We are live on ! Find out more
SMFG icon

Sumitomo Mitsui Financial

170 hedge funds and large institutions have $519M invested in Sumitomo Mitsui Financial in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

0.34% less ownership

Funds ownership: 6.76%6.42% (-0.34%)

3% less funds holding

Funds holding: 176170 (-6)

10% less capital invested

Capital invested by funds: $575M → $519M (-$55.5M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

29% less call options, than puts

Call options by funds: $143K | Put options by funds: $200K

Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
59
Reduced
59
Closed
28
Calls
$143K
Puts
$200K
Net Calls
-$57K
Net Calls Change
+$5.91M
Name Holding Trade Value Shares
Change
Change in
Stake
DTL
176
Dynamic Technology Lab
Singapore
-$400K -66,624 Closed
OAM
177
Oxford Asset Management
United Kingdom
-$328K -54,576 Closed
AllianceBernstein
178
AllianceBernstein
Tennessee
-$239K -39,766 Closed
TSS
179
Two Sigma Securities
New York
-$149K -24,736 Closed
AIA
180
Avalon Investment & Advisory
Texas
-$135K -22,420 Closed
Citadel Advisors
181
Citadel Advisors
Florida
-$134K -22,296 Closed
Fisher Asset Management
182
Fisher Asset Management
Washington
-$130K -20,698 Closed
DWT
183
Dorsey & Whitney Trust
South Dakota
-$120K -20,011 Closed
IB
184
Intrust Bank
Kansas
-$92K -15,359 Closed
FIM
185
Freedom Investment Management
Connecticut
-$80K -13,304 Closed
CBN
186
Cadence Bank NA
Texas
-$73K -12,220 Closed
FAAS
187
First Allied Advisory Services
California
-$65K -11,008 Closed
BCM
188
Bayesian Capital Management
New York
-$62K -10,300 Closed
BC
189
Bartlett & Co
Ohio
-$58K -9,575 Closed
QT
190
Quantbot Technologies
New York
-$19K -3,208 Closed
SEC
191
Seven Eight Capital
New York
-$19.5K -3,199 -100%
Bessemer Group
192
Bessemer Group
New Jersey
-$9K -1,460 Closed
MFW
193
Mosaic Family Wealth
Missouri
-$8K -1,418 Closed
IR
194
Invictus RG
Bermuda
-$7K -1,195 Closed
AIG
195
American International Group
New York
-$6K -998 Closed
FHA
196
First Horizon Advisors
Tennessee
-$2K -352 Closed
BWA
197
Burt Wealth Advisors
Maryland
-$1K -77 Closed
Barclays
198
Barclays
United Kingdom
+$251 +41 New

SMFG Hedge Fund Activity: Q2 2016 in Review

170 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2016, worth a combined $519M — down 9.7% from $575M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SMFG and 23 opened new positions — a net loss of 5 holders — while 59 trimmed existing stakes and 59 added.

The largest buyer was Jane Street, adding an estimated $9.1M. The largest seller was Morgan Stanley, cutting an estimated $28.2M.

  • 170 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2016, down from 176 in Q1 2016.
  • Funds reported $519M of Sumitomo Mitsui Financial stock for Q2 2016, down 9.7% quarter-over-quarter.
  • 23 funds opened new Sumitomo Mitsui Financial positions in Q2 2016 and 28 closed out, a net change of -5 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2016 was Jane Street, an estimated $9.1M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2016 was Morgan Stanley, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2016.