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Sumitomo Mitsui Financial

228 hedge funds and large institutions have $1.62B invested in Sumitomo Mitsui Financial in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 101 increasing their positions, 34 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 34

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

18% more funds holding

Funds holding: 194228 (+34)

15% more capital invested

Capital invested by funds: $1.41B → $1.62B (+$216M)

0.28% more ownership

Funds ownership: 12.9%13.18% (+0.28%)

Holders
228
Holders Change
+34
Holders Change %
+17.53%
% of All Funds
5.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
58
Increased
101
Reduced
34
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
151
KeyBank National Association
Ohio
$123K +$115K +14,150 New
HH
152
Hilltop Holdings
Texas
$117K +$109K +13,420 New
Jane Street
153
Jane Street
New York
$116K +$109K +13,403 New
BTIS
154
BB&T Investment Services
North Carolina
$106K +$10.8K +1,338 +12%
GC
155
Gilbert & Cook
Iowa
$104K -$932 -115 -0.9%
ATC
156
Argent Trust Co
Tennessee
$101K -$7.92K -977 -8%
Chevy Chase Trust
157
Chevy Chase Trust
Maryland
$99K -$5.79K -715 -6%
IDBONY
158
Israel Discount Bank of New York
New York
$99K +$81K +10,000 +714%
Wolverine Trading
159
Wolverine Trading
Illinois
$99K +$91.9K +11,346 New
HI
160
HBK Investments
Texas
$98K -$250K -30,800 -73%
CI
161
Conning Inc
Connecticut
$97K -$111K -13,650 -55%
BCA
162
Berman Capital Advisors
Georgia
$97K +$90.7K +11,189 New
OA
163
Opes Advisors
California
$95K +$88.6K +10,928 New
CB
164
Commerce Bank
Missouri
$94K +$2.4K +296 +3%
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
$94K +$87.6K +10,814 New
WAM
166
Wealthspire Advisors (Maryland)
Maryland
$92K +$51.6K +6,370 +150%
HSBC Holdings
167
HSBC Holdings
United Kingdom
$91K +$85.2K +10,508 New
AssetMark Inc
168
AssetMark Inc
California
$85K +$12.4K +1,531 +19%
TRCT
169
Tower Research Capital (TRC)
New York
$79K +$73.3K +9,047 New
HNB
170
Huntington National Bank
Ohio
$78K +$72.3K +8,926 New
PWPS
171
Pinnacle Wealth Planning Services
Ohio
$74K +$69.9K +8,620 New
ZB
172
Zions Bancorporation
Utah
$69K
II
173
Inspire Investing
Idaho
$66K +$61.7K +7,608 New
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$63K +$47.7K +5,881 +446%
HR
175
Howe & Rusling
New York
$60K

SMFG Hedge Fund Activity: Q4 2017 in Review

228 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2017, worth a combined $1.62B — up 15% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SMFG positions and 22 closed out — a net gain of 36 holders — while 101 added to existing stakes and 34 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $17.4M. The largest seller was Bank of America, cutting an estimated $38.1M.

  • 228 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2017, up from 194 in Q3 2017.
  • Funds reported $1.62B of Sumitomo Mitsui Financial stock for Q4 2017, up 15% quarter-over-quarter.
  • 58 funds opened new Sumitomo Mitsui Financial positions in Q4 2017 and 22 closed out, a net change of +36 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2017 was Fisher Asset Management, an estimated $17.4M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2017 was Bank of America, an estimated $38.1M sold.

Based on aggregated 13F filings for Q4 2017.