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Sumitomo Mitsui Financial

195 hedge funds and large institutions have $1.41B invested in Sumitomo Mitsui Financial in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 49

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $1.32B → $1.41B (+$84.2M)

1% more ownership

Funds ownership: 11.9%12.9% (+1%)

1% more funds holding

Funds holding: 194195 (+1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
195
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
4.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
83
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
126
Intercontinental Wealth Advisors
Texas
$127K -$22.8K -2,985 -15%
AAP
127
Arax Advisory Partners
Colorado
$123K +$3.32K +436 +3%
EMG
128
Ellington Management Group
Connecticut
$119K +$117K +15,400 New
PCP
129
Proficio Capital Partners
Massachusetts
$114K -$26.1K -3,426 -19%
Neuberger Berman Group
130
Neuberger Berman Group
New York
$112K -$6.21K -815 -5%
PP
131
Paloma Partners
Connecticut
$112K
PAS
132
Park Avenue Securities
New York
$110K +$8.06K +1,058 +8%
Pacer Advisors
133
Pacer Advisors
Pennsylvania
$109K
VF
134
Virtu Financial
New York
$101K +$100K +13,117 New
ATC
135
Argent Trust Co
Tennessee
$97K +$1.45K +190 +2%
RJFSA
136
Raymond James Financial Services Advisors
Florida
$95K +$12.7K +1,670 +16%
PAG
137
Private Advisor Group
New Jersey
$95K +$94.2K +12,354 New
GC
138
Gilbert & Cook
Iowa
$93K -$89.3K -11,717 -49%
Chevy Chase Trust
139
Chevy Chase Trust
Maryland
$93K
BTIS
140
BB&T Investment Services
North Carolina
$85K +$76 +10 +0.1%
CB
141
Commerce Bank
Missouri
$81K
First Trust Advisors
142
First Trust Advisors
Illinois
$77K -$1.58K -208 -2%
AssetMark Inc
143
AssetMark Inc
California
$64K +$10.9K +1,436 +21%
ZB
144
Zions Bancorporation
Utah
$62K +$55.7K +7,303 +1,069%
SFM
145
Signature Financial Management
Virginia
$54K +$96.9K +12,716 New
HR
146
Howe & Rusling
New York
$53K
MPWT
147
MassMutual Private Wealth & Trust
Connecticut
$52.3K +$47.8K +6,275 +1,235%
PMFA
148
Plante Moran Financial Advisors
Michigan
$40K +$38.8K +5,093 +3,286%
PA
149
Parallel Advisors
California
$39K -$625 -82 -2%
IA
150
IFP Advisors
Florida
$36K +$10.5K +1,383 +41%

SMFG Hedge Fund Activity: Q3 2017 in Review

195 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2017, worth a combined $1.41B — up 6.4% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SMFG positions and 19 closed out — a net gain of 5 holders — while 83 added to existing stakes and 49 trimmed.

The largest buyer was Bank of America, adding an estimated $64M. The largest seller was Arrowstreet Capital, cutting an estimated $8.69M.

  • 195 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2017, up from 194 in Q2 2017.
  • Funds reported $1.41B of Sumitomo Mitsui Financial stock for Q3 2017, up 6.4% quarter-over-quarter.
  • 24 funds opened new Sumitomo Mitsui Financial positions in Q3 2017 and 19 closed out, a net change of +5 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2017 was Bank of America, an estimated $64M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2017 was Arrowstreet Capital, an estimated $8.69M sold.

Based on aggregated 13F filings for Q3 2017.