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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

180 hedge funds and large institutions have $689M invested in Sumitomo Mitsui Financial in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+16
Holders Change %
+9.76%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
42
Increased
55
Reduced
57
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$57.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$52.6M
3
PPA
3
Parametric Portfolio Associates
Washington
$32.2M
4
Bank of America
4
Bank of America
North Carolina
$74.7M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$3.4M

Top Sellers

1
JG
1
Jefferies Group
New York
$10.9M
2
NMC
2
Nine Masts Capital
Hong Kong
$50.2M
3
GT
3
Glenmede Trust
Pennsylvania
$770K
4
Lazard Asset Management
4
Lazard Asset Management
New York
$106M
5
FGP
5
Foyston, Gordon, & Payne
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
126
BBR Partners
New York
$83K +$83K +10,845 New
CCIA
127
Campbell & Co Investment Adviser
Maryland
$82K +$82K +10,782 New
CP
128
Camelot Portfolios
Ohio
$81K -$721 -94 -0.9%
SI
129
Stephens Inc
Arkansas
$81K +$81K +10,624 New
DWT
130
Dorsey & Whitney Trust
South Dakota
$77K – – –
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$76K -$38.5K -5,008 -34%
Daiwa Securities Group
132
Daiwa Securities Group
Japan
$76K +$76K +10,000 New
AG
133
Advisor Group
Arizona
$72K +$21.8K +2,910 +43%
Creative Planning
134
Creative Planning
Kansas
$70K +$54.2K +7,126 +344%
QCG
135
Quadrant Capital Group
Ohio
$68K +$54 +8 +0.1%
PCP
136
Proficio Capital Partners
Massachusetts
$48K +$7.03K +929 +17%
QT
137
Quantbot Technologies
New York
$48K +$48K +6,351 New
ZB
138
Zions Bancorporation
Utah
$46K -$4.09K -529 -8%
MCM
139
McKinley Capital Management
Alaska
$40K -$11.4K -1,480 -22%
EFSCE
140
Enterprise Financial Services Corp (EFSC)
Missouri
$39K -$4.89K -644 -11%
HR
141
Howe & Rusling
New York
$35K – – –
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$34K +$27.4K +3,608 +412%
PWM
143
Perigon Wealth Management
California
$32K – – –
AAP
144
Arax Advisory Partners
Colorado
$31K +$31K +4,085 New
LIA
145
LS Investment Advisors
Michigan
$25K – – –
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$24K – – –
H
147
Hexavest
Quebec, Canada
$24K – – –
AssetMark Inc
148
AssetMark Inc
California
$22K -$6.82K -902 -24%
TDC
149
Thompson Davis & Co
Virginia
$17K – – –
WA
150
Winfield Associates
Ohio
$17K +$2.43K +320 +17%
4 5
6
7 8