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Sumitomo Mitsui Financial

167 hedge funds and large institutions have $1.17B invested in Sumitomo Mitsui Financial in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 32

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $960M → $1.17B (+$211M)

9% more funds holding

Funds holding: 153167 (+14)

1.33% more ownership

Funds ownership: 9.26%10.58% (+1.3%)

99% less call options, than puts

Call options by funds: $23K | Put options by funds: $3.41M

Holders
167
Holders Change
+14
Holders Change %
+9.15%
% of All Funds
4.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
79
Reduced
32
Closed
18
Calls
$23K
Puts
$3.41M
Net Calls
-$3.39M
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$1.62M +$63.4K +8,483 +4%
BUB
52
BBVA USA Bancshares
Texas
$1.33M +$142K +18,932 +12%
Citigroup
53
Citigroup
New York
$1.3M -$7.38M -986,898 -85%
IB
54
Intrust Bank
Kansas
$1.11M +$251K +33,561 +31%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$1.02M
RBC
56
Ronald Blue & Co
Georgia
$994K +$54.5K +7,290 +6%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$795K -$16.1K -2,158 -2%
Two Sigma Investments
58
Two Sigma Investments
New York
$774K -$8.93M -1,194,293 -92%
SAM
59
Symphony Asset Management
California
$738K +$713K +95,321 New
USAA
60
United Services Automobile Association
Texas
$718K +$172K +23,039 +33%
WIS
61
Wright Investors Service
Connecticut
$691K -$1.91K -255 -0.3%
COI
62
Connable Office Inc
Michigan
$635K
AllianceBernstein
63
AllianceBernstein
Tennessee
$619K -$16.4K -2,197 -3%
VKH
64
Virtu KCG Holdings
New York
$617K -$443K -59,303 -43%
Geode Capital Management
65
Geode Capital Management
Massachusetts
$601K +$111K +14,791 +24%
GVT
66
Genesee Valley Trust
New York
$590K +$235K +31,481 +70%
LNWWM
67
Laird Norton Wetherby Wealth Management
California
$589K +$24.6K +3,290 +5%
Creative Planning
68
Creative Planning
Kansas
$579K +$540K +72,169 +2,774%
SEI Investments
69
SEI Investments
Pennsylvania
$566K +$230K +30,795 +72%
PG
70
PEAK6 Group
Illinois
$543K +$3.01K +402 +0.6%
GT
71
Glenmede Trust
Pennsylvania
$538K -$11K -1,475 -2%
CPP
72
Crow Point Partners
Massachusetts
$481K +$465K +62,200 New
GC
73
Guggenheim Capital
Illinois
$471K +$98.7K +13,204 +28%
Fisher Asset Management
74
Fisher Asset Management
Washington
$452K +$1.76K +236 +0.4%
SIC
75
Schwartz Investment Counsel
Michigan
$449K +$434K +58,000 New

SMFG Hedge Fund Activity: Q1 2015 in Review

167 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2015, worth a combined $1.17B — up 22% from $960M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SMFG positions and 18 closed out — a net gain of 15 holders — while 79 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.6M. The largest seller was Two Sigma Investments, cutting an estimated $8.93M.

  • 167 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2015, up from 153 in Q4 2014.
  • Funds reported $1.17B of Sumitomo Mitsui Financial stock for Q1 2015, up 22% quarter-over-quarter.
  • 33 funds opened new Sumitomo Mitsui Financial positions in Q1 2015 and 18 closed out, a net change of +15 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2015 was Morgan Stanley, an estimated $37.6M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2015 was Two Sigma Investments, an estimated $8.93M sold.

Based on aggregated 13F filings for Q1 2015.