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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

189 hedge funds and large institutions have $1.18B invested in Sumitomo Mitsui Financial in 2015 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
34
Increased
75
Reduced
48
Closed
17
Calls
$139K
Puts
$7.55M
Net Calls
-$7.42M
Net Calls Change
-$7.62M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$96.7M
2
CI
Cambiar Investors
Colorado
$128M
3
JCM
Janney Capital Management
Pennsylvania
$13.1M
4
First Trust Advisors
First Trust Advisors
Illinois
$7.15M
5
NMC
Nine Masts Capital
Hong Kong
$9.47M

Top Sellers

1
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$3.69M
2
FIM
Freedom Investment Management
Connecticut
$238K
3
CHCM
Columbus Hill Capital Management
New Jersey
$0
4
JG
Jefferies Group
New York
$19.5M
5
Millennium Management
Millennium Management
New York
$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
151
Howe & Rusling
New York
$38K – – –
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$28K -$82.9K -10,919 -75%
LIA
153
LS Investment Advisors
Michigan
$25K – – –
H
154
Hexavest
Quebec, Canada
$24K – – –
AIG
155
American International Group
New York
$21K +$1.05K +142 +5%
TDC
156
Thompson Davis & Co
Virginia
$17K +$3.51K +457 +26%
TWA
157
TCI Wealth Advisors
Arizona
$16K -$467 -60 -3%
GWM
158
Gupta Wealth Management
California
$15K +$15K +1,971 New
CFA
159
Carroll Financial Associates
North Carolina
$14K – – –
PSC
160
Prentiss Smith & Co
Vermont
$13K +$13K +1,700 New
NFG
161
Next Financial Group
Texas
$12K – – –
TA
162
Teachers Advisors
New York
$10K +$10K +1,300 New
ASN
163
Advisory Services Network
Georgia
$9K +$1.71K +226 +23%
WC
164
Whitnell & Co
Illinois
$8K +$8K +1,010 New
FHA
165
First Horizon Advisors
Tennessee
$7K -$321 -48 -4%
LWA
166
Lenox Wealth Advisors
New York
$7K – – –
JIC
167
Joel Isaacson & Co
New York
$7K – – –
QCG
168
Quadrant Capital Group
Ohio
$7K +$245 +35 +4%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +915 New
TWI
170
Thomas White International
Illinois
$7K +$7K +969 New
BIM
171
BlackRock Investment Management
Delaware
$6K +$6K +740 New
PFBT
172
Parkside Financial Bank & Trust
Missouri
$6K +$6K +773 New
FPFS
173
First Personal Financial Services
North Carolina
$5K – – –
CCS
174
Crosspoint Capital Strategies
California
$5K +$5K +692 New
MFBTD
175
MB Financial Bank - Trust Department
Illinois
$4K – – –
5 6
7
8 9