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Sumitomo Mitsui Financial

228 hedge funds and large institutions have $1.62B invested in Sumitomo Mitsui Financial in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 101 increasing their positions, 34 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 34

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

18% more funds holding

Funds holding: 194228 (+34)

15% more capital invested

Capital invested by funds: $1.41B → $1.62B (+$216M)

0.28% more ownership

Funds ownership: 12.9%13.18% (+0.28%)

Holders
228
Holders Change
+34
Holders Change %
+17.53%
% of All Funds
5.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
58
Increased
101
Reduced
34
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
76
Freestone Capital Holdings
Washington
$830K +$23.2K +2,862 +3%
TAM
77
Tyers Asset Management
Texas
$767K
VCA
78
Verdence Capital Advisors
Maryland
$728K +$678K +83,717 New
LFAS
79
Level Four Advisory Services
Texas
$701K -$58K -7,158 -8%
TC
80
Telemus Capital
Michigan
$680K +$97.6K +12,041 +18%
AG
81
Advisor Group
Arizona
$617K +$145K +17,898 +34%
RCM
82
Riverhead Capital Management
Delaware
$615K
WI
83
WrapManager Inc
California
$600K -$5.83K -719 -1%
JIC
84
Johnson Investment Counsel
Ohio
$586K +$8.43K +1,040 +2%
BCM
85
BTC Capital Management
Iowa
$583K +$99.4K +12,261 +22%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$576K -$56.6K -6,982 -10%
GHCM
87
Glen Harbor Capital Management
California
$558K
HighTower Advisors
88
HighTower Advisors
Illinois
$523K -$35.2K -4,343 -7%
CRC
89
Curi RMB Capital
Illinois
$517K +$58.4K +7,210 +14%
HI
90
Horizon Investments
North Carolina
$487K +$534K +65,875 New
AP
91
Advisor Partners
California
$465K +$175K +21,630 +81%
Geode Capital Management
92
Geode Capital Management
Massachusetts
$441K
MML Investors Services
93
MML Investors Services
Massachusetts
$441K +$72.9K +8,994 +22%
EAM
94
Eagle Asset Management
Florida
$435K -$28.7K -3,547 -7%
CCA
95
Checchi Capital Advisers
California
$409K +$117K +14,430 +44%
S
96
SignatureFD
Georgia
$390K +$43.6K +5,384 +14%
Cerity Partners
97
Cerity Partners
New York
$385K +$5.98K +738 +2%
MIS
98
Morningstar Investment Services
Illinois
$378K +$47.3K +5,840 +16%
AI
99
Atria Investments
North Carolina
$377K +$163K +20,147 +87%
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$372K +$313K +38,645 +926%

SMFG Hedge Fund Activity: Q4 2017 in Review

228 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2017, worth a combined $1.62B — up 15% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SMFG positions and 22 closed out — a net gain of 36 holders — while 101 added to existing stakes and 34 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $17.4M. The largest seller was Bank of America, cutting an estimated $38.1M.

  • 228 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2017, up from 194 in Q3 2017.
  • Funds reported $1.62B of Sumitomo Mitsui Financial stock for Q4 2017, up 15% quarter-over-quarter.
  • 58 funds opened new Sumitomo Mitsui Financial positions in Q4 2017 and 22 closed out, a net change of +36 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2017 was Fisher Asset Management, an estimated $17.4M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2017 was Bank of America, an estimated $38.1M sold.

Based on aggregated 13F filings for Q4 2017.