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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

192 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, 78 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+15
Holders Change %
+8.47%
% of All Funds
4.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
42
Increased
78
Reduced
42
Closed
25
Calls
$83K
Puts
–
Net Calls
+$83K
Net Calls Change
+$83K

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$385M
2
CI
Cambiar Investors
Colorado
+$183M
3
Bank of America
Bank of America
North Carolina
+$35.4M
4
Wells Fargo
Wells Fargo
California
+$15.4M
5
Northern Trust
Northern Trust
Illinois
+$12.3M

Top Sellers

1
NMC
Nine Masts Capital
Hong Kong
-$33.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$25.3M
3
JG
Jefferies Group
New York
-$8.89M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.47M
5
CGT
Capital Guardian Trust
California
-$5.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
126
Atria Investments
North Carolina
$147K +$67.2K +8,549 +84%
PCP
127
Proficio Capital Partners
Massachusetts
$142K +$60.9K +7,791 +75%
PVWM
128
Point View Wealth Management
New Jersey
$140K – – –
PSUF
129
People's United Financial
Connecticut
$134K +$134K +17,001 New
AAP
130
Arax Advisory Partners
Colorado
$122K +$62.8K +8,017 +106%
Neuberger Berman Group
131
Neuberger Berman Group
New York
$120K +$120K +15,320 New
PP
132
Paloma Partners
Connecticut
$114K -$167K -21,183 -59%
Pacer Advisors
133
Pacer Advisors
Pennsylvania
$112K -$7.49K -949 -6%
PNC
134
Park National Corp
Ohio
$107K +$107K +13,616 New
PAS
135
Park Avenue Securities
New York
$105K +$105K +13,266 New
MC
136
Miles Capital
Iowa
$99K – – –
ATC
137
Argent Trust Co
Tennessee
$97K +$97K +12,422 New
Chevy Chase Trust
138
Chevy Chase Trust
Maryland
$95K – – –
SCM
139
Sterling Capital Management
North Carolina
$91K -$15.6K -1,972 -15%
RBC
140
Ronald Blue & Co
Georgia
$91K +$91K +11,675 New
LWM
141
Lenox Wealth Management
Ohio
$90K +$90K +11,348 New
SI
142
Stephens Inc
Arkansas
$88K +$1.61K +205 +2%
Creative Planning
143
Creative Planning
Kansas
$86K +$17.8K +2,249 +26%
BTIS
144
BB&T Investment Services
North Carolina
$86K +$79.8K +10,152 +1,277%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$84K +$84K +10,671 New
OA
146
Opes Advisors
California
$83K +$83K +10,928 New
CB
147
Commerce Bank
Missouri
$82K – – –
First Trust Advisors
148
First Trust Advisors
Illinois
$80K -$1.93K -247 -2%
HW
149
Hancock Whitney
Mississippi
$80K +$80K +10,181 New
HR
150
Howe & Rusling
New York
$54K +$19.4K +2,480 +56%
4 5
6
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