Sumitomo Mitsui Financial
SMFG
197 hedge funds and large institutions have $1.16B invested in Sumitomo Mitsui Financial in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 25 closing their positions.
40% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 25
33% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 55
4% more funds holding
Funds holding: 189 → 197 (+8)
0.08% less ownership
Funds ownership: 10.91% → 10.83% (-0.08%)
2% less capital invested
Capital invested by funds: $1.18B → $1.16B (-$19M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
98% less call options, than puts
Call options by funds: $138K | Put options by funds: $7.52M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
+$24.8M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$5.55M |
| 3 |
FGP
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
+$3.48M |
| 4 |
Two Sigma Investments
New York
|
+$2.12M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$16.7M |
| 2 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
-$8.93M |
| 3 |
MCM
Moore Capital Management
New York
|
-$6.46M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$5.47M |
| 5 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
-$4.15M |
SMFG Hedge Fund Activity: Q4 2015 in Review
197 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2015, worth a combined $1.16B — down 1.6% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SMFG positions and 25 closed out — a net gain of 10 holders — while 73 added to existing stakes and 55 trimmed.
The largest buyer was Cambiar Investors, adding an estimated $24.8M. The largest seller was Morgan Stanley, cutting an estimated $16.7M.
- 197 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2015, up from 189 in Q3 2015.
- Funds reported $1.16B of Sumitomo Mitsui Financial stock for Q4 2015, down 1.6% quarter-over-quarter.
- 35 funds opened new Sumitomo Mitsui Financial positions in Q4 2015 and 25 closed out, a net change of +10 holders.
- The largest Sumitomo Mitsui Financial buyer in Q4 2015 was Cambiar Investors, an estimated $24.8M added.
- The largest Sumitomo Mitsui Financial seller in Q4 2015 was Morgan Stanley, an estimated $16.7M sold.
Based on aggregated 13F filings for Q4 2015.