holders — while 82 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $28.7M. The largest seller was Bank of America, cutting an estimated $7.09M.

  • 231 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2018, up from 229 in Q1 2018.
  • Funds reported $1.54B of Sumitomo Mitsui Financial stock for Q2 2018, down 5.3% quarter-over-quarter.
  • 35 funds opened new Sumitomo Mitsui Financial positions in Q2 2018 and 28 closed out, a net change of +7 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2018 was Wells Fargo, an estimated $28.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2018 was Bank of America, an estimated $7.09M sold.

Based on aggregated 13F filings for Q2 2018.