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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

193 hedge funds and large institutions have $1.41B invested in Sumitomo Mitsui Financial in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
4.82%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
83
Reduced
49
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$193M
2
Fisher Asset Management
Fisher Asset Management
Washington
$392M
3
CI
Cambiar Investors
Colorado
$191M
4
PPA
Parametric Portfolio Associates
Washington
$46.5M
5
CCM
Causeway Capital Management
California
$16.4M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$2.04M
2
NMC
Nine Masts Capital
Hong Kong
$3.31M
3
Two Sigma Investments
Two Sigma Investments
New York
$2.34M
4
Millennium Management
Millennium Management
New York
$0
5
UCFA
United Capital Financial Advisors
Texas
$228K
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
51
Oppenheimer Asset Management
New York
$1.44M +$490K +63,507 +52%
Invesco
52
Invesco
Georgia
$1.42M -$26.4K -3,424 -2%
GHAM
53
Gilman Hill Asset Management
Connecticut
$1.23M +$90K +11,675 +8%
BTS
54
BB&T Securities
Virginia
$1.12M -$14.7K -1,904 -1%
Citigroup
55
Citigroup
New York
$1.05M +$101K +13,133 +11%
NA
56
Neuburgh Advisers
California
$1.05M – – –
Dimensional Fund Advisors
57
Dimensional Fund Advisors
Texas
$1.03M -$2.12K -275 -0.2%
USAA
58
United Services Automobile Association
Texas
$1.01M -$3.84K -498 -0.4%
JPMPWA
59
J.P. Morgan Private Wealth Advisors
California
$990K +$293K +37,984 +42%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$949K -$27.1K -3,519 -3%
IB
61
Intrust Bank
Kansas
$899K +$544K +70,504 +153%
FCM
62
Flinton Capital Management
Pennsylvania
$866K – – –
LNWWM
63
Laird Norton Wetherby Wealth Management
California
$834K +$17.3K +2,245 +2%
GC
64
Gratry & Company
Ohio
$822K -$41.1K -5,326 -5%
AIA
65
Avalon Investment & Advisory
Texas
$780K +$313K +40,649 +67%
FCH
66
Freestone Capital Holdings
Washington
$714K +$27.8K +3,608 +4%
Creative Planning
67
Creative Planning
Kansas
$693K +$609K +78,962 +725%
TAM
68
Tyers Asset Management
Texas
$681K – – –
LFAS
69
Level Four Advisory Services
Texas
$677K +$468K +60,719 +224%
GT
70
Greenleaf Trust
Michigan
$632K -$99.2K -12,865 -14%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$565K +$106K +13,751 +23%
RCM
72
Riverhead Capital Management
Delaware
$546K – – –
WI
73
WrapManager Inc
California
$538K +$5.56K +721 +1%
JIC
74
Johnson Investment Counsel
Ohio
$512K – – –
TC
75
Telemus Capital
Michigan
$511K -$259K -33,586 -34%
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