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Sumitomo Mitsui Financial

167 hedge funds and large institutions have $1.17B invested in Sumitomo Mitsui Financial in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 32

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $960M → $1.17B (+$211M)

9% more funds holding

Funds holding: 153167 (+14)

1.33% more ownership

Funds ownership: 9.26%10.58% (+1.3%)

99% less call options, than puts

Call options by funds: $23K | Put options by funds: $3.41M

Holders
167
Holders Change
+14
Holders Change %
+9.15%
% of All Funds
4.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
79
Reduced
32
Closed
18
Calls
$23K
Puts
$3.41M
Net Calls
-$3.39M
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
76
Princeton Alpha Management
New Jersey
$443K -$345K -46,126 -45%
ARTA
77
A.R.T. Advisors
New York
$400K -$173K -23,100 -31%
JMPWA
78
JP Morgan Private Wealth Advisors
California
$391K +$72.3K +9,665 +24%
SW
79
SVB Wealth
Massachusetts
$371K +$49.8K +6,659 +16%
FWCM
80
Ferguson Wellman Capital Management
Oregon
$353K -$108K -14,495 -24%
Group One Trading
81
Group One Trading
Illinois
$351K -$663K -88,731 -66%
Schroder Investment Management Group
82
Schroder Investment Management Group
United Kingdom
$347K +$6.92K +925 +2%
DWT
83
Dorsey & Whitney Trust
South Dakota
$339K +$9.27K +1,240 +3%
HighTower Advisors
84
HighTower Advisors
Illinois
$323K +$10.6K +1,417 +4%
SAG
85
Sterne Agee Group
Alabama
$308K +$44.6K +5,970 +18%
RFC
86
Regions Financial Corp
Alabama
$294K +$284K +37,950 New
AIA
87
Avalon Investment & Advisory
Texas
$293K +$111K +14,838 +64%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$286K +$223K +29,787 +412%
EAM
89
Eagle Asset Management
Florida
$280K +$271K +36,184 New
FA
90
FDx Advisors
Illinois
$273K +$263K +35,200 New
WB
91
WesBanco Bank
West Virginia
$269K -$16.8K -2,250 -6%
CS
92
Comerica Securities
Michigan
$264K +$255K +34,123 New
UBS Group
93
UBS Group
Switzerland
$259K -$243K -32,500 -49%
TD Asset Management
94
TD Asset Management
Ontario, Canada
$258K -$297K -39,661 -54%
JIC
95
Johnson Investment Counsel
Ohio
$254K +$60.2K +8,056 +32%
FB
96
Fulton Bank
Pennsylvania
$246K +$10.7K +1,436 +5%
B
97
BancorpSouth
Mississippi
$232K +$224K +29,931 New
SGAM
98
Smith Group Asset Management
Texas
$220K
LTFS
99
Ladenburg Thalmann Financial Services
Florida
$213K +$6.28K +840 +3%
Simplex Trading
100
Simplex Trading
Illinois
$181K +$175K +23,400 New

SMFG Hedge Fund Activity: Q1 2015 in Review

167 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2015, worth a combined $1.17B — up 22% from $960M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SMFG positions and 18 closed out — a net gain of 15 holders — while 79 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.6M. The largest seller was Two Sigma Investments, cutting an estimated $8.93M.

  • 167 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2015, up from 153 in Q4 2014.
  • Funds reported $1.17B of Sumitomo Mitsui Financial stock for Q1 2015, up 22% quarter-over-quarter.
  • 33 funds opened new Sumitomo Mitsui Financial positions in Q1 2015 and 18 closed out, a net change of +15 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2015 was Morgan Stanley, an estimated $37.6M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2015 was Two Sigma Investments, an estimated $8.93M sold.

Based on aggregated 13F filings for Q1 2015.