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Sumitomo Mitsui Financial

195 hedge funds and large institutions have $1.41B invested in Sumitomo Mitsui Financial in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 49

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $1.32B → $1.41B (+$84.2M)

1% more ownership

Funds ownership: 11.9%12.9% (+1%)

1% more funds holding

Funds holding: 194195 (+1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
195
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
4.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
83
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
176
SevenBridge Financial Group
Pennsylvania
$8K
CAW
177
Cornerstone Advisors (Washington)
Washington
$7K
DVM
178
Dreman Value Management
Florida
$6K
HMS
179
Hanseatic Management Services
New Mexico
$4K
MCIA
180
Mountain Capital Investment Advisors
Colorado
$4K
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.2K +551 New
BONST
182
Bank of Nova Scotia Trust
Ontario, Canada
$3K +$2.71K +356 New
VFA
183
Valeo Financial Advisors
Indiana
$3K +$3.01K +395 New
LWA
184
Lenox Wealth Advisors
New York
$3K +$3.36K +441 New
QT
185
Quantbot Technologies
New York
$3K +$3.81K +500 New
DAM
186
Delta Asset Management
Tennessee
$2K
JFA
187
JNBA Financial Advisors
Minnesota
$2K
CHC
188
City Holding Co
West Virginia
$2K +$2.04K +268 New
Thrivent Financial for Lutherans
189
Thrivent Financial for Lutherans
Minnesota
$2K +$2.23K +293 New
SIM
190
Sonora Investment Management
Arizona
$1.51K +$1.49K +196 New
NFG
191
Next Financial Group
Texas
$1K -$2.5K -328 -82%
CFD
192
Creative Financial Designs
Indiana
$1K -$15 -2 -1%
SMG
193
Spectrum Management Group
Indiana
$1K +$518 +68 New
WEC
194
Winslow Evans & Crocker
Massachusetts
$548 +$8 +1 +1%
Millennium Management
195
Millennium Management
New York
-$2.76M -351,447 Closed
Citadel Advisors
196
Citadel Advisors
Florida
-$341K -43,373 Closed
CIM
197
CIM Investment Management
Pennsylvania
-$276K -35,075 Closed
FWM
198
FFT Wealth Management
Pennsylvania
-$267K -33,920 Closed
HPCM
199
High Pointe Capital Management
Illinois
-$231K -29,380 Closed
FIM
200
Freedom Investment Management
Connecticut
-$210K -26,679 Closed

SMFG Hedge Fund Activity: Q3 2017 in Review

195 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2017, worth a combined $1.41B — up 6.4% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SMFG positions and 19 closed out — a net gain of 5 holders — while 83 added to existing stakes and 49 trimmed.

The largest buyer was Bank of America, adding an estimated $64M. The largest seller was Arrowstreet Capital, cutting an estimated $8.69M.

  • 195 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2017, up from 194 in Q2 2017.
  • Funds reported $1.41B of Sumitomo Mitsui Financial stock for Q3 2017, up 6.4% quarter-over-quarter.
  • 24 funds opened new Sumitomo Mitsui Financial positions in Q3 2017 and 19 closed out, a net change of +5 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2017 was Bank of America, an estimated $64M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2017 was Arrowstreet Capital, an estimated $8.69M sold.

Based on aggregated 13F filings for Q3 2017.