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Sumitomo Mitsui Financial

170 hedge funds and large institutions have $519M invested in Sumitomo Mitsui Financial in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

0.34% less ownership

Funds ownership: 6.76%6.42% (-0.34%)

3% less funds holding

Funds holding: 176170 (-6)

10% less capital invested

Capital invested by funds: $575M → $519M (-$55.5M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

29% less call options, than puts

Call options by funds: $143K | Put options by funds: $200K

Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
59
Reduced
59
Closed
28
Calls
$143K
Puts
$200K
Net Calls
-$57K
Net Calls Change
+$5.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
76
Two Sigma Advisers
New York
$220K +$166K +27,200 +243%
SCM
77
Stevens Capital Management
Pennsylvania
$212K -$189K -30,971 -45%
PSUF
78
People's United Financial
Connecticut
$211K -$1.75M -285,615 -89%
ST
79
Spot Trading
Illinois
$198K +$211K +34,550 New
RJT
80
Raymond James Trust
Florida
$192K -$3.96K -649 -2%
ECM
81
ETrade Capital Management
Virginia
$192K +$54.6K +8,932 +36%
William Blair & Company
82
William Blair & Company
Illinois
$182K +$30.3K +4,962 +18%
CCA
83
Checchi Capital Advisers
California
$170K -$1.55K -253 -0.8%
B
84
BancorpSouth
Mississippi
$170K
SGAM
85
Smith Group Asset Management
Texas
$168K +$26.9K +4,400 +18%
HPCM
86
High Pointe Capital Management
Illinois
$166K
Lord, Abbett & Co
87
Lord, Abbett & Co
New Jersey
$165K -$44.9K -7,343 -20%
TD Asset Management
88
TD Asset Management
Ontario, Canada
$164K -$794 -130 -0.5%
S
89
SignatureFD
Georgia
$161K +$68.2K +11,160 +66%
CS
90
Comerica Securities
Michigan
$133K +$29.6K +4,837 +26%
NIT
91
NumerixS Investment Technologies
British Columbia, Canada
$128K +$137K +22,400 New
NFA
92
Nuveen Fund Advisors
Illinois
$126K +$134K +21,962 New
SCM
93
Sterling Capital Management
North Carolina
$124K +$12.5K +2,048 +10%
CIBC World Market
94
CIBC World Market
Ontario, Canada
$123K +$132K +21,554 New
BCM
95
Bluefin Capital Management
New York
$122K +$52.8K +8,637 +68%
MCM
96
McKinley Capital Management
Alaska
$119K
State Street
97
State Street
Massachusetts
$114K -$2.32K -380 -2%
MIS
98
Morningstar Investment Services
Illinois
$109K +$117K +19,093 New
HIMCH
99
Hartford Investment Management Co (HIMCO)
Connecticut
$106K
LTFS
100
Ladenburg Thalmann Financial Services
Florida
$104K +$19.8K +3,244 +22%

SMFG Hedge Fund Activity: Q2 2016 in Review

170 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2016, worth a combined $519M — down 9.7% from $575M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SMFG and 23 opened new positions — a net loss of 5 holders — while 59 trimmed existing stakes and 59 added.

The largest buyer was Jane Street, adding an estimated $9.1M. The largest seller was Morgan Stanley, cutting an estimated $28.2M.

  • 170 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2016, down from 176 in Q1 2016.
  • Funds reported $519M of Sumitomo Mitsui Financial stock for Q2 2016, down 9.7% quarter-over-quarter.
  • 23 funds opened new Sumitomo Mitsui Financial positions in Q2 2016 and 28 closed out, a net change of -5 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2016 was Jane Street, an estimated $9.1M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2016 was Morgan Stanley, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2016.