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Sumitomo Mitsui Financial

179 hedge funds and large institutions have $658M invested in Sumitomo Mitsui Financial in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 6.38%6.41% (+0.03%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

5% less capital invested

Capital invested by funds: $689M → $658M (-$31.8M)

8% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 65

2% less funds holding

Funds holding: 182179 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
60
Reduced
65
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
176
Winslow Evans & Crocker
Massachusetts
$516
Walleye Trading
177
Walleye Trading
New York
$25 +$26.4K +3,400 New
WT
178
Wellcome Trust
United Kingdom
-$7.64M -1,000,000 Closed
Allianz Asset Management
179
Allianz Asset Management
Germany
-$829K -108,559 Closed
CS
180
Credit Suisse
Switzerland
-$749K -98,060 Closed
VKH
181
Virtu KCG Holdings
New York
-$570K -74,556 Closed
AL
182
Airain Ltd
Guernsey
-$324K -42,446 Closed
B
183
Bellecapital
Switzerland
-$231K -30,250 Closed
CIBC World Market
184
CIBC World Market
Ontario, Canada
-$145K -19,013 Closed
N
185
Nuveen
North Carolina
-$119K -15,191 Closed
Barclays
186
Barclays
United Kingdom
-$115K -15,041 Closed
EMG
187
Ellington Management Group
Connecticut
-$108K -14,200 Closed
O
188
OppenheimerFunds
New York
-$106K -13,889 Closed
FA
189
FDx Advisors
Illinois
-$97K -12,688 Closed
SS
190
Simplicity Solutions
Minnesota
-$95K -12,376 Closed
BP
191
BBR Partners
New York
-$83K -10,845 Closed
Citadel Advisors
192
Citadel Advisors
Florida
-$83K -10,838 Closed
CCIA
193
Campbell & Co Investment Adviser
Maryland
-$82K -10,782 Closed
CIAN
194
Capstone Investment Advisors (Netherlands)
New York
-$390K -10,200 Closed
Daiwa Securities Group
195
Daiwa Securities Group
Japan
-$76K -10,000 Closed
MCM
196
McKinley Capital Management
Alaska
-$40K -5,181 Closed
PWM
197
Perigon Wealth Management
California
-$32K -4,220 Closed
RFWA
198
RPg Family Wealth Advisory
Massachusetts
-$15.6K -2,037 Closed
WC
199
Whitnell & Co
Illinois
-$12K -1,605 Closed
DVM
200
Dreman Value Management
Florida
-$6K -833 Closed

SMFG Hedge Fund Activity: Q1 2017 in Review

179 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2017, worth a combined $658M — down 4.6% from $689M a quarter earlier.

Fund positioning in SMFG was balanced in Q1 2017: 24 funds opened new positions, 24 closed out, 60 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $18.5M. The largest seller was JP Morgan Chase, cutting an estimated $18.8M.

  • 179 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2017, down from 182 in Q4 2016.
  • Funds reported $658M of Sumitomo Mitsui Financial stock for Q1 2017, down 4.6% quarter-over-quarter.
  • 24 funds opened new Sumitomo Mitsui Financial positions in Q1 2017 and 24 closed out, a net change of 0 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2017 was Bank of America, an estimated $18.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2017 was JP Morgan Chase, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2017.