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Sumitomo Mitsui Financial

194 hedge funds and large institutions have $1.32B invested in Sumitomo Mitsui Financial in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more capital invested

Capital invested by funds: $658M → $1.32B (+$665M)

88% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 42

68% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 25

8% more funds holding

Funds holding: 179194 (+15)

5.49% more ownership

Funds ownership: 6.41%11.9% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
194
Holders Change
+15
Holders Change %
+8.38%
% of All Funds
4.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
79
Reduced
42
Closed
25
Calls
$83K
Puts
Net Calls
+$83K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
176
Acrospire Investment Management
Illinois
$7K +$6.6K +888 New
IDBONY
177
Israel Discount Bank of New York
New York
$7K +$7.06K +950 New
Bessemer Group
178
Bessemer Group
New Jersey
$6K -$385K -51,842 -99%
ASN
179
Advisory Services Network
Georgia
$6K
NA
180
NewEdge Advisors
Louisiana
$5.25K +$5.07K +682 New
ZB
181
Zions Bancorporation
Utah
$5K -$2.13K -286 -30%
HMS
182
Hanseatic Management Services
New Mexico
$4K
MCIA
183
Mountain Capital Investment Advisors
Colorado
$4K +$3.65K +492 New
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$3.99K +$1.86K +251 +98%
CFG
185
Citizens Financial Group
Rhode Island
$3K -$4.96K -668 -64%
NFG
186
Next Financial Group
Texas
$3K
TWI
187
Thomas White International
Illinois
$3K
CTC
188
Central Trust Company
Missouri
$3K +$3.04K +409 New
DAM
189
Delta Asset Management
Tennessee
$2K
JFA
190
JNBA Financial Advisors
Minnesota
$2K
PMFA
191
Plante Moran Financial Advisors
Michigan
$1K -$21.7K -2,920 -95%
CFD
192
Creative Financial Designs
Indiana
$1K
WEC
193
Winslow Evans & Crocker
Massachusetts
$558 -$7 -1 -1%
JG
194
Jefferies Group
New York
-$8.88M -1,225,575 Closed
CGT
195
Capital Guardian Trust
California
-$5.48M -755,762 Closed
GC
196
Guggenheim Capital
Illinois
-$1.68M -232,143 Closed
PP
197
PDT Partners
New York
-$1.56M -215,844 Closed
Jane Street
198
Jane Street
New York
-$947K -130,615 Closed
State Street
199
State Street
Massachusetts
-$447K -61,764 Closed
COI
200
Connable Office Inc
Michigan
-$439K -60,535 Closed

SMFG Hedge Fund Activity: Q2 2017 in Review

194 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2017, worth a combined $1.32B — up 101% from $658M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SMFG positions and 25 closed out — a net gain of 17 holders — while 79 added to existing stakes and 42 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $364M. The largest seller was Nine Masts Capital, cutting an estimated $32.1M.

  • 194 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2017, up from 179 in Q1 2017.
  • Funds reported $1.32B of Sumitomo Mitsui Financial stock for Q2 2017, up 101% quarter-over-quarter.
  • 42 funds opened new Sumitomo Mitsui Financial positions in Q2 2017 and 25 closed out, a net change of +17 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2017 was Fisher Asset Management, an estimated $364M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2017 was Nine Masts Capital, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2017.