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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

173 hedge funds and large institutions have $1.33B invested in Sumitomo Mitsui Financial in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
4.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
26
Increased
64
Reduced
54
Closed
18
Calls
$342K
Puts
$136K
Net Calls
+$206K
Net Calls Change
+$3.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$230M
2
JG
Jefferies Group
New York
$29.1M
3
CHCM
Columbus Hill Capital Management
New Jersey
$9.97M
4
Millennium Management
Millennium Management
New York
$8.22M
5
CI
Cambiar Investors
Colorado
$116M

Top Sellers

1
MAA
Managed Account Advisors
New Jersey
$91.3M
2
Wells Fargo
Wells Fargo
California
$39.9M
3
Bank of America
Bank of America
North Carolina
$16.7M
4
Lazard Asset Management
Lazard Asset Management
New York
$115M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
TDC
151
Thompson Davis & Co
Virginia
$16K – – –
NFG
152
Next Financial Group
Texas
$14K – – –
AWS
153
Aris Wealth Services
Pennsylvania
$10K +$10K +1,154 New
LWA
154
Lenox Wealth Advisors
New York
$9K – – –
ASN
155
Advisory Services Network
Georgia
$9K – – –
FHA
156
First Horizon Advisors
Tennessee
$9K +$1.2K +146 +15%
JIC
157
Joel Isaacson & Co
New York
$8K +$8K +900 New
QCG
158
Quadrant Capital Group
Ohio
$7K +$7K +964 New
FPFS
159
First Personal Financial Services
North Carolina
$6K – – –
DADC
160
D.A. Davidson & Co
Montana
$6K +$454 +53 +8%
WA
161
Waverly Advisors
Alabama
$5K +$5K +544 New
JFA
162
JNBA Financial Advisors
Minnesota
$4K -$2K -225 -33%
CAW
163
Cornerstone Advisors (Washington)
Washington
$4K – – –
MFBTD
164
MB Financial Bank - Trust Department
Illinois
$4K +$4K +486 New
WCM
165
Wealthcare Capital Management
Virginia
$3K -$3.2K -369 -52%
WRM
166
Westport Resources Management
Connecticut
$3K – – –
FNBT
167
FineMark National Bank & Trust
Florida
$2K +$1.29K +175 +182%
AT
168
Arden Trust
Delaware
$1.23K +$31 +3,533 +3%
RIA
169
Regal Investment Advisors
Michigan
$1K – – –
WEC
170
Winslow Evans & Crocker
Massachusetts
$632 – – –
Manulife (Manufacturers Life Insurance)
171
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$160 -$42 -4,718 -21%
WI
172
WBI Investments
New Jersey
– -$8.21M -1,060,223 Closed
ARTA
173
A.R.T. Advisors
New York
– -$400K -51,731 Closed
Group One Trading
174
Group One Trading
Illinois
– -$351K -45,332 Closed
HighTower Advisors
175
HighTower Advisors
Illinois
– -$323K -41,673 Closed
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