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Sumitomo Mitsui Financial

194 hedge funds and large institutions have $1.32B invested in Sumitomo Mitsui Financial in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more capital invested

Capital invested by funds: $658M → $1.32B (+$665M)

88% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 42

68% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 25

8% more funds holding

Funds holding: 179194 (+15)

5.49% more ownership

Funds ownership: 6.41%11.9% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
194
Holders Change
+15
Holders Change %
+8.38%
% of All Funds
4.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
79
Reduced
42
Closed
25
Calls
$83K
Puts
Net Calls
+$83K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
126
Dorsey & Whitney Trust
South Dakota
$148K +$65.2K +8,778 +87%
AI
127
Atria Investments
North Carolina
$147K +$63.5K +8,549 +84%
PCP
128
Proficio Capital Partners
Massachusetts
$142K +$57.9K +7,791 +75%
PVWM
129
Point View Wealth Management
New Jersey
$140K
PSUF
130
People's United Financial
Connecticut
$134K +$126K +17,001 New
AAP
131
Arax Advisory Partners
Colorado
$122K +$59.6K +8,017 +106%
Neuberger Berman Group
132
Neuberger Berman Group
New York
$120K +$114K +15,320 New
PP
133
Paloma Partners
Connecticut
$114K -$157K -21,183 -59%
Pacer Advisors
134
Pacer Advisors
Pennsylvania
$112K -$7.05K -949 -6%
PNC
135
Park National Corp
Ohio
$107K +$101K +13,616 New
PAS
136
Park Avenue Securities
New York
$105K +$98.6K +13,266 New
MC
137
Miles Capital
Iowa
$99K
ATC
138
Argent Trust Co
Tennessee
$97K +$92.3K +12,422 New
Chevy Chase Trust
139
Chevy Chase Trust
Maryland
$95K
SCM
140
Sterling Capital Management
North Carolina
$91K -$14.7K -1,972 -15%
RBC
141
Ronald Blue & Co
Georgia
$91K +$86.7K +11,675 New
LWM
142
Lenox Wealth Management
Ohio
$90K +$84.3K +11,348 New
SI
143
Stephens Inc
Arkansas
$88K +$1.52K +205 +2%
Creative Planning
144
Creative Planning
Kansas
$86K +$16.7K +2,249 +26%
BTIS
145
BB&T Investment Services
North Carolina
$86K +$75.4K +10,152 +1,277%
RJFSA
146
Raymond James Financial Services Advisors
Florida
$84K +$79.3K +10,671 New
OA
147
Opes Advisors
California
$83K +$81.2K +10,928 New
CB
148
Commerce Bank
Missouri
$82K
First Trust Advisors
149
First Trust Advisors
Illinois
$80K -$1.83K -247 -2%
HW
150
Hancock Whitney
Mississippi
$80K +$75.6K +10,181 New

SMFG Hedge Fund Activity: Q2 2017 in Review

194 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2017, worth a combined $1.32B — up 101% from $658M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SMFG positions and 25 closed out — a net gain of 17 holders — while 79 added to existing stakes and 42 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $364M. The largest seller was Nine Masts Capital, cutting an estimated $32.1M.

  • 194 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2017, up from 179 in Q1 2017.
  • Funds reported $1.32B of Sumitomo Mitsui Financial stock for Q2 2017, up 101% quarter-over-quarter.
  • 42 funds opened new Sumitomo Mitsui Financial positions in Q2 2017 and 25 closed out, a net change of +17 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2017 was Fisher Asset Management, an estimated $364M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2017 was Nine Masts Capital, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2017.