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Sumitomo Mitsui Financial

194 hedge funds and large institutions have $1.32B invested in Sumitomo Mitsui Financial in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more capital invested

Capital invested by funds: $658M → $1.32B (+$665M)

88% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 42

68% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 25

8% more funds holding

Funds holding: 179194 (+15)

5.49% more ownership

Funds ownership: 6.41%11.9% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
194
Holders Change
+15
Holders Change %
+8.38%
% of All Funds
4.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
79
Reduced
42
Closed
25
Calls
$83K
Puts
Net Calls
+$83K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
76
Avalon Investment & Advisory
Texas
$476K -$132K -17,803 -23%
GT
77
Glenmede Trust
Pennsylvania
$475K
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$467K +$369K +49,644 +508%
BCM
79
BTC Capital Management
Iowa
$439K +$4.66K +627 +1%
HighTower Advisors
80
HighTower Advisors
Illinois
$399K +$215K +28,943 +132%
BUB
81
BBVA USA Bancshares
Texas
$383K +$362K +48,757 New
HI
82
HBK Investments
Texas
$380K +$215K +28,900 +149%
CRC
83
Curi RMB Capital
Illinois
$375K +$354K +47,673 New
IB
84
Intrust Bank
Kansas
$362K +$343K +46,107 New
AG
85
Advisor Group
Arizona
$360K +$281K +37,773 +460%
GVT
86
Genesee Valley Trust
New York
$360K +$341K +45,853 New
EAM
87
Eagle Asset Management
Florida
$355K +$46.6K +6,277 +16%
CIAN
88
Capstone Investment Advisors (Netherlands)
New York
$350K +$66.9K +9,000 New
Citadel Advisors
89
Citadel Advisors
Florida
$341K +$322K +43,373 New
BG
90
Bahl & Gaynor
Ohio
$333K -$854 -115 -0.3%
CS
91
Comerica Securities
Michigan
$327K +$5.05K +680 +2%
S
92
SignatureFD
Georgia
$287K +$30.6K +4,124 +13%
FWCM
93
Ferguson Wellman Capital Management
Oregon
$280K -$15.5K -2,090 -6%
CCA
94
Checchi Capital Advisers
California
$276K -$56.5K -7,607 -18%
CIM
95
CIM Investment Management
Pennsylvania
$276K
Schroder Investment Management Group
96
Schroder Investment Management Group
United Kingdom
$268K
FWM
97
FFT Wealth Management
Pennsylvania
$267K +$252K +33,920 New
CSS
98
Cubist Systematic Strategies
Connecticut
$262K -$138K -18,567 -36%
LPL Financial
99
LPL Financial
California
$261K -$153K -20,596 -38%
RFS
100
Rockefeller Financial Services
New York
$260K

SMFG Hedge Fund Activity: Q2 2017 in Review

194 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2017, worth a combined $1.32B — up 101% from $658M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SMFG positions and 25 closed out — a net gain of 17 holders — while 79 added to existing stakes and 42 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $364M. The largest seller was Nine Masts Capital, cutting an estimated $32.1M.

  • 194 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2017, up from 179 in Q1 2017.
  • Funds reported $1.32B of Sumitomo Mitsui Financial stock for Q2 2017, up 101% quarter-over-quarter.
  • 42 funds opened new Sumitomo Mitsui Financial positions in Q2 2017 and 25 closed out, a net change of +17 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2017 was Fisher Asset Management, an estimated $364M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2017 was Nine Masts Capital, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2017.