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Sumitomo Mitsui Financial

179 hedge funds and large institutions have $658M invested in Sumitomo Mitsui Financial in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 6.38%6.41% (+0.03%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

5% less capital invested

Capital invested by funds: $689M → $658M (-$31.8M)

8% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 65

2% less funds holding

Funds holding: 182179 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
60
Reduced
65
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
126
Commerce Bank
Missouri
$76K +$81.6K +10,507 New
CP
127
Camelot Portfolios
Ohio
$75K -$2K -257 -2%
AI
128
Atria Investments
North Carolina
$74K -$7.28K -937 -8%
DWT
129
Dorsey & Whitney Trust
South Dakota
$73K
QCG
130
Quadrant Capital Group
Ohio
$73K +$7.84K +1,010 +10%
PAG
131
Private Advisor Group
New Jersey
$73K +$79.6K +10,243 New
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$71K +$41.1K +5,287 +118%
Manulife (Manufacturers Life Insurance)
133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70K -$1.53K -197 -2%
Creative Planning
134
Creative Planning
Kansas
$63K -$4.3K -554 -6%
AG
135
Advisor Group
Arizona
$59K -$10.8K -1,386 -14%
AAP
136
Arax Advisory Partners
Colorado
$54K +$27K +3,475 +85%
EFSCE
137
Enterprise Financial Services Corp (EFSC)
Missouri
$37K
HR
138
Howe & Rusling
New York
$32K -$1.45K -187 -4%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$29K +$6.53K +841 +27%
AssetMark Inc
140
AssetMark Inc
California
$28K +$6.93K +893 +31%
LIA
141
LS Investment Advisors
Michigan
$24K
H
142
Hexavest
Quebec, Canada
$22K
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$22K +$16.4K +2,117 +231%
PMFA
144
Plante Moran Financial Advisors
Michigan
$22K +$21.9K +2,820 +1,106%
RWML
145
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$18.1K -$2.27K -292 -10%
PA
146
Parallel Advisors
California
$18K +$5.75K +740 +47%
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16K +$17.2K +2,213 New
WA
148
Winfield Associates
Ohio
$15K -$1.86K -240 -11%
TDC
149
Thompson Davis & Co
Virginia
$15K -$847 -109 -5%
TWA
150
TCI Wealth Advisors
Arizona
$15K -$295 -38 -2%

SMFG Hedge Fund Activity: Q1 2017 in Review

179 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2017, worth a combined $658M — down 4.6% from $689M a quarter earlier.

Fund positioning in SMFG was balanced in Q1 2017: 24 funds opened new positions, 24 closed out, 60 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $18.5M. The largest seller was JP Morgan Chase, cutting an estimated $18.8M.

  • 179 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2017, down from 182 in Q4 2016.
  • Funds reported $658M of Sumitomo Mitsui Financial stock for Q1 2017, down 4.6% quarter-over-quarter.
  • 24 funds opened new Sumitomo Mitsui Financial positions in Q1 2017 and 24 closed out, a net change of 0 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2017 was Bank of America, an estimated $18.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2017 was JP Morgan Chase, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2017.