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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

197 hedge funds and large institutions have $1.16B invested in Sumitomo Mitsui Financial in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+8
Holders Change %
+4.23%
% of All Funds
5.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
35
Increased
73
Reduced
55
Closed
25
Calls
$138K
Puts
$7.52M
Net Calls
-$7.38M
Net Calls Change
+$35K

Top Buyers

1
CI
1
Cambiar Investors
Colorado
$151M
2
Northern Trust
2
Northern Trust
Illinois
$45.8M
3
FGP
3
Foyston, Gordon, & Payne
Ontario, Canada
$3.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.05M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$3.54M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$177M
2
NMC
2
Nine Masts Capital
Hong Kong
$959K
3
MCM
3
Moore Capital Management
New York
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$123K
5
OH
5
Orbis Holdings
Bermuda
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
IR
176
Invictus RG
Bermuda
$10K +$10K +1,291 New
ASN
177
Advisory Services Network
Georgia
$9K – – –
WC
178
Whitnell & Co
Illinois
$8K – – –
JIC
179
Joel Isaacson & Co
New York
$7K – – –
PFBT
180
Parkside Financial Bank & Trust
Missouri
$6K +$465 +65 +8%
TWI
181
Thomas White International
Illinois
$5K -$2.33K -308 -32%
FHA
182
First Horizon Advisors
Tennessee
$4K -$2.55K -408 -39%
MFBTD
183
MB Financial Bank - Trust Department
Illinois
$4K – – –
Group One Trading
184
Group One Trading
Illinois
$4K – – –
DADC
185
D.A. Davidson & Co
Montana
$4K +$221 +30 +6%
CAW
186
Cornerstone Advisors (Washington)
Washington
$3K – – –
JFA
187
JNBA Financial Advisors
Minnesota
$3K – – –
LWA
188
Lenox Wealth Advisors
New York
$2K -$4.81K -676 -71%
CCS
189
Crosspoint Capital Strategies
California
$2K -$4.59K -482 -70%
WRM
190
Westport Resources Management
Connecticut
$2K – – –
CHC
191
City Holding Co
West Virginia
$2K +$2K +302 New
AIM
192
Advantage Investment Management
Iowa
$1K +$1K +87 New
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +134 New
WEC
194
Winslow Evans & Crocker
Massachusetts
$540 – – –
Manulife (Manufacturers Life Insurance)
195
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$117 +$117 +15,354 New
WP
196
WealthPLAN Partners
Nebraska
$60 +$60 +7,902 New
MCM
197
Moore Capital Management
New York
– -$6.46M -847,053 Closed
TAM
198
Todd Asset Management
Kentucky
– -$2.6M -340,100 Closed
TRSOTSOK
199
Teachers Retirement System of the State of Kentucky
Kentucky
– -$2.6M -340,100 Closed
RBC
200
Ronald Blue & Co
Georgia
– -$811K -106,244 Closed
5 6 7
8
9