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Sumitomo Mitsui Financial

230 hedge funds and large institutions have $1.63B invested in Sumitomo Mitsui Financial in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

0% more funds holding

Funds holding: 229230 (+1)

0.36% more ownership

Funds ownership: 13.18%13.53% (+0.36%)

0% more capital invested

Capital invested by funds: $1.62B → $1.63B (+$4.25M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
100
Reduced
59
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
Caprock Group
Idaho
$343K +$115K +12,855 +47%
Cerity Partners
102
Cerity Partners
New York
$342K -$36.1K -4,035 -9%
BTW
103
Boston Trust Walden
Massachusetts
$334K +$17.4K +1,950 +5%
PWPS
104
Pinnacle Wealth Planning Services
Ohio
$314K +$254K +28,411 +330%
CCA
105
Checchi Capital Advisers
California
$310K -$94.3K -10,558 -22%
TD Asset Management
106
TD Asset Management
Ontario, Canada
$298K +$14.1K +1,574 +4%
RJT
107
Raymond James Trust
Florida
$284K -$4.15K -464 -1%
RCA
108
Rowland Carmichael Advisors
Arizona
$281K
YMRC
109
Yorktown Management & Research Company
Virginia
$281K
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$281K +$296K +33,082 New
LPL Financial
111
LPL Financial
California
$276K -$8.29K -928 -3%
FCI
112
Financial Counselors Inc
Kansas
$274K +$60.7K +6,793 +27%
RRAM
113
River Road Asset Management
Kentucky
$263K -$19.9K -2,225 -7%
CBU
114
CIBC Bank USA
Illinois
$259K
BG
115
Bahl & Gaynor
Ohio
$254K
DWT
116
Dorsey & Whitney Trust
South Dakota
$251K
RCAG
117
Rehmann Capital Advisory Group
Michigan
$249K -$2.81K -314 -1%
QCG
118
Quadrant Capital Group
Ohio
$247K -$491 -55 -0.2%
SW
119
SVB Wealth
Massachusetts
$239K -$52.2K -5,844 -17%
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$234K +$181K +20,302 +282%
LSAG
121
Lake Street Advisors Group
New Hampshire
$231K -$1.5K -168 -0.6%
ONB
122
Old National Bancorp
Indiana
$231K +$45.6K +5,107 +23%
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$225K -$10.5K -1,175 -4%
MC
124
Miles Capital
Iowa
$217K +$32K +3,586 +16%
PGA
125
Premia Global Advisors
Florida
$210K

SMFG Hedge Fund Activity: Q1 2018 in Review

230 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2018, worth a combined $1.63B — up 0.26% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SMFG positions and 27 closed out — a net gain of 3 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $21.7M. The largest seller was Natixis Advisors, cutting an estimated $9.32M.

  • 230 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2018, up from 229 in Q4 2017.
  • Funds reported $1.63B of Sumitomo Mitsui Financial stock for Q1 2018, up 0.26% quarter-over-quarter.
  • 30 funds opened new Sumitomo Mitsui Financial positions in Q1 2018 and 27 closed out, a net change of +3 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2018 was Fisher Asset Management, an estimated $21.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2018 was Natixis Advisors, an estimated $9.32M sold.

Based on aggregated 13F filings for Q1 2018.