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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

235 hedge funds and large institutions have $1.53B invested in Sumitomo Mitsui Financial in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+5
Holders Change %
+2.17%
% of All Funds
5.38%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
36
Increased
90
Reduced
76
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CI
1
Cowen Inc
New York
$15.2M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$477M
3
LP
3
LMR Partners
United Kingdom
$6.41M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$8.18M
5
AG
5
Aperio Group
California
$37M

Top Sellers

1
CI
1
Cambiar Investors
Colorado
$148M
2
Bank of America
2
Bank of America
North Carolina
$127M
3
OAG
3
Orbis Allan Gray
Bermuda
$2.98M
4
SEI Investments
4
SEI Investments
Pennsylvania
$2.05M
5
Wells Fargo
5
Wells Fargo
California
$63.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$1.76M -$792K -98,563 -31%
GHAM
52
Gilman Hill Asset Management
Connecticut
$1.76M +$147K +18,330 +9%
Renaissance Technologies
53
Renaissance Technologies
New York
$1.57M +$497K +61,844 +46%
Citigroup
54
Citigroup
New York
$1.53M +$72K +8,965 +5%
WAM
55
World Asset Management
Michigan
$1.44M -$264K -32,818 -15%
GT
56
Greenleaf Trust
Michigan
$1.42M +$383K +47,667 +37%
CIM
57
Confluence Investment Management
Missouri
$1.4M -$155K -19,261 -10%
BTS
58
BB&T Securities
Virginia
$1.38M -$47.9K -5,972 -3%
Dimensional Fund Advisors
59
Dimensional Fund Advisors
Texas
$1.32M +$192K +23,900 +17%
OAM
60
Oppenheimer Asset Management
New York
$1.29M -$38.1K -4,749 -3%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$1.18M -$230K -28,637 -16%
AIA
62
Avalon Investment & Advisory
Texas
$1.18M +$141K +17,492 +14%
PSUF
63
People's United Financial
Connecticut
$1.15M -$244K -30,415 -17%
NA
64
Neuburgh Advisers
California
$1.1M – – –
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$993K +$5.7K +710 +0.6%
FCH
66
Freestone Capital Holdings
Washington
$991K +$144K +17,971 +17%
LNWWM
67
Laird Norton Wetherby Wealth Management
California
$942K +$81.4K +10,145 +9%
LFAS
68
Level Four Advisory Services
Texas
$937K +$257K +31,978 +38%
FCM
69
Flinton Capital Management
Pennsylvania
$902K – – –
IB
70
Intrust Bank
Kansas
$813K -$150K -18,717 -16%
USAA
71
United Services Automobile Association
Texas
$752K -$259K -32,201 -26%
TAM
72
Tyers Asset Management
Texas
$709K – – –
VCA
73
Verdence Capital Advisors
Maryland
$707K -$12.3K -1,531 -2%
AG
74
Advisor Group
Arizona
$706K +$174K +21,670 +33%
AP
75
Advisor Partners
California
$671K +$93.1K +11,597 +16%
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