We are live on ! Find out more
SMFG icon

Sumitomo Mitsui Financial

231 hedge funds and large institutions have $1.54B invested in Sumitomo Mitsui Financial in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 67

1% more funds holding

Funds holding: 229231 (+2)

0.48% more ownership

Funds ownership: 13.53%14.01% (+0.48%)

5% less capital invested

Capital invested by funds: $1.63B → $1.54B (-$87M)

Holders
231
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
5.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
82
Reduced
67
Closed
28
Calls
$1.11M
Puts
Net Calls
+$1.11M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
S
76
SignatureFD
Georgia
$565K +$48.4K +5,826 +9%
AP
77
Advisor Partners
California
$559K +$110K +13,270 +23%
RCM
78
Riverhead Capital Management
Delaware
$550K
WI
79
WrapManager Inc
California
$540K -$11.9K -1,427 -2%
Geode Capital Management
80
Geode Capital Management
Massachusetts
$535K +$20.6K +2,481 +4%
AG
81
Advisor Group
Arizona
$515K -$33.5K -4,035 -6%
BCM
82
BTC Capital Management
Iowa
$509K -$16.6K -1,999 -3%
GHCM
83
Glen Harbor Capital Management
California
$499K
JIC
84
Johnson Investment Counsel
Ohio
$495K -$16.9K -2,040 -3%
LC
85
Lourd Capital
California
$480K +$514K +61,819 New
EAM
86
Eagle Asset Management
Florida
$477K +$47.6K +5,727 +10%
UCFA
87
United Capital Financial Advisors
Texas
$476K +$106K +12,740 +26%
FA
88
FDx Advisors
Illinois
$470K -$460K -55,415 -48%
HighTower Advisors
89
HighTower Advisors
Illinois
$439K -$54K -6,497 -10%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$424K -$6.5K -783 -1%
CRC
91
Curi RMB Capital
Illinois
$412K -$47.7K -5,739 -10%
MIS
92
Morningstar Investment Services
Illinois
$409K +$29.7K +3,576 +7%
MML Investors Services
93
MML Investors Services
Massachusetts
$408K +$49.9K +6,003 +13%
Cerity Partners
94
Cerity Partners
New York
$379K +$71.1K +8,557 +21%
ACA
95
Atlas Capital Advisors
Wyoming
$371K +$196K +23,600 +96%
AI
96
Atria Investments
North Carolina
$362K -$2.53K -304 -0.6%
CCA
97
Checchi Capital Advisers
California
$319K +$37.6K +4,527 +12%
EDRH
98
Edmond de Rothschild Holding
Switzerland
$319K +$169K +20,400 +99%
CNBT
99
Canandaigua National Bank & Trust
New York
$316K -$10.5K -1,265 -3%
LPL Financial
100
LPL Financial
California
$309K +$60K +7,217 +22%

SMFG Hedge Fund Activity: Q2 2018 in Review

231 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2018, worth a combined $1.54B — down 5.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SMFG positions and 28 closed out — a net gain of 7 holders — while 82 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $28.7M. The largest seller was Bank of America, cutting an estimated $7.09M.

  • 231 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2018, up from 229 in Q1 2018.
  • Funds reported $1.54B of Sumitomo Mitsui Financial stock for Q2 2018, down 5.3% quarter-over-quarter.
  • 35 funds opened new Sumitomo Mitsui Financial positions in Q2 2018 and 28 closed out, a net change of +7 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2018 was Wells Fargo, an estimated $28.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2018 was Bank of America, an estimated $7.09M sold.

Based on aggregated 13F filings for Q2 2018.