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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

162 hedge funds and large institutions have $1.08B invested in Sumitomo Mitsui Financial in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
69
Reduced
40
Closed
11
Calls
$11.1M
Puts
$7.85M
Net Calls
+$3.23M
Net Calls Change
+$48B

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$108M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$113M
3
Morgan Stanley
3
Morgan Stanley
New York
$143M
4
Wells Fargo
4
Wells Fargo
California
$52.4M
5
CI
5
Cambiar Investors
Colorado
$76.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$8.07M
2
NM
2
Nokota Management
New York
$4.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$2.28M
4
Millennium Management
4
Millennium Management
New York
$919K
5
HCMT
5
Highland Capital Management (Texas)
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
101
Fisher Asset Management
Washington
$200K -$12.7K -1,550 -6%
NA
102
Navellier & Associates
Nevada
$198K -$26.2K -3,198 -12%
PP
103
PDT Partners
New York
$198K +$198K +24,200 New
JIC
104
Johnson Investment Counsel
Ohio
$197K – – –
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$195K -$78.8K -9,633 -29%
AIM
106
abrdn Investment Management
United Kingdom
$193K +$22.9K +2,800 +13%
CBN
107
Cadence Bank NA
Texas
$184K -$741 -90 -0.4%
MCM
108
McKinley Capital Management
Alaska
$181K – – –
PVWM
109
Point View Wealth Management
New Jersey
$169K – – –
MCM
110
Manchester Capital Management
Vermont
$166K +$36.4K +4,442 +28%
State Street
111
State Street
Massachusetts
$164K – – –
BFA
112
BlackRock Fund Advisors
California
$157K -$11.2K -1,371 -7%
RJT
113
Raymond James Trust
Florida
$156K +$20.3K +2,464 +15%
First Trust Advisors
114
First Trust Advisors
Illinois
$149K +$7.13K +870 +5%
SGAM
115
Steinberg Global Asset Management
Florida
$148K -$8.72K -1,060 -6%
PIC
116
Portland Investment Counsel
Ontario, Canada
$148K – – –
Stifel Financial
117
Stifel Financial
Missouri
$146K +$146K +17,823 New
OA
118
OFI Advisors
Pennsylvania
$144K +$4.9K +598 +4%
OC
119
Oppenheimer & Co
New York
$142K – – –
1GA
120
1st Global Advisors
Texas
$130K -$18.2K -2,218 -12%
CIP
121
Convergence Investment Partners
Florida
$130K +$24.2K +2,954 +23%
GT
122
Glenmede Trust
Pennsylvania
$117K +$102K +12,526 +668%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$116K -$4.78K -582 -4%
William Blair & Company
124
William Blair & Company
Illinois
$113K – – –
ASN
125
Advisory Services Network
Georgia
$113K +$14.9K +1,825 +15%
3 4
5
6 7