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Sumitomo Mitsui Financial

194 hedge funds and large institutions have $1.32B invested in Sumitomo Mitsui Financial in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more capital invested

Capital invested by funds: $658M → $1.32B (+$665M)

88% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 42

68% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 25

8% more funds holding

Funds holding: 179194 (+15)

5.49% more ownership

Funds ownership: 6.41%11.9% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
194
Holders Change
+15
Holders Change %
+8.38%
% of All Funds
4.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
79
Reduced
42
Closed
25
Calls
$83K
Puts
Net Calls
+$83K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
101
Rowland Carmichael Advisors
Arizona
$260K +$245K +33,021 New
YMRC
102
Yorktown Management & Research Company
Virginia
$259K
RJT
103
Raymond James Trust
Florida
$257K +$1.92K +259 +0.8%
MIS
104
Morningstar Investment Services
Illinois
$255K +$55.1K +7,414 +30%
WIS
105
Wright Investors Service
Connecticut
$245K -$364K -48,980 -61%
SW
106
SVB Wealth
Massachusetts
$236K +$15.2K +2,045 +7%
HPCM
107
High Pointe Capital Management
Illinois
$231K +$11.3K +1,520 +5%
TD Asset Management
108
TD Asset Management
Ontario, Canada
$216K +$43.1K +5,795 +24%
QCG
109
Quadrant Capital Group
Ohio
$211K +$131K +17,685 +161%
FIM
110
Freedom Investment Management
Connecticut
$210K +$119K +16,069 +151%
CI
111
Conning Inc
Connecticut
$203K -$117K -15,800 -38%
CG
112
Caprock Group
Idaho
$198K +$185K +24,870 New
MML Investors Services
113
MML Investors Services
Massachusetts
$198K +$187K +25,158 New
LFAS
114
Level Four Advisory Services
Texas
$191K -$176K -23,663 -47%
B
115
BancorpSouth
Mississippi
$191K
GC
116
Gilbert & Cook
Iowa
$187K +$177K +23,832 New
LTFS
117
Ladenburg Thalmann Financial Services
Florida
$184K +$83K +11,177 +92%
RRAM
118
River Road Asset Management
Kentucky
$177K +$167K +22,492 New
IIC
119
Integrated Investment Consultants
Michigan
$161K +$152K +20,482 New
CIBC World Market
120
CIBC World Market
Ontario, Canada
$160K +$151K +20,344 New
HIMCH
121
Hartford Investment Management Co (HIMCO)
Connecticut
$154K +$146K +19,610 New
SS
122
Simplicity Solutions
Minnesota
$154K +$146K +19,612 New
IWA
123
Intercontinental Wealth Advisors
Texas
$153K -$8.77K -1,181 -6%
AP
124
Advisor Partners
California
$152K +$64.5K +8,679 +81%
NFA
125
Nuveen Fund Advisors
Illinois
$148K +$19.4K +2,617 +16%

SMFG Hedge Fund Activity: Q2 2017 in Review

194 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2017, worth a combined $1.32B — up 101% from $658M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SMFG positions and 25 closed out — a net gain of 17 holders — while 79 added to existing stakes and 42 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $364M. The largest seller was Nine Masts Capital, cutting an estimated $32.1M.

  • 194 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2017, up from 179 in Q1 2017.
  • Funds reported $1.32B of Sumitomo Mitsui Financial stock for Q2 2017, up 101% quarter-over-quarter.
  • 42 funds opened new Sumitomo Mitsui Financial positions in Q2 2017 and 25 closed out, a net change of +17 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2017 was Fisher Asset Management, an estimated $364M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2017 was Nine Masts Capital, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2017.