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Sumitomo Mitsui Financial

179 hedge funds and large institutions have $658M invested in Sumitomo Mitsui Financial in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 6.38%6.41% (+0.03%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

5% less capital invested

Capital invested by funds: $689M → $658M (-$31.8M)

8% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 65

2% less funds holding

Funds holding: 182179 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
60
Reduced
65
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPCM
101
High Pointe Capital Management
Illinois
$202K
MIS
102
Morningstar Investment Services
Illinois
$182K +$47.8K +6,158 +33%
TD Asset Management
103
TD Asset Management
Ontario, Canada
$176K -$357 -46 -0.2%
B
104
BancorpSouth
Mississippi
$176K
CWA
105
Cypress Wealth Advisors
California
$161K -$5.9K -760 -3%
HighTower Advisors
106
HighTower Advisors
Illinois
$158K -$1.36M -174,566 -89%
IWA
107
Intercontinental Wealth Advisors
Texas
$150K -$202K -25,959 -56%
HI
108
HBK Investments
Texas
$141K +$56.5K +7,279 +60%
PVWM
109
Point View Wealth Management
New Jersey
$129K
SG Americas Securities
110
SG Americas Securities
New York
$113K -$139K -17,931 -53%
NFA
111
Nuveen Fund Advisors
Illinois
$113K +$28.8K +3,702 +30%
Pacer Advisors
112
Pacer Advisors
Pennsylvania
$110K
Balyasny Asset Management
113
Balyasny Asset Management
Illinois
$108K +$116K +14,892 New
SCM
114
Sterling Capital Management
North Carolina
$98K -$43.2K -5,560 -29%
NIT
115
NumerixS Investment Technologies
British Columbia, Canada
$96K -$27.2K -3,500 -21%
TSS
116
Two Sigma Securities
New York
$93K +$100K +12,872 New
MC
117
Miles Capital
Iowa
$91K
LTFS
118
Ladenburg Thalmann Financial Services
Florida
$89K -$23.8K -3,062 -20%
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$88K
SI
120
Stephens Inc
Arkansas
$80K +$2.77K +356 +3%
AP
121
Advisor Partners
California
$77K -$132K -17,011 -61%
FIM
122
Freedom Investment Management
Connecticut
$77K +$82.4K +10,610 New
Capital Fund Management (CFM)
123
Capital Fund Management (CFM)
France
$76K -$305K -39,332 -79%
First Trust Advisors
124
First Trust Advisors
Illinois
$76K -$7.78K -1,002 -9%
PCP
125
Proficio Capital Partners
Massachusetts
$76K +$31.3K +4,032 +64%

SMFG Hedge Fund Activity: Q1 2017 in Review

179 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2017, worth a combined $658M — down 4.6% from $689M a quarter earlier.

Fund positioning in SMFG was balanced in Q1 2017: 24 funds opened new positions, 24 closed out, 60 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $18.5M. The largest seller was JP Morgan Chase, cutting an estimated $18.8M.

  • 179 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2017, down from 182 in Q4 2016.
  • Funds reported $658M of Sumitomo Mitsui Financial stock for Q1 2017, down 4.6% quarter-over-quarter.
  • 24 funds opened new Sumitomo Mitsui Financial positions in Q1 2017 and 24 closed out, a net change of 0 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2017 was Bank of America, an estimated $18.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2017 was JP Morgan Chase, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2017.