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Sumitomo Mitsui Financial
SMFG

179 hedge funds and large institutions have $658M invested in Sumitomo Mitsui Financial in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 6.38% → 6.41% (+0.03%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

5% less capital invested

Capital invested by funds: $689M → $658M (-$31.8M)

8% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 65

2% less funds holding

Funds holding: 182 → 179 (-3)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
60
Reduced
65
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$18.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$18.3M
3
PPA
Parametric Portfolio Associates
Washington
+$4.82M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.48M
5
William Blair & Company
William Blair & Company
Illinois
+$3.12M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$18.8M
2
NMC
Nine Masts Capital
Hong Kong
-$8.26M
3
WT
Wellcome Trust
United Kingdom
-$7.64M
4
Renaissance Technologies
Renaissance Technologies
New York
-$5.76M
5
Northern Trust
Northern Trust
Illinois
-$4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
51
Jane Street
New York
$947K +$1.01M +130,615 New
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$919K +$45.5K +5,862 +5%
Citigroup
53
Citigroup
New York
$894K -$57.7K -7,435 -6%
GC
54
Gratry & Company
Ohio
$837K -$1.01M -129,665 -53%
FCM
55
Flinton Capital Management
Pennsylvania
$815K – – –
LNWWM
56
Laird Norton Wetherby Wealth Management
California
$748K +$45K +5,800 +6%
Truist Financial
57
Truist Financial
North Carolina
$707K -$202K -26,027 -21%
OAM
58
Oppenheimer Asset Management
New York
$690K +$739K +95,214 New
Deutsche Bank
59
Deutsche Bank
Germany
$683K +$102K +13,141 +16%
TAM
60
Tyers Asset Management
Texas
$640K – – –
FCH
61
Freestone Capital Holdings
Washington
$605K -$10.9K -1,405 -2%
RFC
62
Regions Financial Corp
Alabama
$597K -$2.82K -363 -0.4%
WIS
63
Wright Investors Service
Connecticut
$581K +$238K +30,655 +62%
AIA
64
Avalon Investment & Advisory
Texas
$568K -$61.5K -7,925 -9%
M&T Bank
65
M&T Bank
New York
$532K -$79.9K -10,287 -12%
RCM
66
Riverhead Capital Management
Delaware
$513K – – –
GT
67
Glenmede Trust
Pennsylvania
$475K -$274K -35,310 -35%
GHCM
68
Glen Harbor Capital Management
California
$466K – – –
GT
69
Greenleaf Trust
Michigan
$464K +$332K +42,750 +201%
State Street
70
State Street
Massachusetts
$447K +$480K +61,764 New
COI
71
Connable Office Inc
Michigan
$439K -$470K -60,535 -50%
SCM
72
Stevens Capital Management
Pennsylvania
$412K +$442K +56,893 New
BCM
73
BTC Capital Management
Iowa
$403K +$14.8K +1,909 +4%
LPL Financial
74
LPL Financial
California
$389K +$7.92K +1,020 +2%
HC
75
Henshaw Capital
Massachusetts
$388K – – –
1 2
3
4 5

SMFG Hedge Fund Activity: Q1 2017 in Review

179 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2017, worth a combined $658M — down 4.6% from $689M a quarter earlier.

Fund positioning in SMFG was balanced in Q1 2017: 24 funds opened new positions, 24 closed out, 60 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $18.5M. The largest seller was JP Morgan Chase, cutting an estimated $18.8M.

  • 179 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2017, down from 182 in Q4 2016.
  • Funds reported $658M of Sumitomo Mitsui Financial stock for Q1 2017, down 4.6% quarter-over-quarter.
  • 24 funds opened new Sumitomo Mitsui Financial positions in Q1 2017 and 24 closed out, a net change of 0 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2017 was Bank of America, an estimated $18.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2017 was JP Morgan Chase, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2017.