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Sumitomo Mitsui Financial

231 hedge funds and large institutions have $1.54B invested in Sumitomo Mitsui Financial in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 67

1% more funds holding

Funds holding: 229231 (+2)

0.48% more ownership

Funds ownership: 13.53%14.01% (+0.48%)

5% less capital invested

Capital invested by funds: $1.63B → $1.54B (-$87M)

Holders
231
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
5.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
82
Reduced
67
Closed
28
Calls
$1.11M
Puts
Net Calls
+$1.11M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
NMC
51
Nine Masts Capital
Hong Kong
$1.59M +$1.59M +191,792 +1,532%
GHAM
52
Gilman Hill Asset Management
Connecticut
$1.56M +$46.9K +5,645 +3%
CIM
53
Confluence Investment Management
Missouri
$1.51M +$1.61M +193,790 New
Citigroup
54
Citigroup
New York
$1.41M +$172K +20,692 +13%
BTS
55
BB&T Securities
Virginia
$1.39M +$87.1K +10,482 +6%
JMPWA
56
JP Morgan Private Wealth Advisors
California
$1.37M +$64.9K +7,810 +5%
PSUF
57
People's United Financial
Connecticut
$1.35M +$168K +20,273 +13%
OAM
58
Oppenheimer Asset Management
New York
$1.29M +$135K +16,212 +11%
HCM
59
Highbridge Capital Management
New York
$1.17M +$1.25M +150,000 New
Dimensional Fund Advisors
60
Dimensional Fund Advisors
Texas
$1.09M
NA
61
Neuburgh Advisers
California
$1.06M
Renaissance Technologies
62
Renaissance Technologies
New York
$1.04M -$1.32M -159,100 -54%
AIA
63
Avalon Investment & Advisory
Texas
$1M +$18.9K +2,274 +2%
GT
64
Greenleaf Trust
Michigan
$1M +$182K +21,855 +20%
USAA
65
United Services Automobile Association
Texas
$978K +$27.5K +3,315 +3%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$956K +$2.05K +247 +0.2%
IB
67
Intrust Bank
Kansas
$932K +$74.8K +9,001 +8%
HC
68
Henshaw Capital
Massachusetts
$921K
FCM
69
Flinton Capital Management
Pennsylvania
$873K
LNWWM
70
Laird Norton Wetherby Wealth Management
California
$833K -$26.2K -3,152 -3%
FCH
71
Freestone Capital Holdings
Washington
$819K +$63.5K +7,647 +8%
VCA
72
Verdence Capital Advisors
Maryland
$696K -$47.4K -5,707 -6%
TAM
73
Tyers Asset Management
Texas
$686K
LFAS
74
Level Four Advisory Services
Texas
$658K +$11.5K +1,386 +2%
TC
75
Telemus Capital
Michigan
$582K +$12.1K +1,459 +2%

SMFG Hedge Fund Activity: Q2 2018 in Review

231 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2018, worth a combined $1.54B — down 5.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SMFG positions and 28 closed out — a net gain of 7 holders — while 82 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $28.7M. The largest seller was Bank of America, cutting an estimated $7.09M.

  • 231 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2018, up from 229 in Q1 2018.
  • Funds reported $1.54B of Sumitomo Mitsui Financial stock for Q2 2018, down 5.3% quarter-over-quarter.
  • 35 funds opened new Sumitomo Mitsui Financial positions in Q2 2018 and 28 closed out, a net change of +7 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2018 was Wells Fargo, an estimated $28.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2018 was Bank of America, an estimated $7.09M sold.

Based on aggregated 13F filings for Q2 2018.