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Sumitomo Mitsui Financial

195 hedge funds and large institutions have $1.41B invested in Sumitomo Mitsui Financial in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 49

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $1.32B → $1.41B (+$84.2M)

1% more ownership

Funds ownership: 11.9%12.9% (+1%)

1% more funds holding

Funds holding: 194195 (+1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
195
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
4.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
83
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
76
Telemus Capital
Michigan
$511K -$256K -33,586 -34%
GHCM
77
Glen Harbor Capital Management
California
$495K
HighTower Advisors
78
HighTower Advisors
Illinois
$488K +$102K +13,378 +26%
BCM
79
BTC Capital Management
Iowa
$420K -$10.1K -1,330 -2%
AG
80
Advisor Group
Arizona
$409K +$53.4K +7,003 +15%
EAM
81
Eagle Asset Management
Florida
$405K +$57K +7,478 +17%
CRC
82
Curi RMB Capital
Illinois
$404K +$35.1K +4,599 +10%
FA
83
FDx Advisors
Illinois
$397K -$82.5K -10,827 -17%
Geode Capital Management
84
Geode Capital Management
Massachusetts
$391K -$97.1K -12,738 -20%
Cerity Partners
85
Cerity Partners
New York
$335K +$332K +43,509 New
GVT
86
Genesee Valley Trust
New York
$333K -$20.5K -2,687 -6%
CS
87
Comerica Securities
Michigan
$327K +$9.89K +1,298 +3%
HI
88
HBK Investments
Texas
$325K -$47.3K -6,200 -13%
WIS
89
Wright Investors Service
Connecticut
$323K +$82.2K +10,779 +35%
MML Investors Services
90
MML Investors Services
Massachusetts
$322K +$127K +16,617 +66%
S
91
SignatureFD
Georgia
$305K +$23.2K +3,040 +8%
MIS
92
Morningstar Investment Services
Illinois
$290K +$39.2K +5,147 +16%
FWCM
93
Ferguson Wellman Capital Management
Oregon
$275K
RJT
94
Raymond James Trust
Florida
$271K +$18.4K +2,416 +7%
LPL Financial
95
LPL Financial
California
$259K +$2.31K +303 +0.9%
RFS
96
Rockefeller Financial Services
New York
$255K
RCA
97
Rowland Carmichael Advisors
Arizona
$255K
YMRC
98
Yorktown Management & Research Company
Virginia
$254K
SW
99
SVB Wealth
Massachusetts
$252K +$21K +2,752 +9%
CCA
100
Checchi Capital Advisers
California
$251K -$19.3K -2,534 -7%

SMFG Hedge Fund Activity: Q3 2017 in Review

195 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2017, worth a combined $1.41B — up 6.4% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SMFG positions and 19 closed out — a net gain of 5 holders — while 83 added to existing stakes and 49 trimmed.

The largest buyer was Bank of America, adding an estimated $64M. The largest seller was Arrowstreet Capital, cutting an estimated $8.69M.

  • 195 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2017, up from 194 in Q2 2017.
  • Funds reported $1.41B of Sumitomo Mitsui Financial stock for Q3 2017, up 6.4% quarter-over-quarter.
  • 24 funds opened new Sumitomo Mitsui Financial positions in Q3 2017 and 19 closed out, a net change of +5 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2017 was Bank of America, an estimated $64M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2017 was Arrowstreet Capital, an estimated $8.69M sold.

Based on aggregated 13F filings for Q3 2017.