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Sumitomo Mitsui Financial

231 hedge funds and large institutions have $1.54B invested in Sumitomo Mitsui Financial in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 67

1% more funds holding

Funds holding: 229231 (+2)

0.48% more ownership

Funds ownership: 13.53%14.01% (+0.48%)

5% less capital invested

Capital invested by funds: $1.63B → $1.54B (-$87M)

Holders
231
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
5.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
82
Reduced
67
Closed
28
Calls
$1.11M
Puts
Net Calls
+$1.11M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BTW
101
Boston Trust Walden
Massachusetts
$306K
PWPS
102
Pinnacle Wealth Planning Services
Ohio
$300K +$12.7K +1,529 +4%
CG
103
Caprock Group
Idaho
$295K -$27.8K -3,345 -8%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$257K
RCA
105
Rowland Carmichael Advisors
Arizona
$257K
RJT
106
Raymond James Trust
Florida
$252K -$8.52K -1,026 -3%
FCI
107
Financial Counselors Inc
Kansas
$250K -$573 -69 -0.2%
DWT
108
Dorsey & Whitney Trust
South Dakota
$245K +$16.9K +2,032 +7%
RRAM
109
River Road Asset Management
Kentucky
$241K
QCG
110
Quadrant Capital Group
Ohio
$238K +$17.8K +2,137 +7%
OSAM
111
O'Shaughnessy Asset Management
Connecticut
$238K +$25.6K +3,080 +11%
LTFS
112
Ladenburg Thalmann Financial Services
Florida
$225K
TD Asset Management
113
TD Asset Management
Ontario, Canada
$220K -$90.2K -10,862 -26%
BG
114
Bahl & Gaynor
Ohio
$216K -$17.4K -2,100 -7%
CBU
115
CIBC Bank USA
Illinois
$214K -$24.6K -2,960 -10%
ONB
116
Old National Bancorp
Indiana
$214K +$3.91K +471 +2%
RCAG
117
Rehmann Capital Advisory Group
Michigan
$211K -$17.7K -2,134 -7%
LSAG
118
Lake Street Advisors Group
New Hampshire
$211K
SW
119
SVB Wealth
Massachusetts
$209K -$9.92K -1,194 -4%
HI
120
HBK Investments
Texas
$201K +$215K +25,830 New
MC
121
Miles Capital
Iowa
$197K -$1.59K -192 -0.8%
SS
122
Simplicity Solutions
Minnesota
$195K +$87.6K +10,539 +73%
CB
123
Cadence Bank
Mississippi
$188K
PAS
124
Park Avenue Securities
New York
$169K +$86.4K +10,404 +89%
AWM
125
Altium Wealth Management
New York
$166K +$177K +21,345 New

SMFG Hedge Fund Activity: Q2 2018 in Review

231 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2018, worth a combined $1.54B — down 5.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SMFG positions and 28 closed out — a net gain of 7 holders — while 82 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $28.7M. The largest seller was Bank of America, cutting an estimated $7.09M.

  • 231 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2018, up from 229 in Q1 2018.
  • Funds reported $1.54B of Sumitomo Mitsui Financial stock for Q2 2018, down 5.3% quarter-over-quarter.
  • 35 funds opened new Sumitomo Mitsui Financial positions in Q2 2018 and 28 closed out, a net change of +7 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2018 was Wells Fargo, an estimated $28.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2018 was Bank of America, an estimated $7.09M sold.

Based on aggregated 13F filings for Q2 2018.