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Sumitomo Mitsui Financial

170 hedge funds and large institutions have $519M invested in Sumitomo Mitsui Financial in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

0.34% less ownership

Funds ownership: 6.76%6.42% (-0.34%)

3% less funds holding

Funds holding: 176170 (-6)

10% less capital invested

Capital invested by funds: $575M → $519M (-$55.5M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

29% less call options, than puts

Call options by funds: $143K | Put options by funds: $200K

Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
59
Reduced
59
Closed
28
Calls
$143K
Puts
$200K
Net Calls
-$57K
Net Calls Change
+$5.91M
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
51
Old Mission Capital
Illinois
$661K -$48.3K -7,899 -6%
Two Sigma Investments
52
Two Sigma Investments
New York
$635K +$678K +110,947 New
RFC
53
Regions Financial Corp
Alabama
$628K +$22.5K +3,686 +3%
Allianz Asset Management
54
Allianz Asset Management
Germany
$621K
RFS
55
Rockefeller Financial Services
New York
$518K
FCH
56
Freestone Capital Holdings
Washington
$511K -$11.2K -1,833 -2%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$468K -$1.83K -300 -0.4%
LNWWM
58
Laird Norton Wetherby Wealth Management
California
$457K +$95.9K +15,690 +24%
BCM
59
BTC Capital Management
Iowa
$427K +$51.6K +8,442 +13%
M&T Bank
60
M&T Bank
New York
$354K -$14.5K -2,379 -4%
COI
61
Connable Office Inc
Michigan
$346K +$25.4K +4,158 +7%
LP
62
LMR Partners
United Kingdom
$343K +$366K +59,874 New
GC
63
Guggenheim Capital
Illinois
$335K -$2.03M -332,771 -85%
Geode Capital Management
64
Geode Capital Management
Massachusetts
$330K +$53.8K +8,808 +18%
HC
65
Henshaw Capital
Massachusetts
$306K
IWA
66
Intercontinental Wealth Advisors
Texas
$295K -$12.4K -2,029 -4%
BC
67
Brinker Capital
Pennsylvania
$293K +$90.6K +14,834 +41%
CSS
68
Cubist Systematic Strategies
Connecticut
$292K -$447K -73,207 -59%
SW
69
SVB Wealth
Massachusetts
$287K -$48.5K -7,939 -14%
LPL Financial
70
LPL Financial
California
$282K +$188K +30,703 +152%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$245K
BG
72
Bahl & Gaynor
Ohio
$244K +$10.9K +1,785 +4%
JIC
73
Johnson Investment Counsel
Ohio
$234K +$51.5K +8,437 +26%
FWCM
74
Ferguson Wellman Capital Management
Oregon
$232K
EAM
75
Eagle Asset Management
Florida
$230K

SMFG Hedge Fund Activity: Q2 2016 in Review

170 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2016, worth a combined $519M — down 9.7% from $575M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SMFG and 23 opened new positions — a net loss of 5 holders — while 59 trimmed existing stakes and 59 added.

The largest buyer was Jane Street, adding an estimated $9.1M. The largest seller was Morgan Stanley, cutting an estimated $28.2M.

  • 170 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2016, down from 176 in Q1 2016.
  • Funds reported $519M of Sumitomo Mitsui Financial stock for Q2 2016, down 9.7% quarter-over-quarter.
  • 23 funds opened new Sumitomo Mitsui Financial positions in Q2 2016 and 28 closed out, a net change of -5 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2016 was Jane Street, an estimated $9.1M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2016 was Morgan Stanley, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2016.