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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

153 hedge funds and large institutions have $960M invested in Sumitomo Mitsui Financial in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 30 closing their positions.

Holders
153
Holders Change
-9
Holders Change %
-5.56%
% of All Funds
4.08%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
53
Reduced
59
Closed
30
Calls
$25K
Puts
$3.4M
Net Calls
-$3.37M
Net Calls Change
-$6.6M

Top Buyers

1
RG
1
Renaissance Group
Kentucky
$10.7M
2
GC
2
Gratry & Company
Ohio
$8.16M
3
Citigroup
3
Citigroup
New York
$8.41M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$12.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$9.42M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$182M
2
CGT
2
Capital Guardian Trust
California
$3.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$118M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$161K
5
EGA
5
Eagle Global Advisors
Texas
$881K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
101
Raymond James Trust
Florida
$176K +$37.9K +5,207 +27%
NA
102
Navellier & Associates
Nevada
$170K -$6.34K -869 -4%
AIA
103
Avalon Investment & Advisory
Texas
$168K -$223K -30,597 -57%
Neuberger Berman Group
104
Neuberger Berman Group
New York
$161K -$6.97M -961,383 -98%
MCM
105
McKinley Capital Management
Alaska
$161K – – –
PVWM
106
Point View Wealth Management
New Jersey
$150K – – –
State Street
107
State Street
Massachusetts
$146K – – –
PIC
108
Portland Investment Counsel
Ontario, Canada
$146K +$14.6K +2,000 +11%
OA
109
OFI Advisors
Pennsylvania
$136K +$8K +1,098 +6%
SGAM
110
Steinberg Global Asset Management
Florida
$129K -$2.48K -340 -2%
OC
111
Oppenheimer & Co
New York
$126K – – –
First Trust Advisors
112
First Trust Advisors
Illinois
$123K -$9.05K -1,246 -7%
LCM
113
Landscape Capital Management
New Jersey
$113K +$113K +15,500 New
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$103K +$3.46K +475 +3%
MCM
115
Manchester Capital Management
Vermont
$100K -$47.6K -6,542 -32%
William Blair & Company
116
William Blair & Company
Illinois
$99K -$223 -31 -0.2%
CIP
117
Convergence Investment Partners
Florida
$98K -$16.9K -2,326 -15%
LPL Financial
118
LPL Financial
California
$98K +$98K +13,474 New
DTL
119
Dynamic Technology Lab
Singapore
$98K +$98K +13,500 New
BC
120
Bartlett & Co
Ohio
$70K +$70K +9,575 New
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$63K -$211K -29,090 -77%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$53K -$50.4K -6,883 -49%
ASN
123
Advisory Services Network
Georgia
$41K -$53.7K -7,831 -57%
ACS
124
Archford Capital Strategies
Illinois
$39K +$15.9K +2,184 +69%
HR
125
Howe & Rusling
New York
$37K – – –
3 4
5
6 7