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Sumitomo Mitsui Financial

179 hedge funds and large institutions have $658M invested in Sumitomo Mitsui Financial in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 6.38%6.41% (+0.03%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

5% less capital invested

Capital invested by funds: $689M → $658M (-$31.8M)

8% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 65

2% less funds holding

Funds holding: 182179 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
60
Reduced
65
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$14K -$2K -257 -11%
BIG
152
Bellwether Investment Group
Tennessee
$14K
SPIA
153
Steward Partners Investment Advisory
New York
$13K -$1.38K -177 -9%
CFA
154
Carroll Financial Associates
North Carolina
$13K
QT
155
Quantbot Technologies
New York
$11K -$36.8K -4,732 -75%
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$10K +$10.3K +1,322 New
TA
157
Teachers Advisors
New York
$9K
IA
158
IFP Advisors
Florida
$8K -$497 -64 -5%
SFG
159
SevenBridge Financial Group
Pennsylvania
$8K
ZB
160
Zions Bancorporation
Utah
$7K -$38.7K -4,985 -84%
CFG
161
Citizens Financial Group
Rhode Island
$7K -$7.54K -971 -48%
CAW
162
Cornerstone Advisors (Washington)
Washington
$6K
BTIS
163
BB&T Investment Services
North Carolina
$6K +$6.17K +795 New
ASN
164
Advisory Services Network
Georgia
$6K +$6.18K +796 New
PB
165
Pinnacle Bancorp
Nebraska
$5K +$5.09K +656 New
NFG
166
Next Financial Group
Texas
$3K -$5.79K -745 -65%
DADC
167
D.A. Davidson & Co
Montana
$3K -$1.72K -222 -31%
PFBT
168
Parkside Financial Bank & Trust
Missouri
$3K
TWI
169
Thomas White International
Illinois
$3K
HMS
170
Hanseatic Management Services
New Mexico
$3K +$3.71K +478 New
JFA
171
JNBA Financial Advisors
Minnesota
$2K -$1.75K -225 -50%
DAM
172
Delta Asset Management
Tennessee
$2K +$2.26K +291 New
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$1.86K
BlackRock
174
BlackRock
New York
$1K -$6.9K -889 -89%
CFD
175
Creative Financial Designs
Indiana
$1K +$16 +2 +1%

SMFG Hedge Fund Activity: Q1 2017 in Review

179 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2017, worth a combined $658M — down 4.6% from $689M a quarter earlier.

Fund positioning in SMFG was balanced in Q1 2017: 24 funds opened new positions, 24 closed out, 60 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $18.5M. The largest seller was JP Morgan Chase, cutting an estimated $18.8M.

  • 179 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2017, down from 182 in Q4 2016.
  • Funds reported $658M of Sumitomo Mitsui Financial stock for Q1 2017, down 4.6% quarter-over-quarter.
  • 24 funds opened new Sumitomo Mitsui Financial positions in Q1 2017 and 24 closed out, a net change of 0 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2017 was Bank of America, an estimated $18.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2017 was JP Morgan Chase, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2017.