We are live on ! Find out more
SMFG icon

Sumitomo Mitsui Financial

170 hedge funds and large institutions have $519M invested in Sumitomo Mitsui Financial in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

0.34% less ownership

Funds ownership: 6.76%6.42% (-0.34%)

3% less funds holding

Funds holding: 176170 (-6)

10% less capital invested

Capital invested by funds: $575M → $519M (-$55.5M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

29% less call options, than puts

Call options by funds: $143K | Put options by funds: $200K

Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
59
Reduced
59
Closed
28
Calls
$143K
Puts
$200K
Net Calls
-$57K
Net Calls Change
+$5.91M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
151
Parkside Financial Bank & Trust
Missouri
$5K
ST
152
Smithfield Trust
Pennsylvania
$5K
ASN
153
Advisory Services Network
Georgia
$5K +$3.48K +570 +252%
TWI
154
Thomas White International
Illinois
$4K
Macquarie Group
155
Macquarie Group
Australia
$4K +$3.56K +582 New
VCM
156
Vigilant Capital Management
Maine
$4K +$3.94K +644 New
NFG
157
Next Financial Group
Texas
$3K -$611 -100 -13%
JFA
158
JNBA Financial Advisors
Minnesota
$3K
WRM
159
Westport Resources Management
Connecticut
$2K
MWP
160
MYCIO Wealth Partners
Pennsylvania
$2K +$2.38K +390 New
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$1.47K -$4.45K -728 -74%
CAW
162
Cornerstone Advisors (Washington)
Washington
$1K -$2.19K -359 -69%
DADC
163
D.A. Davidson & Co
Montana
$1K -$501 -82 -27%
CHC
164
City Holding Co
West Virginia
$1K +$825 +135 New
KTC
165
Kistler-Tiffany Companies
Pennsylvania
$1K +$1.28K +209 New
WEC
166
Winslow Evans & Crocker
Massachusetts
$408 +$6 +1 +1%
WP
167
WealthPLAN Partners
Nebraska
$349 +$745 +122 New
AT
168
Arden Trust
Delaware
$124 -$124K -20,372 -48%
RG
169
Renaissance Group
Kentucky
-$13.2M -2,201,937 Closed
Parallax Volatility Advisers
170
Parallax Volatility Advisers
California
-$2.57M -427,921 Closed
PP
171
PDT Partners
New York
-$2.41M -401,487 Closed
ARTA
172
A.R.T. Advisors
New York
-$1.17M -195,502 Closed
VKH
173
Virtu KCG Holdings
New York
-$848K -141,074 Closed
HighTower Advisors
174
HighTower Advisors
Illinois
-$545K -91,191 Closed
FB
175
Fulton Bank
Pennsylvania
-$475K -79,041 Closed

SMFG Hedge Fund Activity: Q2 2016 in Review

170 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2016, worth a combined $519M — down 9.7% from $575M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SMFG and 23 opened new positions — a net loss of 5 holders — while 59 trimmed existing stakes and 59 added.

The largest buyer was Jane Street, adding an estimated $9.1M. The largest seller was Morgan Stanley, cutting an estimated $28.2M.

  • 170 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2016, down from 176 in Q1 2016.
  • Funds reported $519M of Sumitomo Mitsui Financial stock for Q2 2016, down 9.7% quarter-over-quarter.
  • 23 funds opened new Sumitomo Mitsui Financial positions in Q2 2016 and 28 closed out, a net change of -5 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2016 was Jane Street, an estimated $9.1M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2016 was Morgan Stanley, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2016.