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Sumitomo Mitsui Financial

195 hedge funds and large institutions have $1.41B invested in Sumitomo Mitsui Financial in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 49

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $1.32B → $1.41B (+$84.2M)

1% more ownership

Funds ownership: 11.9%12.9% (+1%)

1% more funds holding

Funds holding: 194195 (+1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
195
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
4.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
83
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BG
101
Bahl & Gaynor
Ohio
$230K -$95.6K -12,545 -30%
LCM
102
Landscape Capital Management
New Jersey
$229K +$227K +29,722 New
UCFA
103
United Capital Financial Advisors
Texas
$228K -$2.59M -339,897 -92%
RRAM
104
River Road Asset Management
Kentucky
$228K +$54K +7,090 +32%
SS
105
Simplicity Solutions
Minnesota
$222K +$70.4K +9,233 +47%
QCG
106
Quadrant Capital Group
Ohio
$221K +$8.84K +1,160 +4%
GT
107
Glenmede Trust
Pennsylvania
$220K -$282K -36,989 -56%
CG
108
Caprock Group
Idaho
$208K +$16.1K +2,110 +8%
AP
109
Advisor Partners
California
$206K +$56.5K +7,414 +38%
CSS
110
Cubist Systematic Strategies
Connecticut
$199K -$57.3K -7,514 -23%
CI
111
Conning Inc
Connecticut
$191K -$8K -1,050 -4%
B
112
BancorpSouth
Mississippi
$187K
TD Asset Management
113
TD Asset Management
Ontario, Canada
$183K -$34.6K -4,538 -15%
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$181K +$1.32K +173 +0.7%
AI
115
Atria Investments
North Carolina
$180K +$34.8K +4,569 +24%
RWP
116
RWA Wealth Partners
Massachusetts
$171K +$169K +22,119 New
MC
117
Miles Capital
Iowa
$169K +$71.4K +9,364 +75%
SCM
118
Sterling Capital Management
North Carolina
$160K +$69.9K +9,171 +80%
IIC
119
Integrated Investment Consultants
Michigan
$158K
HIMCH
120
Hartford Investment Management Co (HIMCO)
Connecticut
$151K
DTL
121
Dynamic Technology Lab
Singapore
$149K +$147K +19,268 New
DWT
122
Dorsey & Whitney Trust
South Dakota
$145K -$511 -67 -0.4%
NFA
123
Nuveen Fund Advisors
Illinois
$143K -$1.94K -254 -1%
PVWM
124
Point View Wealth Management
New Jersey
$137K
PNC
125
Park National Corp
Ohio
$133K +$27.3K +3,583 +26%

SMFG Hedge Fund Activity: Q3 2017 in Review

195 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2017, worth a combined $1.41B — up 6.4% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SMFG positions and 19 closed out — a net gain of 5 holders — while 83 added to existing stakes and 49 trimmed.

The largest buyer was Bank of America, adding an estimated $64M. The largest seller was Arrowstreet Capital, cutting an estimated $8.69M.

  • 195 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2017, up from 194 in Q2 2017.
  • Funds reported $1.41B of Sumitomo Mitsui Financial stock for Q3 2017, up 6.4% quarter-over-quarter.
  • 24 funds opened new Sumitomo Mitsui Financial positions in Q3 2017 and 19 closed out, a net change of +5 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2017 was Bank of America, an estimated $64M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2017 was Arrowstreet Capital, an estimated $8.69M sold.

Based on aggregated 13F filings for Q3 2017.