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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

152 hedge funds and large institutions have $1.02B invested in Sumitomo Mitsui Financial in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 66 increasing their positions, 42 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-10
Holders Change %
-6.17%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
66
Reduced
42
Closed
24
Calls
$13.1M
Puts
$48B
Net Calls
-$48B
Net Calls Change
+$1.17B

Top Buyers

1
CI
1
Cambiar Investors
Colorado
$71.5M
2
Wells Fargo
2
Wells Fargo
California
$43.7M
3
MAA
3
Managed Account Advisors
New Jersey
$84.6M
4
Northern Trust
4
Northern Trust
Illinois
$33.7M
5
Bank of America
5
Bank of America
North Carolina
$36.1M

Top Sellers

1
GC
1
Gratry & Company
Ohio
$0
2
BTS
2
BB&T Securities
Virginia
$5.02M
3
NM
3
Nokota Management
New York
$11.4M
4
TCA
4
Taconic Capital Advisors
New York
$0
5
PIA
5
Philadelphia International Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
151
Gratry & Company
Ohio
– -$6.24M -721,020 Closed
TCA
152
Taconic Capital Advisors
New York
– -$3.46M -400,000 Closed
PIA
153
Philadelphia International Advisors
Pennsylvania
– -$3.3M -381,848 Closed
NAM
154
NorthCoast Asset Management
Connecticut
– -$2.73M -316,098 Closed
UCFA
155
United Capital Financial Advisors
Texas
– -$870K -100,618 Closed
AI
156
Atria Investments
North Carolina
– -$658K -76,031 Closed
SCM
157
Sterling Capital Management
North Carolina
– -$586K -67,782 Closed
DC
158
Deere & Company
Illinois
– -$525K -60,723 Closed
BA
159
Boston Advisors
Massachusetts
– -$339K -39,169 Closed
OSAM
160
O'Shaughnessy Asset Management
Connecticut
– -$299K -34,596 Closed
PRC
161
Platte River Capital
Colorado
– -$255K -29,500 Closed
ZDA
162
Zweig-DiMenna Associates
New York
– -$238K -27,515 Closed
Stifel Financial
163
Stifel Financial
Missouri
– -$204K -23,545 Closed
ECM
164
ETrade Capital Management
Virginia
– -$191K -22,119 Closed
DTL
165
Dynamic Technology Lab
Singapore
– -$184K -21,301 Closed
ACM
166
Ativo Capital Management
Illinois
– -$170K -19,624 Closed
CIM
167
CIM Investment Management
Pennsylvania
– -$155K -17,975 Closed
HW
168
Hancock Whitney
Mississippi
– -$126K -14,587 Closed
Luther King Capital Management (LKCM)
169
Luther King Capital Management (LKCM)
Texas
– -$125K -14,485 Closed
BTNA
170
Bremer Trust National Association
Minnesota
– -$122K -14,104 Closed
SCA
171
Salient Capital Advisors
Texas
– -$94K -10,857 Closed
WT
172
Whittier Trust
California
– -$50K -5,750 Closed
CAW
173
Cornerstone Advisors (Washington)
Washington
– -$10K -1,134 Closed
NC
174
NewSquare Capital
Pennsylvania
– -$6K -680 Closed
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