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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

162 hedge funds and large institutions have $972M invested in Sumitomo Mitsui Financial in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+4
Holders Change %
+2.53%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
25
Increased
63
Reduced
46
Closed
20
Calls
$4.59M
Puts
$49.2B
Net Calls
-$49.2B
Net Calls Change
-$49.2B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$130M
2
CI
2
Cambiar Investors
Colorado
$38.7M
3
AG
3
Aperio Group
California
$11M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$101M
5
CGT
5
Capital Guardian Trust
California
$11.8M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$160K
2
SC
2
Seawolf Capital
New York
$0
3
AIM
3
abrdn Investment Management
United Kingdom
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$0
5
FWCM
5
Ferguson Wellman Capital Management
Oregon
$944K
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
101
Credit Suisse
Switzerland
$195K -$968K -112,222 -83%
CBN
102
Cadence Bank NA
Texas
$192K -$42.2K -4,870 -18%
JPMPWA
103
J.P. Morgan Private Wealth Advisors
California
$192K +$192K +22,264 New
ECM
104
ETrade Capital Management
Virginia
$191K +$32.2K +3,732 +20%
DTL
105
Dynamic Technology Lab
Singapore
$184K +$184K +21,301 New
SGAM
106
Steinberg Global Asset Management
Florida
$182K +$8.97K +1,035 +5%
BFA
107
BlackRock Fund Advisors
California
$178K – – –
State Street
108
State Street
Massachusetts
$172K – – –
ACM
109
Ativo Capital Management
Illinois
$170K -$1.37M -158,370 -89%
QT
110
Quantbot Technologies
New York
$170K +$133K +15,442 +359%
CIP
111
Convergence Investment Partners
Florida
$165K -$38.6K -4,460 -19%
First Trust Advisors
112
First Trust Advisors
Illinois
$160K -$17.8M -2,058,202 -99%
JIC
113
Johnson Investment Counsel
Ohio
$160K – – –
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$160K +$28K +3,227 +21%
CIM
115
CIM Investment Management
Pennsylvania
$155K +$155K +17,975 New
OC
116
Oppenheimer & Co
New York
$150K – – –
OA
117
OFI Advisors
Pennsylvania
$144K +$21.6K +2,497 +18%
CRC
118
Curi RMB Capital
Illinois
$137K -$43.3K -5,009 -24%
Deutsche Bank
119
Deutsche Bank
Germany
$136K -$750K -86,943 -85%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$129K -$284K -32,785 -69%
HW
121
Hancock Whitney
Mississippi
$126K +$26K +3,006 +26%
Luther King Capital Management (LKCM)
122
Luther King Capital Management (LKCM)
Texas
$125K +$125K +14,485 New
BTNA
123
Bremer Trust National Association
Minnesota
$122K +$122K +14,104 New
PG
124
PEAK6 Group
Illinois
$120K -$310K -35,730 -72%
Nordea Investment Management
125
Nordea Investment Management
Sweden
$115K – – –
3 4
5
6 7