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Sumitomo Mitsui Financial

231 hedge funds and large institutions have $1.54B invested in Sumitomo Mitsui Financial in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 67

1% more funds holding

Funds holding: 229231 (+2)

0.48% more ownership

Funds ownership: 13.53%14.01% (+0.48%)

5% less capital invested

Capital invested by funds: $1.63B → $1.54B (-$87M)

Holders
231
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
5.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
82
Reduced
67
Closed
28
Calls
$1.11M
Puts
Net Calls
+$1.11M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
151
Gilbert & Cook
Iowa
$93K
Cambridge Investment Research Advisors
152
Cambridge Investment Research Advisors
Iowa
$93K +$4.74K +570 +5%
CS
153
Comerica Securities
Michigan
$90K -$13.9K -1,672 -13%
PAM
154
Palisade Asset Management
Minnesota
$90K +$96.4K +11,606 New
IDBONY
155
Israel Discount Bank of New York
New York
$86K -$2.49K -300 -3%
AssetMark Inc
156
AssetMark Inc
California
$83K -$13.6K -1,640 -13%
IWP
157
Icon Wealth Partners
Texas
$80K -$51.8K -6,233 -38%
WAM
158
Wealthspire Advisors (Maryland)
Maryland
$80K +$648 +78 +0.8%
BWP
159
BSW Wealth Partners
Colorado
$80K +$85.5K +10,286 New
BP
160
Ballentine Partners
Massachusetts
$79K +$84.5K +10,169 New
Russell Investments Group
161
Russell Investments Group
United Kingdom
$75K +$80.5K +9,692 New
HNB
162
Huntington National Bank
Ohio
$72K -$17.6K -2,117 -19%
PCG
163
Private Capital Group
Connecticut
$62K -$23.3K -2,807 -26%
QT
164
Quantbot Technologies
New York
$61K +$66.2K +7,968 New
ZB
165
Zions Bancorporation
Utah
$58K +$62.3K +7,501 New
HR
166
Howe & Rusling
New York
$54K
SPIA
167
Steward Partners Investment Advisory
New York
$50K +$141 +17 +0.3%
LWA
168
Lenox Wealth Advisors
New York
$40K -$112K -13,538 -73%
EFSCE
169
Enterprise Financial Services Corp (EFSC)
Missouri
$40K -$4.15K -500 -9%
TRCT
170
Tower Research Capital (TRC)
New York
$40K +$43.5K +5,239 New
PA
171
Parallel Advisors
California
$38K -$1.28K -154 -3%
ASN
172
Advisory Services Network
Georgia
$32K
PFA
173
Pathway Financial Advisors
Vermont
$30K
FHA
174
Flagship Harbor Advisors
Massachusetts
$26K +$28K +3,365 New
Manulife (Manufacturers Life Insurance)
175
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25K -$4.9K -590 -16%

SMFG Hedge Fund Activity: Q2 2018 in Review

231 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2018, worth a combined $1.54B — down 5.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SMFG positions and 28 closed out — a net gain of 7 holders — while 82 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $28.7M. The largest seller was Bank of America, cutting an estimated $7.09M.

  • 231 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2018, up from 229 in Q1 2018.
  • Funds reported $1.54B of Sumitomo Mitsui Financial stock for Q2 2018, down 5.3% quarter-over-quarter.
  • 35 funds opened new Sumitomo Mitsui Financial positions in Q2 2018 and 28 closed out, a net change of +7 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2018 was Wells Fargo, an estimated $28.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2018 was Bank of America, an estimated $7.09M sold.

Based on aggregated 13F filings for Q2 2018.