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Sumitomo Mitsui Financial

194 hedge funds and large institutions have $1.32B invested in Sumitomo Mitsui Financial in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more capital invested

Capital invested by funds: $658M → $1.32B (+$665M)

88% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 42

68% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 25

8% more funds holding

Funds holding: 179194 (+15)

5.49% more ownership

Funds ownership: 6.41%11.9% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
194
Holders Change
+15
Holders Change %
+8.38%
% of All Funds
4.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
79
Reduced
42
Closed
25
Calls
$83K
Puts
Net Calls
+$83K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Change in
Stake
HR
151
Howe & Rusling
New York
$54K +$18.4K +2,480 +56%
AssetMark Inc
152
AssetMark Inc
California
$54K +$22.5K +3,028 +80%
PA
153
Parallel Advisors
California
$40K +$20.1K +2,710 +116%
EFSCE
154
Enterprise Financial Services Corp (EFSC)
Missouri
$35K -$4.87K -655 -13%
NIT
155
NumerixS Investment Technologies
British Columbia, Canada
$32K -$67.6K -9,100 -69%
WAM
156
Wealthspire Advisors (Maryland)
Maryland
$30K +$5.4K +727 +24%
LIA
157
LS Investment Advisors
Michigan
$26K
IA
158
IFP Advisors
Florida
$26K +$16.4K +2,201 +194%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$25K -$6.25K -841 -21%
H
160
Hexavest
Quebec, Canada
$24K
RWML
161
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$19.6K
FDCDDQ
162
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K
TDC
163
Thompson Davis & Co
Virginia
$17K +$587 +79 +4%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$17K +$869 +117 +6%
WA
165
Winfield Associates
Ohio
$17K +$1.11K +150 +8%
TWA
166
TCI Wealth Advisors
Arizona
$16K
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13K -$59.9K -8,061 -83%
SPIA
168
Steward Partners Investment Advisory
New York
$13K -$951 -128 -7%
DADC
169
D.A. Davidson & Co
Montana
$13K +$9.06K +1,219 +244%
CFA
170
Carroll Financial Associates
North Carolina
$12K -$1.9K -256 -14%
SIA
171
Sit Investment Associates
Minnesota
$10K +$9.48K +1,276 New
SFG
172
SevenBridge Financial Group
Pennsylvania
$9K
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$8K -$1.9K -255 -19%
CAW
174
Cornerstone Advisors (Washington)
Washington
$7K
DVM
175
Dreman Value Management
Florida
$7K +$6.19K +833 New

SMFG Hedge Fund Activity: Q2 2017 in Review

194 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2017, worth a combined $1.32B — up 101% from $658M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SMFG positions and 25 closed out — a net gain of 17 holders — while 79 added to existing stakes and 42 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $364M. The largest seller was Nine Masts Capital, cutting an estimated $32.1M.

  • 194 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2017, up from 179 in Q1 2017.
  • Funds reported $1.32B of Sumitomo Mitsui Financial stock for Q2 2017, up 101% quarter-over-quarter.
  • 42 funds opened new Sumitomo Mitsui Financial positions in Q2 2017 and 25 closed out, a net change of +17 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2017 was Fisher Asset Management, an estimated $364M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2017 was Nine Masts Capital, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2017.