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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

228 hedge funds and large institutions have $1.63B invested in Sumitomo Mitsui Financial in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
100
Reduced
59
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$20.7M
2
CI
Cambiar Investors
Colorado
+$9.67M
3
Lazard Asset Management
Lazard Asset Management
New York
+$6.74M
4
FWCM
Ferguson Wellman Capital Management
Oregon
+$6.56M
5
TAM
Todd Asset Management
Kentucky
+$3.85M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
-$8.86M
2
Bank of America
Bank of America
North Carolina
-$8.39M
3
RJA
Raymond James & Associates
Florida
-$4.74M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$4.61M
5
AS
Altshuler Shaham
Israel
-$4.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$751K +$188K +22,145 +33%
TAM
77
Tyers Asset Management
Texas
$750K – – –
LFAS
78
Level Four Advisory Services
Texas
$708K +$22.2K +2,609 +3%
TC
79
Telemus Capital
Michigan
$624K -$41.4K -4,867 -6%
WI
80
WrapManager Inc
California
$603K +$15.6K +1,832 +3%
RCM
81
Riverhead Capital Management
Delaware
$602K – – –
AG
82
Advisor Group
Arizona
$598K -$4.93K -580 -0.8%
BCM
83
BTC Capital Management
Iowa
$574K +$4.93K +580 +0.9%
S
84
SignatureFD
Georgia
$569K +$187K +22,023 +49%
Geode Capital Management
85
Geode Capital Management
Massachusetts
$565K +$133K +15,668 +31%
JIC
86
Johnson Investment Counsel
Ohio
$558K -$14.4K -1,700 -3%
GHCM
87
Glen Harbor Capital Management
California
$546K – – –
HighTower Advisors
88
HighTower Advisors
Illinois
$540K +$30.1K +3,539 +6%
CRC
89
Curi RMB Capital
Illinois
$500K -$6.05K -711 -1%
AP
90
Advisor Partners
California
$499K +$87.7K +10,327 +21%
EAM
91
Eagle Asset Management
Florida
$474K +$56.5K +6,654 +14%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$471K +$107K +12,547 +29%
TSS
93
Two Sigma Securities
New York
$468K +$272K +32,001 +139%
MIS
94
Morningstar Investment Services
Illinois
$417K +$47.8K +5,623 +13%
UCFA
95
United Capital Financial Advisors
Texas
$413K +$72.2K +8,489 +21%
AI
96
Atria Investments
North Carolina
$399K +$29.6K +3,479 +8%
MML Investors Services
97
MML Investors Services
Massachusetts
$396K -$35.9K -4,225 -8%
GVT
98
Genesee Valley Trust
New York
$366K -$949 -109 -0.3%
CNBT
99
Canandaigua National Bank & Trust
New York
$356K +$356K +41,931 New
CG
100
Caprock Group
Idaho
$343K +$109K +12,855 +47%
2 3
4
5 6