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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

162 hedge funds and large institutions have $972M invested in Sumitomo Mitsui Financial in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+4
Holders Change %
+2.53%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
25
Increased
63
Reduced
46
Closed
20
Calls
$4.59M
Puts
$49.2B
Net Calls
-$49.2B
Net Calls Change
-$49.2B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$130M
2
CI
2
Cambiar Investors
Colorado
$38.7M
3
AG
3
Aperio Group
California
$11M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$101M
5
CGT
5
Capital Guardian Trust
California
$11.8M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$160K
2
SC
2
Seawolf Capital
New York
$0
3
AIM
3
abrdn Investment Management
United Kingdom
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$0
5
FWCM
5
Ferguson Wellman Capital Management
Oregon
$944K
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$1.16M +$33.7K +3,900 +3%
EVM
52
Eaton Vance Management
Massachusetts
$1.04M -$99.7K -11,531 -9%
HCMT
53
Highland Capital Management (Texas)
Texas
$989K +$989K +20,700 New
FWCM
54
Ferguson Wellman Capital Management
Oregon
$944K -$6.44M -745,107 -87%
RBC
55
Ronald Blue & Co
Georgia
$918K +$61.4K +7,094 +7%
AllianceBernstein
56
AllianceBernstein
Tennessee
$917K +$159K +18,353 +21%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$907K -$28.5K -3,300 -3%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$902K +$260K +30,066 +41%
UCFA
59
United Capital Financial Advisors
Texas
$870K +$184K +21,282 +27%
AT
60
Arden Trust
Delaware
$818K -$28.8K -3,322 -3%
COI
61
Connable Office Inc
Michigan
$818K – – –
GC
62
Guggenheim Capital
Illinois
$680K -$270K -31,246 -28%
AI
63
Atria Investments
North Carolina
$658K +$79.6K +9,194 +14%
Citigroup
64
Citigroup
New York
$628K -$8.77K -1,013 -1%
LNWWM
65
Laird Norton Wetherby Wealth Management
California
$586K -$26.2K -3,030 -4%
SCM
66
Sterling Capital Management
North Carolina
$586K +$92.1K +10,658 +19%
Geode Capital Management
67
Geode Capital Management
Massachusetts
$572K -$358K -41,466 -39%
BUB
68
BBVA USA Bancshares
Texas
$542K +$178K +20,542 +49%
DC
69
Deere & Company
Illinois
$525K -$33.4K -3,866 -6%
HJGA
70
Hardman Johnston Global Advisors
Connecticut
$520K -$43K -4,970 -8%
SCM
71
Stevens Capital Management
Pennsylvania
$465K +$465K +53,778 New
IB
72
Intrust Bank
Kansas
$452K +$145K +16,731 +47%
USAA
73
United Services Automobile Association
Texas
$420K +$171K +19,797 +69%
AIA
74
Avalon Investment & Advisory
Texas
$415K +$114K +13,202 +38%
CPP
75
Crow Point Partners
Massachusetts
$404K +$404K +46,715 New
1 2
3
4 5