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Sumitomo Mitsui Financial

167 hedge funds and large institutions have $1.17B invested in Sumitomo Mitsui Financial in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 32

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $960M → $1.17B (+$211M)

9% more funds holding

Funds holding: 153167 (+14)

1.33% more ownership

Funds ownership: 9.26%10.58% (+1.3%)

99% less call options, than puts

Call options by funds: $23K | Put options by funds: $3.41M

Holders
167
Holders Change
+14
Holders Change %
+9.15%
% of All Funds
4.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
79
Reduced
32
Closed
18
Calls
$23K
Puts
$3.41M
Net Calls
-$3.39M
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
151
Lenox Wealth Advisors
New York
$7K
WCM
152
Wealthcare Capital Management
Virginia
$6K +$5.35K +715 New
BIM
153
BlackRock Investment Management
Delaware
$6K +$5.89K +788 New
FPFS
154
First Personal Financial Services
North Carolina
$5K
JFA
155
JNBA Financial Advisors
Minnesota
$5K
DADC
156
D.A. Davidson & Co
Montana
$5K +$1.05K +140 +28%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.49K +600 New
MWAN
158
Mariner Wealth Advisors (NYC)
Kansas
$4K +$4.2K +562 New
CAW
159
Cornerstone Advisors (Washington)
Washington
$3K +$3.22K +431 New
RIA
160
Regal Investment Advisors
Michigan
$2K
GWM
161
Gupta Wealth Management
California
$2K +$2.3K +307 New
WRM
162
Westport Resources Management
Connecticut
$2K +$2.38K +318 New
AT
163
Arden Trust
Delaware
$1.04K +$313K +41,813 +45%
FNBT
164
FineMark National Bank & Trust
Florida
$1K
MA
165
MUFG Americas
New York
$1K +$994 +133 New
WEC
166
Winslow Evans & Crocker
Massachusetts
$550
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$176 +$170K +22,746 New
Millennium Management
168
Millennium Management
New York
-$3.99M -547,964 Closed
Arrowstreet Capital
169
Arrowstreet Capital
Massachusetts
-$3.77M -517,493 Closed
NMC
170
Nine Masts Capital
Hong Kong
-$3.15M -431,192 Closed
Two Sigma Advisers
171
Two Sigma Advisers
New York
-$3.11M -427,299 Closed
Jane Street
172
Jane Street
New York
-$2.52M -345,399 Closed
TI
173
Trexquant Investment
Connecticut
-$1.07M -147,600 Closed
EGA
174
Eagle Global Advisors
Texas
-$881K -121,050 Closed
OMC
175
Old Mission Capital
Illinois
-$871K -119,681 Closed

SMFG Hedge Fund Activity: Q1 2015 in Review

167 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2015, worth a combined $1.17B — up 22% from $960M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SMFG positions and 18 closed out — a net gain of 15 holders — while 79 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.6M. The largest seller was Two Sigma Investments, cutting an estimated $8.93M.

  • 167 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2015, up from 153 in Q4 2014.
  • Funds reported $1.17B of Sumitomo Mitsui Financial stock for Q1 2015, up 22% quarter-over-quarter.
  • 33 funds opened new Sumitomo Mitsui Financial positions in Q1 2015 and 18 closed out, a net change of +15 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2015 was Morgan Stanley, an estimated $37.6M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2015 was Two Sigma Investments, an estimated $8.93M sold.

Based on aggregated 13F filings for Q1 2015.