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Sumitomo Mitsui Financial

231 hedge funds and large institutions have $1.54B invested in Sumitomo Mitsui Financial in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 67

1% more funds holding

Funds holding: 229231 (+2)

0.48% more ownership

Funds ownership: 13.53%14.01% (+0.48%)

5% less capital invested

Capital invested by funds: $1.63B → $1.54B (-$87M)

Holders
231
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
5.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
82
Reduced
67
Closed
28
Calls
$1.11M
Puts
Net Calls
+$1.11M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
126
Neuberger Berman Group
New York
$164K +$38.7K +4,656 +28%
Chevy Chase Trust
127
Chevy Chase Trust
Maryland
$160K +$5.26K +633 +3%
IIC
128
Integrated Investment Consultants
Michigan
$159K -$4.45K -536 -3%
RJFSA
129
Raymond James Financial Services Advisors
Florida
$153K +$163K +19,676 New
HIMCH
130
Hartford Investment Management Co (HIMCO)
Connecticut
$152K
1WA
131
180 Wealth Advisors
Washington
$151K -$24.2K -2,913 -13%
MCM
132
MAI Capital Management
Ohio
$149K
SCM
133
Sterling Capital Management
North Carolina
$149K +$18.8K +2,268 +13%
AAP
134
Arax Advisory Partners
Colorado
$147K +$32.2K +3,871 +26%
BF
135
BOK Financial
Oklahoma
$144K +$12.9K +1,555 +9%
TSS
136
Two Sigma Securities
New York
$143K -$304K -36,644 -67%
ZDA
137
Zweig-DiMenna Associates
New York
$139K +$149K +17,900 New
Capital Fund Management (CFM)
138
Capital Fund Management (CFM)
France
$138K +$147K +17,700 New
PCP
139
Proficio Capital Partners
Massachusetts
$120K -$4.66K -561 -3%
HH
140
Hilltop Holdings
Texas
$119K +$17.8K +2,144 +16%
CSS
141
Cubist Systematic Strategies
Connecticut
$116K +$124K +14,909 New
PNC
142
Park National Corp
Ohio
$115K -$8.43K -1,014 -6%
NFA
143
Nuveen Fund Advisors
Illinois
$106K -$10.4K -1,257 -8%
JCM
144
Jacobi Capital Management
Pennsylvania
$104K +$26.6K +3,197 +31%
BRWA
145
B. Riley Wealth Advisors
Florida
$104K +$110K +13,253 New
KeyBank National Association
146
KeyBank National Association
Ohio
$103K +$997 +120 +0.9%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$103K +$110K +13,295 New
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$102K +$23.8K +2,863 +28%
CGL
149
Clarius Group LLC
Washington
$101K +$108K +13,019 New
BCA
150
Berman Capital Advisors
Georgia
$97K +$5.04K +606 +5%

SMFG Hedge Fund Activity: Q2 2018 in Review

231 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2018, worth a combined $1.54B — down 5.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SMFG positions and 28 closed out — a net gain of 7 holders — while 82 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $28.7M. The largest seller was Bank of America, cutting an estimated $7.09M.

  • 231 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2018, up from 229 in Q1 2018.
  • Funds reported $1.54B of Sumitomo Mitsui Financial stock for Q2 2018, down 5.3% quarter-over-quarter.
  • 35 funds opened new Sumitomo Mitsui Financial positions in Q2 2018 and 28 closed out, a net change of +7 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2018 was Wells Fargo, an estimated $28.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2018 was Bank of America, an estimated $7.09M sold.

Based on aggregated 13F filings for Q2 2018.