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Sumitomo Mitsui Financial

228 hedge funds and large institutions have $1.62B invested in Sumitomo Mitsui Financial in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 101 increasing their positions, 34 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 34

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

18% more funds holding

Funds holding: 194228 (+34)

15% more capital invested

Capital invested by funds: $1.41B → $1.62B (+$216M)

0.28% more ownership

Funds ownership: 12.9%13.18% (+0.28%)

Holders
228
Holders Change
+34
Holders Change %
+17.53%
% of All Funds
5.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
58
Increased
101
Reduced
34
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BUB
51
BBVA USA Bancshares
Texas
$2.33M +$520K +64,191 +31%
Two Sigma Advisers
52
Two Sigma Advisers
New York
$2.32M +$59.2K +7,300 +3%
Invesco
53
Invesco
Georgia
$1.67M +$58.1K +7,168 +4%
Renaissance Technologies
54
Renaissance Technologies
New York
$1.64M -$11.1M -1,366,400 -88%
GHAM
55
Gilman Hill Asset Management
Connecticut
$1.54M +$145K +17,850 +11%
MWNA
56
Marshall Wace North America
New York
$1.46M +$1.36M +167,683 New
OAM
57
Oppenheimer Asset Management
New York
$1.44M
PSUF
58
People's United Financial
Connecticut
$1.4M -$983K -121,346 -43%
BTS
59
BB&T Securities
Virginia
$1.34M +$66.9K +8,259 +6%
Dimensional Fund Advisors
60
Dimensional Fund Advisors
Texas
$1.25M +$89.1K +11,000 +8%
Citigroup
61
Citigroup
New York
$1.25M +$61.6K +7,607 +6%
FA
62
FDx Advisors
Illinois
$1.22M +$722K +89,035 +173%
NA
63
Neuburgh Advisers
California
$1.19M
JMPWA
64
JP Morgan Private Wealth Advisors
California
$1.18M +$59.4K +7,329 +6%
USAA
65
United Services Automobile Association
Texas
$1.15M +$13K +1,606 +1%
WAM
66
Wolverine Asset Management
Illinois
$1.09M +$1.01M +125,000 New
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$1.07M +$2.44K +301 +0.2%
IB
68
Intrust Bank
Kansas
$1.03M +$20.1K +2,482 +2%
HC
69
Henshaw Capital
Massachusetts
$1.03M -$1.48K -183 -0.2%
GC
70
Gratry & Company
Ohio
$1.02M +$83.9K +10,350 +10%
FCM
71
Flinton Capital Management
Pennsylvania
$977K
LNWWM
72
Laird Norton Wetherby Wealth Management
California
$946K +$5.69K +702 +0.6%
AIA
73
Avalon Investment & Advisory
Texas
$906K +$25.6K +3,160 +3%
GT
74
Greenleaf Trust
Michigan
$906K +$181K +22,305 +27%
Deutsche Bank
75
Deutsche Bank
Germany
$845K -$6.61M -815,783 -89%

SMFG Hedge Fund Activity: Q4 2017 in Review

228 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2017, worth a combined $1.62B — up 15% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SMFG positions and 22 closed out — a net gain of 36 holders — while 101 added to existing stakes and 34 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $17.4M. The largest seller was Bank of America, cutting an estimated $38.1M.

  • 228 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2017, up from 194 in Q3 2017.
  • Funds reported $1.62B of Sumitomo Mitsui Financial stock for Q4 2017, up 15% quarter-over-quarter.
  • 58 funds opened new Sumitomo Mitsui Financial positions in Q4 2017 and 22 closed out, a net change of +36 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2017 was Fisher Asset Management, an estimated $17.4M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2017 was Bank of America, an estimated $38.1M sold.

Based on aggregated 13F filings for Q4 2017.