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Sumitomo Mitsui Financial
SMFG

236 hedge funds and large institutions have $1.53B invested in Sumitomo Mitsui Financial in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

17% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 77

2% more funds holding

Funds holding: 231 → 236 (+5)

0.37% less ownership

Funds ownership: 14.01% → 13.64% (-0.37%)

0% less capital invested

Capital invested by funds: $1.54B → $1.53B (-$7.18M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
236
Holders Change
+5
Holders Change %
+2.16%
% of All Funds
5.4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
36
Increased
90
Reduced
77
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CI
Cowen Inc
New York
+$15M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$13M
3
LP
LMR Partners
United Kingdom
+$6.28M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$5.38M
5
AG
Aperio Group
California
+$3.05M

Top Sellers

Rank Fund Capital Flow
1
CI
Cambiar Investors
Colorado
-$65.1M
2
Bank of America
Bank of America
North Carolina
-$21.7M
3
OAG
Orbis Allan Gray
Bermuda
-$6.92M
4
SEI Investments
SEI Investments
Pennsylvania
-$5.18M
5
Wells Fargo
Wells Fargo
California
-$4.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
26
Ferguson Wellman Capital Management
Oregon
$6.78M +$382K +48,287 +6%
WAM
27
Wolverine Asset Management
Illinois
$6.42M +$1.19M +150,000 +23%
LP
28
LMR Partners
United Kingdom
$6.41M +$6.28M +794,640 New
US Bancorp
29
US Bancorp
Minnesota
$6.25M +$474K +59,993 +8%
William Blair & Company
30
William Blair & Company
Illinois
$5.87M +$1.12M +141,556 +24%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$5.41M +$100K +12,713 +2%
Stifel Financial
32
Stifel Financial
Missouri
$5.32M -$1.18K -149 -0%
Ameriprise
33
Ameriprise
Minnesota
$5.26M +$435K +55,030 +9%
SB
34
Suntrust Banks
Georgia
$5.24M -$421K -53,255 -8%
NMC
35
Nine Masts Capital
Hong Kong
$4.47M +$2.76M +349,015 +171%
ECM
36
ETrade Capital Management
Virginia
$4.33M +$75.6K +9,564 +2%
UBS Group
37
UBS Group
Switzerland
$4.17M -$273K -34,562 -6%
Comerica Bank
38
Comerica Bank
Texas
$3.66M +$172K +21,737 +5%
Truist Financial
39
Truist Financial
North Carolina
$3.57M -$317K -40,106 -8%
M&T Bank
40
M&T Bank
New York
$3.45M -$343K -43,427 -9%
BC
41
Brinker Capital
Pennsylvania
$3.28M +$138K +17,433 +4%
OAG
42
Orbis Allan Gray
Bermuda
$2.98M -$6.92M -875,113 -70%
ECM
43
Evergreen Capital Management
Washington
$2.55M -$20.4K -2,580 -0.8%
AAM
44
Advisors Asset Management
Colorado
$2.52M -$94.4K -11,948 -4%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$2.5M -$258K -32,700 -9%
BUB
46
BBVA USA Bancshares
Texas
$2.47M -$335K -42,403 -12%
ACC
47
Accident Compensation Corp
New Zealand
$2.44M +$110K +13,958 +5%
SEI Investments
48
SEI Investments
Pennsylvania
$2.05M -$5.18M -655,282 -72%
Invesco
49
Invesco
Georgia
$1.99M +$54.3K +6,864 +3%
RFC
50
Regions Financial Corp
Alabama
$1.83M +$23.4K +2,961 +1%
1
2
3 4 5

SMFG Hedge Fund Activity: Q3 2018 in Review

236 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2018, worth a combined $1.53B — down 0.47% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SMFG positions and 30 closed out — a net gain of 6 holders — while 90 added to existing stakes and 77 trimmed.

The largest buyer was Cowen Inc, opening a new position worth an estimated $15M. The largest seller was Cambiar Investors, cutting an estimated $65.1M.

  • 236 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2018, up from 231 in Q2 2018.
  • Funds reported $1.53B of Sumitomo Mitsui Financial stock for Q3 2018, down 0.47% quarter-over-quarter.
  • 36 funds opened new Sumitomo Mitsui Financial positions in Q3 2018 and 30 closed out, a net change of +6 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2018 was Cowen Inc, an estimated $15M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2018 was Cambiar Investors, an estimated $65.1M sold.

Based on aggregated 13F filings for Q3 2018.