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Sumitomo Mitsui Financial

228 hedge funds and large institutions have $1.62B invested in Sumitomo Mitsui Financial in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 101 increasing their positions, 34 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 34

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

18% more funds holding

Funds holding: 194228 (+34)

15% more capital invested

Capital invested by funds: $1.41B → $1.62B (+$216M)

0.28% more ownership

Funds ownership: 12.9%13.18% (+0.28%)

Holders
228
Holders Change
+34
Holders Change %
+17.53%
% of All Funds
5.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
58
Increased
101
Reduced
34
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVT
101
Genesee Valley Trust
New York
$366K -$8.4K -1,037 -2%
CS
102
Comerica Securities
Michigan
$363K -$4.46K -550 -1%
UCFA
103
United Capital Financial Advisors
Texas
$348K +$85.3K +10,527 +36%
BTW
104
Boston Trust Walden
Massachusetts
$325K +$303K +37,385 New
FWCM
105
Ferguson Wellman Capital Management
Oregon
$310K
SW
106
SVB Wealth
Massachusetts
$295K +$10K +1,234 +4%
RJT
107
Raymond James Trust
Florida
$294K -$10.6K -1,312 -4%
LPL Financial
108
LPL Financial
California
$291K -$737 -91 -0.3%
RRAM
109
River Road Asset Management
Kentucky
$289K +$29.4K +3,627 +12%
RFS
110
Rockefeller Financial Services
New York
$287K
RCA
111
Rowland Carmichael Advisors
Arizona
$287K
YMRC
112
Yorktown Management & Research Company
Virginia
$287K
TD Asset Management
113
TD Asset Management
Ontario, Canada
$287K +$117K +14,465 +57%
CBU
114
CIBC Bank USA
Illinois
$265K +$247K +30,461 New
CG
115
Caprock Group
Idaho
$262K +$4.63K +571 +2%
SS
116
Simplicity Solutions
Minnesota
$262K +$10.4K +1,280 +4%
BG
117
Bahl & Gaynor
Ohio
$259K
RCAG
118
Rehmann Capital Advisory Group
Michigan
$258K +$240K +29,649 New
DWT
119
Dorsey & Whitney Trust
South Dakota
$257K +$87.3K +10,775 +57%
QCG
120
Quadrant Capital Group
Ohio
$253K +$2.39K +295 +1%
LTFS
121
Ladenburg Thalmann Financial Services
Florida
$242K +$33.6K +4,151 +18%
1WA
122
180 Wealth Advisors
Washington
$237K +$221K +27,274 New
LSAG
123
Lake Street Advisors Group
New Hampshire
$237K +$221K +27,320 New
RJFSA
124
Raymond James Financial Services Advisors
Florida
$224K +$109K +13,426 +109%
FCI
125
Financial Counselors Inc
Kansas
$221K +$206K +25,411 New

SMFG Hedge Fund Activity: Q4 2017 in Review

228 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2017, worth a combined $1.62B — up 15% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SMFG positions and 22 closed out — a net gain of 36 holders — while 101 added to existing stakes and 34 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $17.4M. The largest seller was Bank of America, cutting an estimated $38.1M.

  • 228 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2017, up from 194 in Q3 2017.
  • Funds reported $1.62B of Sumitomo Mitsui Financial stock for Q4 2017, up 15% quarter-over-quarter.
  • 58 funds opened new Sumitomo Mitsui Financial positions in Q4 2017 and 22 closed out, a net change of +36 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2017 was Fisher Asset Management, an estimated $17.4M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2017 was Bank of America, an estimated $38.1M sold.

Based on aggregated 13F filings for Q4 2017.