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Sumitomo Mitsui Financial

170 hedge funds and large institutions have $519M invested in Sumitomo Mitsui Financial in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

0.34% less ownership

Funds ownership: 6.76%6.42% (-0.34%)

3% less funds holding

Funds holding: 176170 (-6)

10% less capital invested

Capital invested by funds: $575M → $519M (-$55.5M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

29% less call options, than puts

Call options by funds: $143K | Put options by funds: $200K

Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
59
Reduced
59
Closed
28
Calls
$143K
Puts
$200K
Net Calls
-$57K
Net Calls Change
+$5.91M
Name Holding Trade Value Shares
Change
Change in
Stake
PIC
101
Portland Investment Counsel
Ontario, Canada
$103K
PVWM
102
Point View Wealth Management
New Jersey
$102K
KT
103
Kanaly Trust
Texas
$99K +$36.5K +5,974 +53%
YMRC
104
Yorktown Management & Research Company
Virginia
$92K
O
105
OppenheimerFunds
New York
$91K -$13.2K -2,154 -12%
JMPWA
106
JP Morgan Private Wealth Advisors
California
$89K +$95.3K +15,596 New
First Trust Advisors
107
First Trust Advisors
Illinois
$88K -$2.49M -407,031 -96%
BTNA
108
Bremer Trust National Association
Minnesota
$87K -$71.1K -11,636 -43%
JSAM
109
J. Safra Asset Management
New York
$86K +$91.9K +15,042 New
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$85K +$6 +1 +0%
AI
111
Atria Investments
North Carolina
$82K -$6.55K -1,072 -7%
UCFA
112
United Capital Financial Advisors
Texas
$82K -$2.66K -435 -3%
EGM
113
Engineers Gate Manager
New York
$82K +$88K +14,400 New
CWA
114
Cypress Wealth Advisors
California
$80K +$18K +2,940 +27%
Pacer Advisors
115
Pacer Advisors
Pennsylvania
$73K
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$69K -$11.9K -1,950 -14%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$66K -$31.7K -5,182 -31%
CP
118
Camelot Portfolios
Ohio
$64K +$2.13K +348 +3%
BUB
119
BBVA USA Bancshares
Texas
$63K -$731K -119,674 -92%
DVM
120
Dreman Value Management
Florida
$63K -$2.68K -438 -4%
CG
121
Cutler Group
California
$62K -$41.5K -6,787 -38%
SB
122
Suntrust Banks
Georgia
$58K -$154K -25,184 -71%
B
123
Bellecapital
Switzerland
$57K +$61.1K +10,000 New
QCG
124
Quadrant Capital Group
Ohio
$55K +$31.2K +5,108 +90%
AG
125
Advisor Group
Arizona
$55K +$60.4K +9,892 New

SMFG Hedge Fund Activity: Q2 2016 in Review

170 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2016, worth a combined $519M — down 9.7% from $575M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SMFG and 23 opened new positions — a net loss of 5 holders — while 59 trimmed existing stakes and 59 added.

The largest buyer was Jane Street, adding an estimated $9.1M. The largest seller was Morgan Stanley, cutting an estimated $28.2M.

  • 170 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2016, down from 176 in Q1 2016.
  • Funds reported $519M of Sumitomo Mitsui Financial stock for Q2 2016, down 9.7% quarter-over-quarter.
  • 23 funds opened new Sumitomo Mitsui Financial positions in Q2 2016 and 28 closed out, a net change of -5 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2016 was Jane Street, an estimated $9.1M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2016 was Morgan Stanley, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2016.