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Sumitomo Mitsui Financial

230 hedge funds and large institutions have $1.63B invested in Sumitomo Mitsui Financial in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

0% more funds holding

Funds holding: 229230 (+1)

0.36% more ownership

Funds ownership: 13.18%13.53% (+0.36%)

0% more capital invested

Capital invested by funds: $1.62B → $1.63B (+$4.25M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
100
Reduced
59
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
51
Capital Bank & Trust
California
$2.36M +$19.2K +2,144 +0.8%
Invesco
52
Invesco
Georgia
$1.97M +$355K +39,760 +21%
GC
53
Gratry & Company
Ohio
$1.85M +$896K +100,310 +86%
GHAM
54
Gilman Hill Asset Management
Connecticut
$1.66M +$164K +18,400 +10%
Two Sigma Investments
55
Two Sigma Investments
New York
$1.44M -$2.63M -293,944 -63%
JMPWA
56
JP Morgan Private Wealth Advisors
California
$1.43M +$290K +32,448 +24%
BTS
57
BB&T Securities
Virginia
$1.43M +$125K +14,011 +9%
Citadel Advisors
58
Citadel Advisors
Florida
$1.41M +$1.48M +165,588 New
Citigroup
59
Citigroup
New York
$1.36M +$146K +16,312 +11%
PSUF
60
People's United Financial
Connecticut
$1.31M -$61.6K -6,897 -4%
WAM
61
Wolverine Asset Management
Illinois
$1.27M +$223K +25,000 +20%
OAM
62
Oppenheimer Asset Management
New York
$1.27M -$328K -36,746 -20%
Dimensional Fund Advisors
63
Dimensional Fund Advisors
Texas
$1.19M -$34K -3,800 -3%
NA
64
Neuburgh Advisers
California
$1.16M
Jane Street
65
Jane Street
New York
$1.13M +$1.07M +119,460 +891%
AIA
66
Avalon Investment & Advisory
Texas
$1.08M +$203K +22,691 +22%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$1.04M -$5.74K -642 -0.5%
USAA
68
United Services Automobile Association
Texas
$1.04M -$87.6K -9,807 -7%
HC
69
Henshaw Capital
Massachusetts
$1.01M
FA
70
FDx Advisors
Illinois
$985K -$219K -24,533 -17%
FCM
71
Flinton Capital Management
Pennsylvania
$955K
IB
72
Intrust Bank
Kansas
$943K -$72.6K -8,129 -7%
LNWWM
73
Laird Norton Wetherby Wealth Management
California
$938K +$13.7K +1,530 +1%
GT
74
Greenleaf Trust
Michigan
$913K +$28.3K +3,170 +3%
FCH
75
Freestone Capital Holdings
Washington
$831K +$20.2K +2,257 +2%

SMFG Hedge Fund Activity: Q1 2018 in Review

230 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2018, worth a combined $1.63B — up 0.26% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SMFG positions and 27 closed out — a net gain of 3 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $21.7M. The largest seller was Natixis Advisors, cutting an estimated $9.32M.

  • 230 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2018, up from 229 in Q4 2017.
  • Funds reported $1.63B of Sumitomo Mitsui Financial stock for Q1 2018, up 0.26% quarter-over-quarter.
  • 30 funds opened new Sumitomo Mitsui Financial positions in Q1 2018 and 27 closed out, a net change of +3 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2018 was Fisher Asset Management, an estimated $21.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2018 was Natixis Advisors, an estimated $9.32M sold.

Based on aggregated 13F filings for Q1 2018.