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Sumitomo Mitsui Financial
SMFG

194 hedge funds and large institutions have $1.32B invested in Sumitomo Mitsui Financial in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more capital invested

Capital invested by funds: $658M → $1.32B (+$665M)

88% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 42

68% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 25

8% more funds holding

Funds holding: 179 → 194 (+15)

5.49% more ownership

Funds ownership: 6.41% → 11.9% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
194
Holders Change
+15
Holders Change %
+8.38%
% of All Funds
4.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
42
Increased
79
Reduced
42
Closed
25
Calls
$83K
Puts
–
Net Calls
+$83K
Net Calls Change
+$83K

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$364M
2
CI
Cambiar Investors
Colorado
+$173M
3
Bank of America
Bank of America
North Carolina
+$33.5M
4
Wells Fargo
Wells Fargo
California
+$14.5M
5
Northern Trust
Northern Trust
Illinois
+$11.6M

Top Sellers

Rank Fund Capital Flow
1
NMC
Nine Masts Capital
Hong Kong
-$32.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$24M
3
JG
Jefferies Group
New York
-$8.88M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.06M
5
CGT
Capital Guardian Trust
California
-$5.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
51
BB&T Securities
Virginia
$1.16M +$869K +116,922 +381%
GHAM
52
Gilman Hill Asset Management
Connecticut
$1.16M +$87.7K +11,805 +9%
Truist Financial
53
Truist Financial
North Carolina
$1.15M +$361K +48,597 +50%
NA
54
Neuburgh Advisers
California
$1.07M – – –
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$1.05M – – –
USAA
56
United Services Automobile Association
Texas
$1.03M +$975K +131,248 New
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$995K -$572 -77 -0.1%
Citigroup
58
Citigroup
New York
$971K +$1.27K +171 +0.1%
OAM
59
Oppenheimer Asset Management
New York
$965K +$204K +27,509 +29%
HC
60
Henshaw Capital
Massachusetts
$933K +$484K +65,119 +122%
FCM
61
Flinton Capital Management
Pennsylvania
$883K – – –
GC
62
Gratry & Company
Ohio
$879K -$26.2K -3,530 -3%
LNWWM
63
Laird Norton Wetherby Wealth Management
California
$832K +$19.2K +2,578 +2%
TC
64
Telemus Capital
Michigan
$785K +$742K +99,814 New
GT
65
Greenleaf Trust
Michigan
$745K +$229K +30,760 +48%
JMPWA
66
JP Morgan Private Wealth Advisors
California
$711K +$297K +39,937 +79%
FCH
67
Freestone Capital Holdings
Washington
$700K +$41.1K +5,533 +7%
TAM
68
Tyers Asset Management
Texas
$694K – – –
VKH
69
Virtu KCG Holdings
New York
$634K +$599K +80,598 New
RCM
70
Riverhead Capital Management
Delaware
$557K – – –
WI
71
WrapManager Inc
California
$543K +$513K +69,085 New
JIC
72
Johnson Investment Counsel
Ohio
$522K +$189K +25,500 +62%
GHCM
73
Glen Harbor Capital Management
California
$505K – – –
Geode Capital Management
74
Geode Capital Management
Massachusetts
$499K +$221K +29,716 +88%
FA
75
FDx Advisors
Illinois
$489K +$463K +62,264 New
1 2
3
4 5

SMFG Hedge Fund Activity: Q2 2017 in Review

194 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2017, worth a combined $1.32B — up 101% from $658M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SMFG positions and 25 closed out — a net gain of 17 holders — while 79 added to existing stakes and 42 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $364M. The largest seller was Nine Masts Capital, cutting an estimated $32.1M.

  • 194 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2017, up from 179 in Q1 2017.
  • Funds reported $1.32B of Sumitomo Mitsui Financial stock for Q2 2017, up 101% quarter-over-quarter.
  • 42 funds opened new Sumitomo Mitsui Financial positions in Q2 2017 and 25 closed out, a net change of +17 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2017 was Fisher Asset Management, an estimated $364M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2017 was Nine Masts Capital, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2017.