We are live on ! Find out more
SMFG icon

Sumitomo Mitsui Financial

167 hedge funds and large institutions have $1.17B invested in Sumitomo Mitsui Financial in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 32

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $960M → $1.17B (+$211M)

9% more funds holding

Funds holding: 153167 (+14)

1.33% more ownership

Funds ownership: 9.26%10.58% (+1.3%)

99% less call options, than puts

Call options by funds: $23K | Put options by funds: $3.41M

Holders
167
Holders Change
+14
Holders Change %
+9.15%
% of All Funds
4.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
79
Reduced
32
Closed
18
Calls
$23K
Puts
$3.41M
Net Calls
-$3.39M
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
101
Neuberger Berman Group
New York
$175K +$2.93K +392 +2%
NA
102
Navellier & Associates
Nevada
$174K -$6.03K -806 -3%
OC
103
Oppenheimer & Co
New York
$174K +$38.2K +5,111 +30%
MCM
104
McKinley Capital Management
Alaska
$171K
AI
105
Atria Investments
North Carolina
$166K +$161K +21,469 New
OA
106
OFI Advisors
Pennsylvania
$165K +$20.3K +2,711 +15%
PVWM
107
Point View Wealth Management
New Jersey
$160K
PIC
108
Portland Investment Counsel
Ontario, Canada
$155K
State Street
109
State Street
Massachusetts
$155K
CCA
110
Checchi Capital Advisers
California
$154K +$149K +19,887 New
Pacer Advisors
111
Pacer Advisors
Pennsylvania
$151K +$145K +19,447 New
RJT
112
Raymond James Trust
Florida
$143K -$42.9K -5,731 -24%
HW
113
Hancock Whitney
Mississippi
$140K +$135K +18,046 New
Franklin Resources
114
Franklin Resources
California
$127K +$122K +16,350 New
First Trust Advisors
115
First Trust Advisors
Illinois
$126K -$4.4K -589 -3%
SGAM
116
Steinberg Global Asset Management
Florida
$123K -$13.6K -1,815 -10%
LPL Financial
117
LPL Financial
California
$112K +$6.33K +846 +6%
William Blair & Company
118
William Blair & Company
Illinois
$112K +$6.42K +858 +6%
CIP
119
Convergence Investment Partners
Florida
$110K +$5.62K +751 +6%
UCFA
120
United Capital Financial Advisors
Texas
$110K +$93.8K +12,538 New
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$109K -$748 -100 -0.7%
HPCM
122
High Pointe Capital Management
Illinois
$106K +$102K +13,700 New
TRCT
123
Tower Research Capital (TRC)
New York
$102K +$79K +10,567 +400%
CSS
124
Cubist Systematic Strategies
Connecticut
$100K -$165K -22,033 -63%
SCM
125
Sterling Capital Management
North Carolina
$98K +$94.9K +12,689 New

SMFG Hedge Fund Activity: Q1 2015 in Review

167 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2015, worth a combined $1.17B — up 22% from $960M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SMFG positions and 18 closed out — a net gain of 15 holders — while 79 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.6M. The largest seller was Two Sigma Investments, cutting an estimated $8.93M.

  • 167 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2015, up from 153 in Q4 2014.
  • Funds reported $1.17B of Sumitomo Mitsui Financial stock for Q1 2015, up 22% quarter-over-quarter.
  • 33 funds opened new Sumitomo Mitsui Financial positions in Q1 2015 and 18 closed out, a net change of +15 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2015 was Morgan Stanley, an estimated $37.6M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2015 was Two Sigma Investments, an estimated $8.93M sold.

Based on aggregated 13F filings for Q1 2015.