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Sumitomo Mitsui Financial

179 hedge funds and large institutions have $658M invested in Sumitomo Mitsui Financial in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 6.38%6.41% (+0.03%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

5% less capital invested

Capital invested by funds: $689M → $658M (-$31.8M)

8% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 65

2% less funds holding

Funds holding: 182179 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
60
Reduced
65
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
76
Bessemer Group
New Jersey
$381K +$402K +51,777 +6,716%
CSS
77
Cubist Systematic Strategies
Connecticut
$377K +$102K +13,194 +34%
JMPWA
78
JP Morgan Private Wealth Advisors
California
$366K +$176K +22,607 +81%
LFAS
79
Level Four Advisory Services
Texas
$363K -$839 -108 -0.2%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$323K +$16.4K +2,117 +5%
CCA
81
Checchi Capital Advisers
California
$310K +$14.4K +1,849 +5%
BG
82
Bahl & Gaynor
Ohio
$308K -$1.79K -230 -0.5%
CI
83
Conning Inc
Connecticut
$302K +$323K +41,625 New
JIC
84
Johnson Investment Counsel
Ohio
$296K
CS
85
Comerica Securities
Michigan
$293K +$4.87K +627 +2%
EAM
86
Eagle Asset Management
Florida
$282K -$51.1K -6,580 -14%
Cerity Partners
87
Cerity Partners
New York
$282K +$302K +38,903 New
FWCM
88
Ferguson Wellman Capital Management
Oregon
$274K -$11.7K -1,500 -4%
OMC
89
Old Mission Capital
Illinois
$265K -$50.4K -6,490 -15%
PP
90
Paloma Partners
Connecticut
$258K +$277K +35,655 New
Schroder Investment Management Group
91
Schroder Investment Management Group
United Kingdom
$254K -$6.65K -856 -2%
CIM
92
CIM Investment Management
Pennsylvania
$254K
Geode Capital Management
93
Geode Capital Management
Massachusetts
$245K +$48.3K +6,217 +23%
RFS
94
Rockefeller Financial Services
New York
$240K
YMRC
95
Yorktown Management & Research Company
Virginia
$239K
RJT
96
Raymond James Trust
Florida
$236K -$3.83K -493 -1%
S
97
SignatureFD
Georgia
$235K +$31.4K +4,046 +14%
BTS
98
BB&T Securities
Virginia
$222K +$238K +30,697 New
SW
99
SVB Wealth
Massachusetts
$203K -$19.9K -2,556 -8%
SGAM
100
Smith Group Asset Management
Texas
$203K -$8.54K -1,100 -4%

SMFG Hedge Fund Activity: Q1 2017 in Review

179 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2017, worth a combined $658M — down 4.6% from $689M a quarter earlier.

Fund positioning in SMFG was balanced in Q1 2017: 24 funds opened new positions, 24 closed out, 60 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $18.5M. The largest seller was JP Morgan Chase, cutting an estimated $18.8M.

  • 179 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2017, down from 182 in Q4 2016.
  • Funds reported $658M of Sumitomo Mitsui Financial stock for Q1 2017, down 4.6% quarter-over-quarter.
  • 24 funds opened new Sumitomo Mitsui Financial positions in Q1 2017 and 24 closed out, a net change of 0 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2017 was Bank of America, an estimated $18.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2017 was JP Morgan Chase, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2017.