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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

162 hedge funds and large institutions have $972M invested in Sumitomo Mitsui Financial in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+4
Holders Change %
+2.53%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
25
Increased
63
Reduced
46
Closed
20
Calls
$4.59M
Puts
$49.2B
Net Calls
-$49.2B
Net Calls Change
-$49.2B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$130M
2
CI
2
Cambiar Investors
Colorado
$38.7M
3
AG
3
Aperio Group
California
$11M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$101M
5
CGT
5
Capital Guardian Trust
California
$11.8M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$160K
2
SC
2
Seawolf Capital
New York
$0
3
AIM
3
abrdn Investment Management
United Kingdom
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$0
5
FWCM
5
Ferguson Wellman Capital Management
Oregon
$944K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$403K -$134K -15,441 -25%
GVT
77
Genesee Valley Trust
New York
$359K -$4.72K -545 -1%
DWT
78
Dorsey & Whitney Trust
South Dakota
$352K – – –
Creative Planning
79
Creative Planning
Kansas
$346K +$346K +40,000 New
BA
80
Boston Advisors
Massachusetts
$339K +$15.3K +1,765 +5%
TD Asset Management
81
TD Asset Management
Ontario, Canada
$315K – – –
HI
82
HBK Investments
Texas
$313K +$313K +36,200 New
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$303K – – –
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$299K +$7.22K +835 +2%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$287K -$17.3K -1,998 -6%
Ameriprise
86
Ameriprise
Minnesota
$270K -$43.4K -4,998 -14%
Jane Street
87
Jane Street
New York
$269K +$269K +31,049 New
U
88
UBS
Switzerland
$263K -$257K -29,692 -49%
G
89
GlobalBridge
Minnesota
$259K +$24.5K +2,840 +10%
HCM
90
Herndon Capital Management
Georgia
$255K – – –
PRC
91
Platte River Capital
Colorado
$255K -$1.62M -187,200 -86%
NA
92
Navellier & Associates
Nevada
$253K -$475 -55 -0.2%
SGAM
93
Smith Group Asset Management
Texas
$246K -$6.41K -740 -3%
ZDA
94
Zweig-DiMenna Associates
New York
$238K +$238K +27,515 New
HighTower Advisors
95
HighTower Advisors
Illinois
$227K +$2.59K +299 +1%
Fisher Asset Management
96
Fisher Asset Management
Washington
$225K -$23.8K -2,750 -10%
PVWM
97
Point View Wealth Management
New Jersey
$221K +$10.8K +1,255 +5%
MCM
98
McKinley Capital Management
Alaska
$213K +$213K +24,656 New
Acadian Asset Management
99
Acadian Asset Management
Massachusetts
$208K -$650 -75 -0.3%
Stifel Financial
100
Stifel Financial
Missouri
$204K +$204K +23,545 New
2 3
4
5 6