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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

162 hedge funds and large institutions have $972M invested in Sumitomo Mitsui Financial in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+4
Holders Change %
+2.53%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
25
Increased
63
Reduced
46
Closed
20
Calls
$4.59M
Puts
$49.2B
Net Calls
-$49.2B
Net Calls Change
-$49.2B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$130M
2
CI
Cambiar Investors
Colorado
$38.7M
3
AG
Aperio Group
California
$11M
4
Lazard Asset Management
Lazard Asset Management
New York
$101M
5
CGT
Capital Guardian Trust
California
$11.8M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$160K
2
SC
Seawolf Capital
New York
$0
3
AIM
abrdn Investment Management
United Kingdom
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$0
5
FWCM
Ferguson Wellman Capital Management
Oregon
$944K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$113K +$80.4K +9,255 +246%
CIA
127
Choate Investment Advisors
Massachusetts
$110K – – –
RJT
128
Raymond James Trust
Florida
$98K +$98K +11,341 New
SCA
129
Salient Capital Advisors
Texas
$94K – – –
NEPWA
130
New England Private Wealth Advisors
Massachusetts
$90K – – –
1GA
131
1st Global Advisors
Texas
$88K +$88K +10,130 New
GT
132
Glenmede Trust
Pennsylvania
$75K – – –
Group One Trading
133
Group One Trading
Illinois
$68K +$19.9K +2,285 +41%
CTC
134
Central Trust Company
Missouri
$58K +$22K +2,558 +61%
HR
135
Howe & Rusling
New York
$53K +$9.29K +1,072 +21%
WT
136
Whittier Trust
California
$50K – – –
CFG
137
CKW Financial Group
Hawaii
$49K – – –
AIG
138
American International Group
New York
$45.8K +$43.1K +4,988 +1,619%
TRCT
139
Tower Research Capital (TRC)
New York
$45K +$45K +5,179 New
EFSCE
140
Enterprise Financial Services Corp (EFSC)
Missouri
$32K – – –
LIA
141
LS Investment Advisors
Michigan
$28K – – –
ACS
142
Archford Capital Strategies
Illinois
$27.5K +$27.5K +3,181 New
H
143
Hexavest
Quebec, Canada
$27K – – –
WTB
144
Washington Trust Bank
Washington
$25K +$25K +2,940 New
Nomura Holdings
145
Nomura Holdings
Japan
$21K +$21K +2,400 New
TWA
146
TCI Wealth Advisors
Arizona
$19K – – –
M&T Bank
147
M&T Bank
New York
$19K +$788 +92 +4%
KT
148
Kanaly Trust
Texas
$16K +$12.2K +1,430 +318%
Barclays
149
Barclays
United Kingdom
$13K -$1.6M -199,916 -99%
DADC
150
D.A. Davidson & Co
Montana
$13K -$9.07K -1,164 -41%
4 5
6
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