Sumitomo Mitsui Financial
SMFG
153 hedge funds and large institutions have $960M invested in Sumitomo Mitsui Financial in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 30 closing their positions.
0.05% less ownership
Funds ownership: 9.3% → 9.26% (-0.05%)
6% less funds holding
Funds holding: 162 → 153 (-9)
10% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 59
11% less capital invested
Capital invested by funds: $1.08B → $960M (-$124M)
17% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 30
99% less call options, than puts
Call options by funds: $25K | Put options by funds: $3.4M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RG
Renaissance Group
Covington,
Kentucky
|
+$11.2M |
| 2 |
Citigroup
New York
|
+$7.84M |
| 3 |
D.E. Shaw & Co
New York
|
+$6.46M |
| 4 |
Two Sigma Investments
New York
|
+$6.23M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$5.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$14.8M |
| 2 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
-$9.34M |
| 3 |
Morgan Stanley
New York
|
-$8.48M |
| 4 |
Neuberger Berman Group
New York
|
-$7.3M |
| 5 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$5.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Nordea Investment Management
Stockholm,
Sweden
| – | -$20K | -2,452 | Closed |
|
|
TWA
177
TCI Wealth Advisors
Tucson,
Arizona
| – | -$18K | -2,140 | Closed |
|
|
M
178
MOTCO
San Antonio,
Texas
| – | -$7K | -900 | Closed |
|
179
Nomura Holdings
Tokyo,
Japan
| – | -$4K | -504 | Closed |
|
|
PTC
180
Private Trust Company
Cleveland,
Ohio
| – | -$3K | -337 | Closed |
|
|
FCCM
181
First City Capital Management
Savannah,
Georgia
| – | -$943 | -115 | Closed |
|
|
MFS
182
MSI Financial Services
Springfield,
Massachusetts
| – | -$1K | -61 | Closed |
|
SMFG Hedge Fund Activity: Q4 2014 in Review
153 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2014, worth a combined $960M — down 11% from $1.08B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of SMFG and 25 opened new positions — a net loss of 5 holders — while 59 trimmed existing stakes and 53 added.
The largest buyer was Renaissance Group, opening a new position worth an estimated $11.2M. The largest seller was Capital World Investors, cutting an estimated $14.8M.
- 153 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2014, down from 162 in Q3 2014.
- Funds reported $960M of Sumitomo Mitsui Financial stock for Q4 2014, down 11% quarter-over-quarter.
- 25 funds opened new Sumitomo Mitsui Financial positions in Q4 2014 and 30 closed out, a net change of -5 holders.
- The largest Sumitomo Mitsui Financial buyer in Q4 2014 was Renaissance Group, an estimated $11.2M added.
- The largest Sumitomo Mitsui Financial seller in Q4 2014 was Capital World Investors, an estimated $14.8M sold.
Based on aggregated 13F filings for Q4 2014.