Sumitomo Mitsui Financial
SMFG
165 hedge funds and large institutions have $602M invested in Sumitomo Mitsui Financial in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 69 reducing their positions, and 24 closing their positions.
16% more capital invested
Capital invested by funds: $519M → $602M (+$82.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.13% less ownership
Funds ownership: 6.42% → 6.29% (-0.13%)
3% less funds holding
Funds holding: 170 → 165 (-5)
17% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 24
30% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$25.7M |
| 2 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$3.79M |
| 3 |
AG
Aperio Group
Sausalito,
California
|
+$2.57M |
| 4 |
Goldman Sachs
New York
|
+$1.96M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$929K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$11.5M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$10.1M |
| 3 |
CCM
Causeway Capital Management
Los Angeles,
California
|
-$6.38M |
| 4 |
Morgan Stanley
New York
|
-$5.9M |
| 5 |
JG
Jefferies Group
New York
|
-$5.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PIC
176
Portland Investment Counsel
Burlington,
Ontario, Canada
| – | -$103K | -18,000 | Closed |
|
|
EGM
177
Engineers Gate Manager
New York
| – | -$82K | -14,400 | Closed |
|
|
UCFA
178
United Capital Financial Advisors
Irving,
Texas
| – | -$82K | -13,688 | Closed |
|
|
BUB
179
BBVA USA Bancshares
Houston,
Texas
| – | -$63K | -10,961 | Closed |
|
|
SB
180
Suntrust Banks
Atlanta,
Georgia
| – | -$58K | -10,154 | Closed |
|
181
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$9K | -1,686 | Closed |
|
|
TRCT
182
Tower Research Capital (TRC)
New York
| – | -$9K | -1,520 | Closed |
|
|
TCOV
183
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$6K | -1,095 | Closed |
|
|
VCM
184
Vigilant Capital Management
Portland,
Maine
| – | -$4K | -644 | Closed |
|
185
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$4K | -582 | Closed |
|
|
MWP
186
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$2K | -390 | Closed |
|
|
KTC
187
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| – | -$1K | -209 | Closed |
|
SMFG Hedge Fund Activity: Q3 2016 in Review
165 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2016, worth a combined $602M — up 16% from $519M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of SMFG and 20 opened new positions — a net loss of 4 holders — while 69 trimmed existing stakes and 48 added.
The largest buyer was JP Morgan Chase, adding an estimated $25.7M. The largest seller was Jane Street, exiting entirely with an estimated $11.5M sold.
- 165 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2016, down from 170 in Q2 2016.
- Funds reported $602M of Sumitomo Mitsui Financial stock for Q3 2016, up 16% quarter-over-quarter.
- 20 funds opened new Sumitomo Mitsui Financial positions in Q3 2016 and 24 closed out, a net change of -4 holders.
- The largest Sumitomo Mitsui Financial buyer in Q3 2016 was JP Morgan Chase, an estimated $25.7M added.
- The largest Sumitomo Mitsui Financial seller in Q3 2016 was Jane Street, an estimated $11.5M sold.
Based on aggregated 13F filings for Q3 2016.