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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

253 hedge funds and large institutions have $1.38B invested in Sumitomo Mitsui Financial in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+6
Holders Change %
+2.43%
% of All Funds
5.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
123
Reduced
60
Closed
29
Calls
$8K
Puts
$467K
Net Calls
-$459K
Net Calls Change
-$459K

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$16.2M
2
Bank of America
Bank of America
North Carolina
+$15.7M
3
CI
Cambiar Investors
Colorado
+$13.6M
4
Renaissance Technologies
Renaissance Technologies
New York
+$7.49M
5
Lazard Asset Management
Lazard Asset Management
New York
+$7.13M

Top Sellers

1
LP
LMR Partners
United Kingdom
-$23.9M
2
NMC
Nine Masts Capital
Hong Kong
-$11.7M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$11.3M
4
Marshall Wace
Marshall Wace
United Kingdom
-$6.24M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$5.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
51
Avalon Investment & Advisory
Texas
$1.42M +$89.6K +12,744 +7%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$1.39M +$1.39M +198,307 New
RFC
53
Regions Financial Corp
Alabama
$1.28M -$248K -35,313 -16%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$1.26M +$403K +57,309 +47%
OAM
55
Oppenheimer Asset Management
New York
$1.24M +$143K +20,292 +13%
BUB
56
BBVA USA Bancshares
Texas
$1.14M -$250K -35,572 -18%
Dimensional Fund Advisors
57
Dimensional Fund Advisors
Texas
$1.14M +$20.4K +2,900 +2%
BTS
58
BB&T Securities
Virginia
$1.12M +$63.7K +9,070 +6%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$1.04M -$5.1M -725,225 -83%
CIM
60
Confluence Investment Management
Missouri
$1.01M -$92.7K -13,180 -8%
PSUF
61
People's United Financial
Connecticut
$990K -$2.88K -409 -0.3%
LFAS
62
Level Four Advisory Services
Texas
$969K +$158K +22,466 +19%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$959K +$16.9K +2,404 +2%
MYIA
64
Mount Yale Investment Advisors
Colorado
$938K +$135K +19,160 +17%
Two Sigma Investments
65
Two Sigma Investments
New York
$833K +$660K +93,882 +382%
WAM
66
World Asset Management
Michigan
$752K – – –
LNWWM
67
Laird Norton Wetherby Wealth Management
California
$742K +$12.8K +1,824 +2%
AG
68
Advisor Group
Arizona
$732K +$31.5K +4,476 +4%
MML Investors Services
69
MML Investors Services
Massachusetts
$641K +$62.4K +8,885 +11%
VCA
70
Verdence Capital Advisors
Maryland
$635K +$4.11K +585 +0.7%
OAG
71
Orbis Allan Gray
Bermuda
$617K – – –
HI
72
HBK Investments
Texas
$606K -$457K -65,001 -43%
GT
73
Greenleaf Trust
Michigan
$580K -$812K -115,493 -58%
USAA
74
United Services Automobile Association
Texas
$579K -$41.4K -5,883 -7%
Geode Capital Management
75
Geode Capital Management
Massachusetts
$566K +$252K +35,906 +80%
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