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Sumitomo Mitsui Financial
SMFG

195 hedge funds and large institutions have $1.41B invested in Sumitomo Mitsui Financial in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 49

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $1.32B → $1.41B (+$84.2M)

1% more ownership

Funds ownership: 11.9% → 12.9% (+1%)

1% more funds holding

Funds holding: 194 → 195 (+1)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
195
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
4.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
83
Reduced
49
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$64M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$13.9M
3
CI
Cambiar Investors
Colorado
+$10.7M
4
PPA
Parametric Portfolio Associates
Washington
+$7.03M
5
CCM
Causeway Capital Management
California
+$5.96M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.69M
2
NMC
Nine Masts Capital
Hong Kong
-$5.71M
3
Two Sigma Investments
Two Sigma Investments
New York
-$4.22M
4
Millennium Management
Millennium Management
New York
-$2.76M
5
UCFA
United Capital Financial Advisors
Texas
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
151
Enterprise Financial Services Corp (EFSC)
Missouri
$35K – – –
WAM
152
Wealthspire Advisors (Maryland)
Maryland
$33K +$3.81K +500 +13%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$32K +$8.03K +1,054 +34%
Schroder Investment Management Group
154
Schroder Investment Management Group
United Kingdom
$26K -$235K -30,895 -90%
LIA
155
LS Investment Advisors
Michigan
$25K – – –
CHP
156
Cable Hill Partners
Oregon
$25K +$24.8K +3,252 New
H
157
Hexavest
Quebec, Canada
$24K – – –
AFNAS
158
American Financial Network Advisory Services
California
$22K +$21.9K +2,880 New
RWML
159
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$19.3K – – –
SSB
160
Sandy Spring Bank
Maryland
$18K +$18K +2,362 New
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.1K – – –
TDC
162
Thompson Davis & Co
Virginia
$17K – – –
TWA
163
TCI Wealth Advisors
Arizona
$16K – – –
WA
164
Winfield Associates
Ohio
$15K -$1.45K -190 -9%
SPIA
165
Steward Partners Investment Advisory
New York
$13K – – –
Manulife (Manufacturers Life Insurance)
166
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13K +$404 +53 +3%
WT
167
Whittier Trust
California
$13K +$13K +1,702 New
CFA
168
Carroll Financial Associates
North Carolina
$12K – – –
IDBONY
169
Israel Discount Bank of New York
New York
$11K +$3.43K +450 +47%
TA
170
Teachers Advisors
New York
$11K +$10.7K +1,400 New
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$10K -$6.35K -833 -40%
SIA
172
Sit Investment Associates
Minnesota
$10K – – –
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$10K +$1.91K +251 +24%
ASN
174
Advisory Services Network
Georgia
$10K +$3.46K +454 +57%
BlackRock
175
BlackRock
New York
$10K +$9.91K +1,300 New
5 6
7
8 9

SMFG Hedge Fund Activity: Q3 2017 in Review

195 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2017, worth a combined $1.41B — up 6.4% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SMFG positions and 19 closed out — a net gain of 5 holders — while 83 added to existing stakes and 49 trimmed.

The largest buyer was Bank of America, adding an estimated $64M. The largest seller was Arrowstreet Capital, cutting an estimated $8.69M.

  • 195 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2017, up from 194 in Q2 2017.
  • Funds reported $1.41B of Sumitomo Mitsui Financial stock for Q3 2017, up 6.4% quarter-over-quarter.
  • 24 funds opened new Sumitomo Mitsui Financial positions in Q3 2017 and 19 closed out, a net change of +5 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2017 was Bank of America, an estimated $64M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2017 was Arrowstreet Capital, an estimated $8.69M sold.

Based on aggregated 13F filings for Q3 2017.