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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

235 hedge funds and large institutions have $1.53B invested in Sumitomo Mitsui Financial in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+5
Holders Change %
+2.17%
% of All Funds
5.38%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
36
Increased
90
Reduced
76
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CI
Cowen Inc
New York
$15.2M
2
Fisher Asset Management
Fisher Asset Management
Washington
$477M
3
LP
LMR Partners
United Kingdom
$6.41M
4
Federated Hermes
Federated Hermes
Pennsylvania
$8.18M
5
AG
Aperio Group
California
$37M

Top Sellers

1
CI
Cambiar Investors
Colorado
$148M
2
Bank of America
Bank of America
North Carolina
$127M
3
OAG
Orbis Allan Gray
Bermuda
$2.98M
4
SEI Investments
SEI Investments
Pennsylvania
$2.05M
5
Wells Fargo
Wells Fargo
California
$63.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
176
Steward Partners Investment Advisory
New York
$52K +$32 +4 +0.1%
AAP
177
Arax Advisory Partners
Colorado
$49K -$103K -12,860 -68%
BL
178
Balentine LLC
Georgia
$47K +$47K +5,900 New
PA
179
Parallel Advisors
California
$44K +$4.43K +550 +11%
EFSCE
180
Enterprise Financial Services Corp (EFSC)
Missouri
$43K +$1.59K +200 +4%
CFGS
181
Concourse Financial Group Securities
Alabama
$43K +$43K +5,318 New
TPWA
182
TRUE Private Wealth Advisors
Oregon
$36.3K +$36.3K +4,517 New
HR
183
Howe & Rusling
New York
$36K -$20.1K -2,480 -36%
FHA
184
Flagship Harbor Advisors
Massachusetts
$27K – – –
LIA
185
LS Investment Advisors
Michigan
$26K – – –
H
186
Hexavest
Quebec, Canada
$25K – – –
IA
187
IFP Advisors
Florida
$25K +$2.3K +283 +10%
CAW
188
Cornerstone Advisors (Washington)
Washington
$25K +$14.7K +1,858 +142%
TRCT
189
Tower Research Capital (TRC)
New York
$24K -$17.8K -2,234 -43%
WTB
190
Washington Trust Bank
Washington
$24K – – –
TL
191
TrueWealth LLC
Georgia
$23K – – –
WSTAM
192
Wilbanks Smith & Thomas Asset Management
Virginia
$22K +$22K +2,763 New
ASN
193
Advisory Services Network
Georgia
$21K -$10.8K -1,335 -34%
TAIM
194
TD Ameritrade Investment Management
Nebraska
$20K +$18.9K +2,353 +1,718%
MCM
195
Manchester Capital Management
Vermont
$19K – – –
CQS
196
Credential Qtrade Securities
$18.4K +$18.4K +2,296 New
LFA
197
Legacy Financial Advisors
Kentucky
$18K +$1.19K +151 +7%
TWA
198
TCI Wealth Advisors
Arizona
$16K – – –
FHA
199
First Horizon Advisors
Tennessee
$15K +$5.46K +689 +57%
FPFS
200
First Personal Financial Services
North Carolina
$14K -$12.7K -1,534 -48%
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