Sumitomo Mitsui Financial
SMFG
158 hedge funds and large institutions have $1.16B invested in Sumitomo Mitsui Financial in 2013 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 28 reducing their positions, and 20 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
132% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 28
90% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 20
21% more capital invested
Capital invested by funds: $959M → $1.16B (+$201M)
12% more funds holding
Funds holding: 141 → 158 (+17)
0.67% more ownership
Funds ownership: 6.98% → 7.64% (+0.67%)
98% less call options, than puts
Call options by funds: $5K | Put options by funds: $246K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$47.7M |
| 2 |
CI
Cambiar Investors
Denver,
Colorado
|
+$26.7M |
| 3 |
Neuberger Berman Group
New York
|
+$14.6M |
| 4 |
SC
Seawolf Capital
New York
|
+$12.3M |
| 5 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$7.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$40.6M |
| 2 |
CCM
Cobalt Capital Management
Short Hills,
New Jersey
|
-$13.4M |
| 3 |
AG
Aperio Group
Sausalito,
California
|
-$11M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$7.14M |
| 5 |
IG
ING Group
Amsterdam,
Netherlands
|
-$6.78M |
SMFG Hedge Fund Activity: Q4 2013 in Review
158 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2013, worth a combined $1.16B — up 21% from $959M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SMFG positions and 20 closed out — a net gain of 18 holders — while 65 added to existing stakes and 28 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $47.7M. The largest seller was Brandes Investment Partners, exiting entirely with an estimated $40.6M sold.
- 158 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2013, up from 141 in Q3 2013.
- Funds reported $1.16B of Sumitomo Mitsui Financial stock for Q4 2013, up 21% quarter-over-quarter.
- 38 funds opened new Sumitomo Mitsui Financial positions in Q4 2013 and 20 closed out, a net change of +18 holders.
- The largest Sumitomo Mitsui Financial buyer in Q4 2013 was Morgan Stanley, an estimated $47.7M added.
- The largest Sumitomo Mitsui Financial seller in Q4 2013 was Brandes Investment Partners, an estimated $40.6M sold.
Based on aggregated 13F filings for Q4 2013.