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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

162 hedge funds and large institutions have $972M invested in Sumitomo Mitsui Financial in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+4
Holders Change %
+2.53%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
25
Increased
63
Reduced
46
Closed
20
Calls
$4.59M
Puts
$49.2B
Net Calls
-$49.2B
Net Calls Change
-$49.2B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$130M
2
CI
Cambiar Investors
Colorado
$38.7M
3
AG
Aperio Group
California
$11M
4
Lazard Asset Management
Lazard Asset Management
New York
$101M
5
CGT
Capital Guardian Trust
California
$11.8M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$160K
2
SC
Seawolf Capital
New York
$0
3
AIM
abrdn Investment Management
United Kingdom
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$0
5
FWCM
Ferguson Wellman Capital Management
Oregon
$944K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
151
Cornerstone Advisors (Washington)
Washington
$10K -$7.91K -897 -44%
PAS
152
Partnervest Advisory Services
California
$10K – – –
M
153
MOTCO
Texas
$8K – – –
NC
154
NewSquare Capital
Pennsylvania
$6K – – –
FHA
155
First Horizon Advisors
Tennessee
$4K -$150 -22 -4%
CFA
156
Carroll Financial Associates
North Carolina
$3K – – –
PTC
157
Private Trust Company
Ohio
$3K +$3K +337 New
RIA
158
Regal Investment Advisors
Michigan
$2K – – –
S
159
SignatureFD
Georgia
$2K +$1.26K +155 +168%
FNBT
160
FineMark National Bank & Trust
Florida
$1K – – –
FCCM
161
First City Capital Management
Georgia
$995 +$995 +115 New
WEC
162
Winslow Evans & Crocker
Massachusetts
$614 -$8.25K -954 -93%
SC
163
Seawolf Capital
New York
– -$12.8M -1,241,000 Closed
AIM
164
abrdn Investment Management
United Kingdom
– -$9.29M -885,856 Closed
Fidelity Investments
165
Fidelity Investments
Massachusetts
– -$6.94M -661,500 Closed
Nuveen Asset Management
166
Nuveen Asset Management
Illinois
– -$4.13M -393,993 Closed
EA
167
Euclid Advisors
Connecticut
– -$3.94M -375,450 Closed
MAM
168
Martingale Asset Management
Massachusetts
– -$2.5M -238,151 Closed
SAM
169
Symphony Asset Management
California
– -$528K -50,370 Closed
RCAG
170
Rehmann Capital Advisory Group
Michigan
– -$317K -30,266 Closed
Two Sigma Investments
171
Two Sigma Investments
New York
– -$283K -27,021 Closed
Citadel Advisors
172
Citadel Advisors
Florida
– -$232K -22,087 Closed
ST
173
Spot Trading
Illinois
– -$164K -15,641 Closed
MSU
174
Maple Securities USA
New Jersey
– -$117K -11,147 Closed
TFMS
175
Trust & Fiduciary Management Services
Massachusetts
– -$50K -4,728 Closed
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