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Sumitomo Mitsui Financial

231 hedge funds and large institutions have $1.54B invested in Sumitomo Mitsui Financial in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 67

1% more funds holding

Funds holding: 229231 (+2)

0.48% more ownership

Funds ownership: 13.53%14.01% (+0.48%)

5% less capital invested

Capital invested by funds: $1.63B → $1.54B (-$87M)

Holders
231
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
5.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
82
Reduced
67
Closed
28
Calls
$1.11M
Puts
Net Calls
+$1.11M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
176
First Personal Financial Services
North Carolina
$25K
LIA
177
LS Investment Advisors
Michigan
$25K
H
178
Hexavest
Quebec, Canada
$24K
RFA
179
Reilly Financial Advisors
California
$23K
WTB
180
Washington Trust Bank
Washington
$23K
IA
181
IFP Advisors
Florida
$22K -$17.2K -2,071 -43%
TL
182
TrueWealth LLC
Georgia
$22K
NIT
183
NumerixS Investment Technologies
British Columbia, Canada
$19K +$19.9K +2,400 New
LF
184
Lee Financial
Texas
$18K +$18.8K +2,268 New
MCM
185
Manchester Capital Management
Vermont
$18K +$19.4K +2,336 New
CHP
186
Cable Hill Partners
Oregon
$17K
TWA
187
TCI Wealth Advisors
Arizona
$16K
LFA
188
Legacy Financial Advisors
Kentucky
$16K +$6.75K +813 +61%
AF
189
Advisornet Financial
Minnesota
$15K -$291 -35 -2%
SIS
190
Sound Income Strategies
Florida
$13K
CFA
191
Carroll Financial Associates
North Carolina
$12K
GWM
192
Geneos Wealth Management
Colorado
$12K
PMFA
193
Plante Moran Financial Advisors
Michigan
$11K -$50.6K -6,086 -81%
BlackRock
194
BlackRock
New York
$10K -$2.84K -342 -20%
CAW
195
Cornerstone Advisors (Washington)
Washington
$10K +$2.12K +255 +24%
RWP
196
RWA Wealth Partners
Massachusetts
$10K +$10.2K +1,229 New
VFA
197
Valeo Financial Advisors
Indiana
$9K -$565 -68 -6%
FHA
198
First Horizon Advisors
Tennessee
$8K -$4.12K -496 -29%
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$8K
WT
200
Washington Trust
Rhode Island
$8K +$8.03K +966 New

SMFG Hedge Fund Activity: Q2 2018 in Review

231 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2018, worth a combined $1.54B — down 5.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SMFG positions and 28 closed out — a net gain of 7 holders — while 82 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $28.7M. The largest seller was Bank of America, cutting an estimated $7.09M.

  • 231 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2018, up from 229 in Q1 2018.
  • Funds reported $1.54B of Sumitomo Mitsui Financial stock for Q2 2018, down 5.3% quarter-over-quarter.
  • 35 funds opened new Sumitomo Mitsui Financial positions in Q2 2018 and 28 closed out, a net change of +7 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2018 was Wells Fargo, an estimated $28.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2018 was Bank of America, an estimated $7.09M sold.

Based on aggregated 13F filings for Q2 2018.