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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

180 hedge funds and large institutions have $689M invested in Sumitomo Mitsui Financial in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+16
Holders Change %
+9.76%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
42
Increased
55
Reduced
57
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$57.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$52.6M
3
PPA
3
Parametric Portfolio Associates
Washington
$32.2M
4
Bank of America
4
Bank of America
North Carolina
$74.7M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$3.4M

Top Sellers

1
JG
1
Jefferies Group
New York
$10.9M
2
NMC
2
Nine Masts Capital
Hong Kong
$50.2M
3
GT
3
Glenmede Trust
Pennsylvania
$770K
4
Lazard Asset Management
4
Lazard Asset Management
New York
$106M
5
FGP
5
Foyston, Gordon, & Payne
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$17K +$17K +2,239 New
CFG
152
Citizens Financial Group
Rhode Island
$16K -$64 -8 -0.4%
TWA
153
TCI Wealth Advisors
Arizona
$16K – – –
RFWA
154
RPg Family Wealth Advisory
Massachusetts
$15.6K -$2.77K -362 -15%
MFS
155
MSI Financial Services
Massachusetts
$15K -$1.06K -135 -7%
BIG
156
Bellwether Investment Group
Tennessee
$15K +$15K +1,908 New
SPIA
157
Steward Partners Investment Advisory
New York
$15K +$15K +2,033 New
CFA
158
Carroll Financial Associates
North Carolina
$13K – – –
WC
159
Whitnell & Co
Illinois
$12K – – –
PA
160
Parallel Advisors
California
$12K +$12K +1,590 New
TA
161
Teachers Advisors
New York
$10K – – –
IA
162
IFP Advisors
Florida
$9K -$3.76K -499 -29%
NFG
163
Next Financial Group
Texas
$9K -$1.57K -200 -15%
BlackRock
164
BlackRock
New York
$8K +$8K +1,000 New
WAM
165
Wealthspire Advisors (Maryland)
Maryland
$7K -$1.86K -243 -21%
SFG
166
SevenBridge Financial Group
Pennsylvania
$7K – – –
DVM
167
Dreman Value Management
Florida
$6K -$72.1K -10,003 -92%
CAW
168
Cornerstone Advisors (Washington)
Washington
$6K +$4.57K +644 +319%
Bessemer Group
169
Bessemer Group
New Jersey
$6K +$6K +771 New
DADC
170
D.A. Davidson & Co
Montana
$4K – – –
JFA
171
JNBA Financial Advisors
Minnesota
$3K -$186K -27,930 -98%
TWI
172
Thomas White International
Illinois
$3K – – –
PFBT
173
Parkside Financial Bank & Trust
Missouri
$3K +$336 +49 +13%
TCOV
174
Trust Company of Vermont
Vermont
$3K +$3K +410 New
PMFA
175
Plante Moran Financial Advisors
Michigan
$2K +$2K +255 New
4 5 6
7
8