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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

227 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, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+34
Holders Change %
+17.62%
% of All Funds
5.16%
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
33
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$460M
2
TAM
2
Todd Asset Management
Kentucky
$12.5M
3
Franklin Resources
3
Franklin Resources
California
$11.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$82.5M
5
TRSOTSOK
5
Teachers Retirement System of the State of Kentucky
Kentucky
$8.53M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$177M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.64M
3
Deutsche Bank
3
Deutsche Bank
Germany
$845K
4
CBT
4
Capital Bank & Trust
California
$2.39M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
101
Comerica Securities
Michigan
$363K -$4.77K -550 -1%
UCFA
102
United Capital Financial Advisors
Texas
$348K +$91.5K +10,527 +36%
BTW
103
Boston Trust Walden
Massachusetts
$325K +$325K +37,385 New
FWCM
104
Ferguson Wellman Capital Management
Oregon
$310K – – –
SW
105
SVB Wealth
Massachusetts
$295K +$10.7K +1,234 +4%
RJT
106
Raymond James Trust
Florida
$294K -$11.4K -1,312 -4%
LPL Financial
107
LPL Financial
California
$291K -$792 -91 -0.3%
RRAM
108
River Road Asset Management
Kentucky
$289K +$31.6K +3,627 +12%
RFS
109
Rockefeller Financial Services
New York
$287K – – –
RCA
110
Rowland Carmichael Advisors
Arizona
$287K – – –
YMRC
111
Yorktown Management & Research Company
Virginia
$287K – – –
TD Asset Management
112
TD Asset Management
Ontario, Canada
$287K +$104K +14,465 +57%
CBU
113
CIBC Bank USA
Illinois
$265K +$265K +30,461 New
CG
114
Caprock Group
Idaho
$262K +$5.43K +571 +2%
SS
115
Simplicity Solutions
Minnesota
$262K +$11.1K +1,280 +4%
BG
116
Bahl & Gaynor
Ohio
$259K – – –
RCAG
117
Rehmann Capital Advisory Group
Michigan
$258K +$258K +29,649 New
DWT
118
Dorsey & Whitney Trust
South Dakota
$257K +$93.7K +10,775 +57%
QCG
119
Quadrant Capital Group
Ohio
$253K +$2.48K +295 +1%
LTFS
120
Ladenburg Thalmann Financial Services
Florida
$242K +$36.2K +4,151 +18%
1WA
121
180 Wealth Advisors
Washington
$237K +$237K +27,274 New
LSAG
122
Lake Street Advisors Group
New Hampshire
$237K +$237K +27,320 New
RJFSA
123
Raymond James Financial Services Advisors
Florida
$224K +$117K +13,426 +109%
FCI
124
Financial Counselors Inc
Kansas
$221K +$221K +25,411 New
PGA
125
Premia Global Advisors
Florida
$215K +$215K +24,817 New
3 4
5
6 7