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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

228 hedge funds and large institutions have $1.63B invested in Sumitomo Mitsui Financial in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
100
Reduced
59
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$20.7M
2
CI
Cambiar Investors
Colorado
+$9.67M
3
Lazard Asset Management
Lazard Asset Management
New York
+$6.74M
4
FWCM
Ferguson Wellman Capital Management
Oregon
+$6.56M
5
TAM
Todd Asset Management
Kentucky
+$3.85M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
-$8.86M
2
Bank of America
Bank of America
North Carolina
-$8.39M
3
RJA
Raymond James & Associates
Florida
-$4.74M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$4.61M
5
AS
Altshuler Shaham
Israel
-$4.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
126
Cadence Bank
Mississippi
$206K – – –
1WA
127
180 Wealth Advisors
Washington
$190K -$42.1K -4,943 -18%
IIC
128
Integrated Investment Consultants
Michigan
$179K +$179K +21,018 New
EDRH
129
Edmond de Rothschild Holding
Switzerland
$174K +$174K +20,600 New
Chevy Chase Trust
130
Chevy Chase Trust
Maryland
$169K +$72.6K +8,560 +75%
HIMCH
131
Hartford Investment Management Co (HIMCO)
Connecticut
$167K – – –
MCM
132
MAI Capital Management
Ohio
$163K – – –
LWA
133
Lenox Wealth Advisors
New York
$158K +$140K +16,575 +800%
VF
134
Virtu Financial
New York
$157K -$20.8K -2,436 -12%
GT
135
Glenmede Trust
Pennsylvania
$146K – – –
SCM
136
Sterling Capital Management
North Carolina
$144K -$39.2K -4,618 -21%
BF
137
BOK Financial
Oklahoma
$144K +$20.7K +2,439 +17%
IWP
138
Icon Wealth Partners
Texas
$141K +$9.41K +1,105 +7%
Neuberger Berman Group
139
Neuberger Berman Group
New York
$140K -$290 -34 -0.2%
PCP
140
Proficio Capital Partners
Massachusetts
$137K +$9.08K +1,064 +7%
PNC
141
Park National Corp
Ohio
$134K -$18.2K -2,144 -12%
ARTA
142
A.R.T. Advisors
New York
$133K +$133K +15,700 New
AAP
143
Arax Advisory Partners
Colorado
$128K -$10.8K -1,274 -8%
NFA
144
Nuveen Fund Advisors
Illinois
$126K -$10.4K -1,230 -8%
FLPIM
145
F.L. Putnam Investment Management
Massachusetts
$125K +$125K +14,745 New
SS
146
Simplicity Solutions
Minnesota
$123K -$133K -15,636 -52%
STA
147
Summit Trail Advisors
New York
$118K +$2.82K +348 +2%
CS
148
Comerica Securities
Michigan
$113K -$242K -28,521 -68%
HSBC Holdings
149
HSBC Holdings
United Kingdom
$113K +$24K +2,830 +27%
HH
150
Hilltop Holdings
Texas
$112K -$1.6K -189 -1%
4 5
6
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