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Sumitomo Mitsui Financial

167 hedge funds and large institutions have $1.17B invested in Sumitomo Mitsui Financial in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 32

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $960M → $1.17B (+$211M)

9% more funds holding

Funds holding: 153167 (+14)

1.33% more ownership

Funds ownership: 9.26%10.58% (+1.3%)

99% less call options, than puts

Call options by funds: $23K | Put options by funds: $3.41M

Holders
167
Holders Change
+14
Holders Change %
+9.15%
% of All Funds
4.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
79
Reduced
32
Closed
18
Calls
$23K
Puts
$3.41M
Net Calls
-$3.39M
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
CBN
126
Cadence Bank NA
Texas
$97K +$93.3K +12,474 New
KeyBank National Association
127
KeyBank National Association
Ohio
$97K +$93.8K +12,545 New
V
128
Veritable
Delaware
$80K +$77.7K +10,387 New
BC
129
Bartlett & Co
Ohio
$74K
Deutsche Bank
130
Deutsche Bank
Germany
$73K -$250K -33,437 -78%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$58K -$8.88K -1,187 -14%
ZB
132
Zions Bancorporation
Utah
$57K +$55.1K +7,371 New
TJHA
133
Thomas J. Herzfeld Advisors
Florida
$49K +$35.4K +4,738 +307%
KT
134
Kanaly Trust
Texas
$43K +$18.4K +2,456 +80%
ACS
135
Archford Capital Strategies
Illinois
$41.5K
EFSCE
136
Enterprise Financial Services Corp (EFSC)
Missouri
$41K +$13.5K +1,800 +51%
HR
137
Howe & Rusling
New York
$39K
CFG
138
CKW Financial Group
Hawaii
$32K
QT
139
Quantbot Technologies
New York
$30K +$3.74K +500 +14%
IC
140
Intersect Capital
California
$29K
LIA
141
LS Investment Advisors
Michigan
$25K
H
142
Hexavest
Quebec, Canada
$24K
AIG
143
American International Group
New York
$22K +$1.09K +146 +5%
TWA
144
TCI Wealth Advisors
Arizona
$16K +$15.8K +2,114 New
TDC
145
Thompson Davis & Co
Virginia
$14K
NFG
146
Next Financial Group
Texas
$12K
Barclays
147
Barclays
United Kingdom
$10K -$186K -24,892 -94%
ASN
148
Advisory Services Network
Georgia
$8K -$37.5K -5,018 -84%
S
149
SignatureFD
Georgia
$8K +$75 +10 +1%
FHA
150
First Horizon Advisors
Tennessee
$7K -$905 -121 -11%

SMFG Hedge Fund Activity: Q1 2015 in Review

167 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2015, worth a combined $1.17B — up 22% from $960M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SMFG positions and 18 closed out — a net gain of 15 holders — while 79 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.6M. The largest seller was Two Sigma Investments, cutting an estimated $8.93M.

  • 167 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2015, up from 153 in Q4 2014.
  • Funds reported $1.17B of Sumitomo Mitsui Financial stock for Q1 2015, up 22% quarter-over-quarter.
  • 33 funds opened new Sumitomo Mitsui Financial positions in Q1 2015 and 18 closed out, a net change of +15 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2015 was Morgan Stanley, an estimated $37.6M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2015 was Two Sigma Investments, an estimated $8.93M sold.

Based on aggregated 13F filings for Q1 2015.