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Sumitomo Mitsui Financial

230 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

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

0% more funds holding

Funds holding: 229230 (+1)

0.36% more ownership

Funds ownership: 13.18%13.53% (+0.36%)

0% more capital invested

Capital invested by funds: $1.62B → $1.63B (+$4.25M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.27%
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
Name Holding Trade Value Shares
Change
Change in
Stake
VCA
76
Verdence Capital Advisors
Maryland
$810K +$103K +11,525 +14%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$751K +$198K +22,145 +33%
TAM
78
Tyers Asset Management
Texas
$750K
LFAS
79
Level Four Advisory Services
Texas
$708K +$23.3K +2,609 +3%
TC
80
Telemus Capital
Michigan
$624K -$43.5K -4,867 -6%
WI
81
WrapManager Inc
California
$603K +$16.4K +1,832 +3%
RCM
82
Riverhead Capital Management
Delaware
$602K
AG
83
Advisor Group
Arizona
$598K -$5.18K -580 -0.8%
BCM
84
BTC Capital Management
Iowa
$574K +$5.18K +580 +0.9%
S
85
SignatureFD
Georgia
$569K +$197K +22,023 +49%
Geode Capital Management
86
Geode Capital Management
Massachusetts
$565K +$140K +15,668 +31%
JIC
87
Johnson Investment Counsel
Ohio
$558K -$15.2K -1,700 -3%
GHCM
88
Glen Harbor Capital Management
California
$546K
HighTower Advisors
89
HighTower Advisors
Illinois
$540K +$31.6K +3,539 +6%
CRC
90
Curi RMB Capital
Illinois
$500K -$6.35K -711 -1%
AP
91
Advisor Partners
California
$499K +$92.3K +10,327 +21%
EAM
92
Eagle Asset Management
Florida
$474K +$59.5K +6,654 +14%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$471K +$112K +12,547 +29%
TSS
94
Two Sigma Securities
New York
$468K +$286K +32,001 +139%
MIS
95
Morningstar Investment Services
Illinois
$417K +$50.2K +5,623 +13%
UCFA
96
United Capital Financial Advisors
Texas
$413K +$75.8K +8,489 +21%
AI
97
Atria Investments
North Carolina
$399K +$31.1K +3,479 +8%
MML Investors Services
98
MML Investors Services
Massachusetts
$396K -$37.8K -4,225 -8%
GVT
99
Genesee Valley Trust
New York
$366K -$974 -109 -0.3%
CNBT
100
Canandaigua National Bank & Trust
New York
$356K +$375K +41,931 New

SMFG Hedge Fund Activity: Q1 2018 in Review

230 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2018, worth a combined $1.63B — up 0.26% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SMFG positions and 27 closed out — a net gain of 3 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $21.7M. The largest seller was Natixis Advisors, cutting an estimated $9.32M.

  • 230 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2018, up from 229 in Q4 2017.
  • Funds reported $1.63B of Sumitomo Mitsui Financial stock for Q1 2018, up 0.26% quarter-over-quarter.
  • 30 funds opened new Sumitomo Mitsui Financial positions in Q1 2018 and 27 closed out, a net change of +3 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2018 was Fisher Asset Management, an estimated $21.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2018 was Natixis Advisors, an estimated $9.32M sold.

Based on aggregated 13F filings for Q1 2018.