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Sumitomo Mitsui Financial

170 hedge funds and large institutions have $519M invested in Sumitomo Mitsui Financial in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

0.34% less ownership

Funds ownership: 6.76%6.42% (-0.34%)

3% less funds holding

Funds holding: 176170 (-6)

10% less capital invested

Capital invested by funds: $575M → $519M (-$55.5M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

29% less call options, than puts

Call options by funds: $143K | Put options by funds: $200K

Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
59
Reduced
59
Closed
28
Calls
$143K
Puts
$200K
Net Calls
-$57K
Net Calls Change
+$5.91M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
126
AssetMark Inc
California
$32K -$4.35K -712 -11%
PCP
127
Proficio Capital Partners
Massachusetts
$32K +$23.3K +3,816 +238%
EFSCE
128
Enterprise Financial Services Corp (EFSC)
Missouri
$30K +$6.11K +1,000 +24%
HR
129
Howe & Rusling
New York
$28K
ZB
130
Zions Bancorporation
Utah
$21K -$12.2K -2,002 -36%
LIA
131
LS Investment Advisors
Michigan
$19K
CFG
132
Citizens Financial Group
Rhode Island
$19K +$3.27K +535 +19%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$18K
H
134
Hexavest
Quebec, Canada
$18K
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$17K +$1.58K +258 +10%
TDC
136
Thompson Davis & Co
Virginia
$13K
TWA
137
TCI Wealth Advisors
Arizona
$12K
SFG
138
SevenBridge Financial Group
Pennsylvania
$12K +$12.8K +2,100 New
RFWA
139
RPg Family Wealth Advisory
Massachusetts
$11.8K +$12.6K +2,067 New
MFS
140
MSI Financial Services
Massachusetts
$11K -$3.15K -516 -21%
WA
141
Winfield Associates
Ohio
$11K
CFA
142
Carroll Financial Associates
North Carolina
$10K
PSC
143
Prentiss Smith & Co
Vermont
$10K
TRCT
144
Tower Research Capital (TRC)
New York
$9K -$11K -1,800 -54%
WC
145
Whitnell & Co
Illinois
$9K +$1.77K +290 +22%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$9K +$3.22K +527 +45%
TA
147
Teachers Advisors
New York
$7K
WAM
148
Wealthspire Advisors (Maryland)
Maryland
$7K +$4.17K +682 +143%
IA
149
IFP Advisors
Florida
$7K +$7.25K +1,186 +1,348%
TCOV
150
Trust Company of Vermont
Vermont
$6K +$6.69K +1,095 New

SMFG Hedge Fund Activity: Q2 2016 in Review

170 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2016, worth a combined $519M — down 9.7% from $575M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SMFG and 23 opened new positions — a net loss of 5 holders — while 59 trimmed existing stakes and 59 added.

The largest buyer was Jane Street, adding an estimated $9.1M. The largest seller was Morgan Stanley, cutting an estimated $28.2M.

  • 170 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2016, down from 176 in Q1 2016.
  • Funds reported $519M of Sumitomo Mitsui Financial stock for Q2 2016, down 9.7% quarter-over-quarter.
  • 23 funds opened new Sumitomo Mitsui Financial positions in Q2 2016 and 28 closed out, a net change of -5 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2016 was Jane Street, an estimated $9.1M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2016 was Morgan Stanley, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2016.