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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

162 hedge funds and large institutions have $1.08B invested in Sumitomo Mitsui Financial in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
69
Reduced
40
Closed
11
Calls
$11.1M
Puts
$7.85M
Net Calls
+$3.23M
Net Calls Change
+$48B

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
$108M
2
Lazard Asset Management
Lazard Asset Management
New York
$113M
3
Morgan Stanley
Morgan Stanley
New York
$143M
4
Wells Fargo
Wells Fargo
California
$52.4M
5
CI
Cambiar Investors
Colorado
$76.4M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$8.07M
2
NM
Nokota Management
New York
$4.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$2.28M
4
Millennium Management
Millennium Management
New York
$919K
5
HCMT
Highland Capital Management (Texas)
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$112K +$112K +13,655 New
ST
127
Spot Trading
Illinois
$108K -$379K -46,204 -78%
CIA
128
Choate Investment Advisors
Massachusetts
$105K – – –
UCFA
129
United Capital Financial Advisors
Texas
$104K +$104K +12,729 New
BSW
130
Buckingham Strategic Wealth
Missouri
$97K +$97K +11,827 New
NEPWA
131
New England Private Wealth Advisors
Massachusetts
$85K – – –
PG
132
PEAK6 Group
Illinois
$70K -$264K -31,982 -79%
Acadian Asset Management
133
Acadian Asset Management
Massachusetts
$62K -$50.9K -6,201 -45%
AIG
134
American International Group
New York
$50.8K +$3.25K +396 +7%
CFG
135
CKW Financial Group
Hawaii
$46K – – –
HR
136
Howe & Rusling
New York
$41K – – –
CTC
137
Central Trust Company
Missouri
$38K -$41 -5 -0.1%
EFSCE
138
Enterprise Financial Services Corp (EFSC)
Missouri
$31K – – –
Group One Trading
139
Group One Trading
Illinois
$28K -$26.1K -3,230 -48%
LIA
140
LS Investment Advisors
Michigan
$27K – – –
ACS
141
Archford Capital Strategies
Illinois
$26K – – –
H
142
Hexavest
Quebec, Canada
$25K – – –
KT
143
Kanaly Trust
Texas
$23K +$3.22K +392 +16%
NFG
144
Next Financial Group
Texas
$22K +$22K +2,622 New
Nordea Investment Management
145
Nordea Investment Management
Sweden
$20K -$88.9K -10,894 -82%
TWA
146
TCI Wealth Advisors
Arizona
$18K – – –
WEC
147
Winslow Evans & Crocker
Massachusetts
$15.8K +$15.2K +1,853 +2,610%
TDC
148
Thompson Davis & Co
Virginia
$14K +$14K +1,757 New
WTB
149
Washington Trust Bank
Washington
$12K – – –
FHA
150
First Horizon Advisors
Tennessee
$8K +$2.75K +368 +52%
3 4 5
6
7