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Sumitomo Mitsui Financial

228 hedge funds and large institutions have $1.62B invested in Sumitomo Mitsui Financial in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 101 increasing their positions, 34 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 34

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

18% more funds holding

Funds holding: 194228 (+34)

15% more capital invested

Capital invested by funds: $1.41B → $1.62B (+$216M)

0.28% more ownership

Funds ownership: 12.9%13.18% (+0.28%)

Holders
228
Holders Change
+34
Holders Change %
+17.53%
% of All Funds
5.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
58
Increased
101
Reduced
34
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGA
126
Premia Global Advisors
Florida
$215K +$201K +24,817 New
CB
127
Cadence Bank
Mississippi
$211K +$196K +24,237 New
LC
128
Lourd Capital
California
$206K +$192K +23,664 New
TSS
129
Two Sigma Securities
New York
$200K +$187K +23,053 New
ONB
130
Old National Bancorp
Indiana
$191K +$178K +22,023 New
MC
131
Miles Capital
Iowa
$190K
SCM
132
Sterling Capital Management
North Carolina
$188K +$7.27K +897 +4%
VF
133
Virtu Financial
New York
$181K +$62.8K +7,750 +59%
WIS
134
Wright Investors Service
Connecticut
$174K -$178K -21,915 -52%
HIMCH
135
Hartford Investment Management Co (HIMCO)
Connecticut
$170K
MCM
136
MAI Capital Management
Ohio
$167K +$155K +19,176 New
PNC
137
Park National Corp
Ohio
$156K +$5.71K +705 +4%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$147K +$137K +16,965 New
GT
139
Glenmede Trust
Pennsylvania
$146K -$95.9K -11,840 -41%
IWA
140
Intercontinental Wealth Advisors
Texas
$143K
Neuberger Berman Group
141
Neuberger Berman Group
New York
$143K +$15.9K +1,965 +14%
AAP
142
Arax Advisory Partners
Colorado
$142K +$3.15K +389 +2%
NFA
143
Nuveen Fund Advisors
Illinois
$140K -$19.6K -2,420 -13%
QT
144
Quantbot Technologies
New York
$139K +$126K +15,536 +3,107%
STA
145
Summit Trail Advisors
New York
$135K +$115K +14,191 New
IWP
146
Icon Wealth Partners
Texas
$134K +$125K +15,454 New
PAS
147
Park Avenue Securities
New York
$133K +$6.54K +807 +6%
PCP
148
Proficio Capital Partners
Massachusetts
$130K +$2.03K +250 +2%
BF
149
BOK Financial
Oklahoma
$127K +$118K +14,569 New
PP
150
Paloma Partners
Connecticut
$126K

SMFG Hedge Fund Activity: Q4 2017 in Review

228 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2017, worth a combined $1.62B — up 15% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SMFG positions and 22 closed out — a net gain of 36 holders — while 101 added to existing stakes and 34 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $17.4M. The largest seller was Bank of America, cutting an estimated $38.1M.

  • 228 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2017, up from 194 in Q3 2017.
  • Funds reported $1.62B of Sumitomo Mitsui Financial stock for Q4 2017, up 15% quarter-over-quarter.
  • 58 funds opened new Sumitomo Mitsui Financial positions in Q4 2017 and 22 closed out, a net change of +36 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2017 was Fisher Asset Management, an estimated $17.4M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2017 was Bank of America, an estimated $38.1M sold.

Based on aggregated 13F filings for Q4 2017.