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Sumitomo Mitsui Financial

228 hedge funds and large institutions have $1.62B invested in Sumitomo Mitsui Financial in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 101 increasing their positions, 34 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 34

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

18% more funds holding

Funds holding: 194228 (+34)

15% more capital invested

Capital invested by funds: $1.41B → $1.62B (+$216M)

0.28% more ownership

Funds ownership: 12.9%13.18% (+0.28%)

Holders
228
Holders Change
+34
Holders Change %
+17.53%
% of All Funds
5.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
58
Increased
101
Reduced
34
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$54K +$36.6K +4,518 +261%
PMFA
177
Plante Moran Financial Advisors
Michigan
$53K +$6.56K +810 +15%
MOS
178
MGO One Seven
Ohio
$50K +$46.4K +5,724 New
PA
179
Parallel Advisors
California
$43K +$324 +40 +0.8%
IA
180
IFP Advisors
Florida
$42K +$1.19K +147 +3%
EFSCE
181
Enterprise Financial Services Corp (EFSC)
Missouri
$39K
TL
182
TrueWealth LLC
Georgia
$34K +$31.7K +3,912 New
PFA
183
Pathway Financial Advisors
Vermont
$34K +$31.8K +3,919 New
LFA
184
Legacy Financial Advisors
Kentucky
$30K +$28.5K +3,523 New
Schroder Investment Management Group
185
Schroder Investment Management Group
United Kingdom
$29K
LIA
186
LS Investment Advisors
Michigan
$28K
FPFS
187
First Personal Financial Services
North Carolina
$28K +$26.1K +3,224 New
H
188
Hexavest
Quebec, Canada
$27K
Manulife (Manufacturers Life Insurance)
189
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26K +$10.2K +1,254 +74%
AFNAS
190
American Financial Network Advisory Services
California
$25K
TWA
191
TCI Wealth Advisors
Arizona
$24K +$5.79K +714 +35%
SSB
192
Sandy Spring Bank
Maryland
$21K +$527 +65 +3%
CHP
193
Cable Hill Partners
Oregon
$19K -$8.98K -1,108 -34%
WA
194
Winfield Associates
Ohio
$19K +$1.09K +135 +7%
TA
195
Teachers Advisors
New York
$18K +$5.01K +618 +44%
LWA
196
Lenox Wealth Advisors
New York
$18K +$13.2K +1,631 +370%
CA
197
Calton & Associates
Florida
$18K +$15.8K +1,950 New
AF
198
Advisornet Financial
Minnesota
$17K +$15.9K +1,967 New
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.4K -$3.55K -438 -20%
SIS
200
Sound Income Strategies
Florida
$15K +$13.5K +1,665 New

SMFG Hedge Fund Activity: Q4 2017 in Review

228 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2017, worth a combined $1.62B — up 15% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SMFG positions and 22 closed out — a net gain of 36 holders — while 101 added to existing stakes and 34 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $17.4M. The largest seller was Bank of America, cutting an estimated $38.1M.

  • 228 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2017, up from 194 in Q3 2017.
  • Funds reported $1.62B of Sumitomo Mitsui Financial stock for Q4 2017, up 15% quarter-over-quarter.
  • 58 funds opened new Sumitomo Mitsui Financial positions in Q4 2017 and 22 closed out, a net change of +36 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2017 was Fisher Asset Management, an estimated $17.4M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2017 was Bank of America, an estimated $38.1M sold.

Based on aggregated 13F filings for Q4 2017.