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Sumitomo Mitsui Financial

230 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

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

0% more funds holding

Funds holding: 229230 (+1)

0.36% more ownership

Funds ownership: 13.18%13.53% (+0.36%)

0% more capital invested

Capital invested by funds: $1.62B → $1.63B (+$4.25M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.27%
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
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
126
Atlas Capital Advisors
Wyoming
$209K +$220K +24,616 New
CB
127
Cadence Bank
Mississippi
$206K
1WA
128
180 Wealth Advisors
Washington
$190K -$44.2K -4,943 -18%
IIC
129
Integrated Investment Consultants
Michigan
$179K +$188K +21,018 New
EDRH
130
Edmond de Rothschild Holding
Switzerland
$174K +$184K +20,600 New
Chevy Chase Trust
131
Chevy Chase Trust
Maryland
$169K +$76.5K +8,560 +75%
HIMCH
132
Hartford Investment Management Co (HIMCO)
Connecticut
$167K
MCM
133
MAI Capital Management
Ohio
$163K
LWA
134
Lenox Wealth Advisors
New York
$158K +$148K +16,575 +800%
VF
135
Virtu Financial
New York
$157K -$21.8K -2,436 -12%
GT
136
Glenmede Trust
Pennsylvania
$146K
SCM
137
Sterling Capital Management
North Carolina
$144K -$41.3K -4,618 -21%
BF
138
BOK Financial
Oklahoma
$144K +$21.8K +2,439 +17%
IWP
139
Icon Wealth Partners
Texas
$141K +$9.87K +1,105 +7%
Neuberger Berman Group
140
Neuberger Berman Group
New York
$140K -$304 -34 -0.2%
PCP
141
Proficio Capital Partners
Massachusetts
$137K +$9.51K +1,064 +7%
PNC
142
Park National Corp
Ohio
$134K -$19.2K -2,144 -12%
ARTA
143
A.R.T. Advisors
New York
$133K +$140K +15,700 New
AAP
144
Arax Advisory Partners
Colorado
$128K -$11.4K -1,274 -8%
NFA
145
Nuveen Fund Advisors
Illinois
$126K -$11K -1,230 -8%
FLPIM
146
F.L. Putnam Investment Management
Massachusetts
$125K +$132K +14,745 New
SS
147
Simplicity Solutions
Minnesota
$123K -$140K -15,636 -52%
STA
148
Summit Trail Advisors
New York
$118K +$3.11K +348 +2%
CS
149
Comerica Securities
Michigan
$113K -$255K -28,521 -68%
HSBC Holdings
150
HSBC Holdings
United Kingdom
$113K +$25.3K +2,830 +27%

SMFG Hedge Fund Activity: Q1 2018 in Review

230 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2018, worth a combined $1.63B — up 0.26% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SMFG positions and 27 closed out — a net gain of 3 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $21.7M. The largest seller was Natixis Advisors, cutting an estimated $9.32M.

  • 230 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2018, up from 229 in Q4 2017.
  • Funds reported $1.63B of Sumitomo Mitsui Financial stock for Q1 2018, up 0.26% quarter-over-quarter.
  • 30 funds opened new Sumitomo Mitsui Financial positions in Q1 2018 and 27 closed out, a net change of +3 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2018 was Fisher Asset Management, an estimated $21.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2018 was Natixis Advisors, an estimated $9.32M sold.

Based on aggregated 13F filings for Q1 2018.