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Sumitomo Mitsui Financial

230 hedge funds and large institutions have $1.63B invested in Sumitomo Mitsui Financial in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

0% more funds holding

Funds holding: 229230 (+1)

0.36% more ownership

Funds ownership: 13.18%13.53% (+0.36%)

0% more capital invested

Capital invested by funds: $1.62B → $1.63B (+$4.25M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
100
Reduced
59
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
176
Pathway Financial Advisors
Vermont
$33K
ASN
177
Advisory Services Network
Georgia
$33K +$22.7K +2,546 +185%
Manulife (Manufacturers Life Insurance)
178
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32K +$7.29K +816 +28%
LIA
179
LS Investment Advisors
Michigan
$28K
Schroder Investment Management Group
180
Schroder Investment Management Group
United Kingdom
$28K
FPFS
181
First Personal Financial Services
North Carolina
$27K -$9 -1 -0%
H
182
Hexavest
Quebec, Canada
$26K
RFA
183
Reilly Financial Advisors
California
$26K +$26.9K +3,013 New
WTB
184
Washington Trust Bank
Washington
$25K +$26.4K +2,950 New
TL
185
TrueWealth LLC
Georgia
$24K -$9.36K -1,047 -27%
RWML
186
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$21.3K
SSB
187
Sandy Spring Bank
Maryland
$21K
FCAG
188
First Capital Advisors Group
New Jersey
$19K +$19.6K +2,194 New
CHP
189
Cable Hill Partners
Oregon
$18K
TWA
190
TCI Wealth Advisors
Arizona
$17K -$6.38K -714 -26%
AF
191
Advisornet Financial
Minnesota
$17K
FRA
192
Front Row Advisors
California
$16K +$1.99K +223 +13%
SIS
193
Sound Income Strategies
Florida
$14K
BlackRock
194
BlackRock
New York
$14K +$15.1K +1,691 New
FHA
195
First Horizon Advisors
Tennessee
$14K +$15.2K +1,700 New
CFA
196
Carroll Financial Associates
North Carolina
$13K
GWM
197
Geneos Wealth Management
Colorado
$13K +$14.3K +1,600 New
LFA
198
Legacy Financial Advisors
Kentucky
$11K -$19.6K -2,199 -62%
SIA
199
Sit Investment Associates
Minnesota
$11K
CIP
200
Convergence Investment Partners
Florida
$11K +$11.1K +1,245 New

SMFG Hedge Fund Activity: Q1 2018 in Review

230 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2018, worth a combined $1.63B — up 0.26% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SMFG positions and 27 closed out — a net gain of 3 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $21.7M. The largest seller was Natixis Advisors, cutting an estimated $9.32M.

  • 230 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2018, up from 229 in Q4 2017.
  • Funds reported $1.63B of Sumitomo Mitsui Financial stock for Q1 2018, up 0.26% quarter-over-quarter.
  • 30 funds opened new Sumitomo Mitsui Financial positions in Q1 2018 and 27 closed out, a net change of +3 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2018 was Fisher Asset Management, an estimated $21.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2018 was Natixis Advisors, an estimated $9.32M sold.

Based on aggregated 13F filings for Q1 2018.