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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

158 hedge funds and large institutions have $1.16B invested in Sumitomo Mitsui Financial in 2013 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 28 reducing their positions, and 20 closing their positions.

Holders
158
Holders Change
+17
Holders Change %
+12.06%
% of All Funds
4.59%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
38
Increased
65
Reduced
28
Closed
20
Calls
$5K
Puts
$246K
Net Calls
-$241K
Net Calls Change
-$116K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
CI
2
Cambiar Investors
Colorado
$28.1M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$29M
4
SC
4
Seawolf Capital
New York
$12.8M
5
BTS
5
BB&T Securities
Virginia
$10.5M

Top Sellers

1
BIP
1
Brandes Investment Partners
California
$0
2
CCM
2
Cobalt Capital Management
New Jersey
$0
3
AG
3
Aperio Group
California
$14.8M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$0
5
IG
5
ING Group
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
76
Atria Investments
North Carolina
$701K +$701K +66,837 New
HJGA
77
Hardman Johnston Global Advisors
Connecticut
$683K +$683K +65,080 New
DC
78
Deere & Company
Illinois
$678K – – –
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$650K +$182K +17,343 +39%
U
80
UBS
Switzerland
$631K +$128K +12,169 +25%
SCM
81
Sterling Capital Management
North Carolina
$599K +$599K +57,124 New
SAM
82
Symphony Asset Management
California
$528K +$528K +50,370 New
PG
83
PEAK6 Group
Illinois
$520K +$160K +15,223 +44%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$501K +$501K +47,669 New
BUB
85
BBVA USA Bancshares
Texas
$442K +$442K +42,172 New
GVT
86
Genesee Valley Trust
New York
$441K -$2.07K -197 -0.5%
DWT
87
Dorsey & Whitney Trust
South Dakota
$427K +$174K +16,594 +69%
BA
88
Boston Advisors
Massachusetts
$392K +$47.1K +4,491 +14%
TD Asset Management
89
TD Asset Management
Ontario, Canada
$382K -$51.1K -4,877 -12%
Ameriprise
90
Ameriprise
Minnesota
$379K +$27.7K +2,637 +8%
IB
91
Intrust Bank
Kansas
$372K +$153K +14,637 +70%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$369K -$11.9K -1,131 -3%
Schroder Investment Management Group
93
Schroder Investment Management Group
United Kingdom
$367K – – –
AIA
94
Avalon Investment & Advisory
Texas
$365K +$365K +34,755 New
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$354K -$5.06K -483 -1%
RCAG
96
Rehmann Capital Advisory Group
Michigan
$317K -$4.1K -391 -1%
HCM
97
Herndon Capital Management
Georgia
$310K -$136K -13,004 -31%
NA
98
Navellier & Associates
Nevada
$308K +$57.7K +5,502 +23%
SGAM
99
Smith Group Asset Management
Texas
$306K – – –
USAA
100
United Services Automobile Association
Texas
$302K +$302K +28,794 New
2 3
4
5 6