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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

247 hedge funds and large institutions have $1.24B invested in Sumitomo Mitsui Financial in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 67 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
5.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
53
Increased
67
Reduced
104
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NMC
Nine Masts Capital
Hong Kong
+$25.1M
2
LP
LMR Partners
United Kingdom
+$18.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.1M
4
Marshall Wace
Marshall Wace
United Kingdom
+$7.71M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$4M

Top Sellers

1
CI
Cambiar Investors
Colorado
-$21.4M
2
CI
Cowen Inc
New York
-$9.73M
3
Morgan Stanley
Morgan Stanley
New York
-$8.17M
4
Wells Fargo
Wells Fargo
California
-$5.85M
5
Lazard Asset Management
Lazard Asset Management
New York
-$5.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
IDBONY
176
Israel Discount Bank of New York
New York
$45K -$22.7K -3,500 -34%
LWM
177
Liberty Wealth Management
California
$45K +$45K +6,915 New
TRCT
178
Tower Research Capital (TRC)
New York
$43K +$23.6K +3,651 +121%
PA
179
Parallel Advisors
California
$38K +$2.97K +463 +8%
AAP
180
Arax Advisory Partners
Colorado
$37K -$3.29K -501 -8%
CFGS
181
Concourse Financial Group Securities
Alabama
$37K +$2.61K +404 +8%
EFSCE
182
Enterprise Financial Services Corp (EFSC)
Missouri
$33K -$2.05K -315 -6%
HR
183
Howe & Rusling
New York
$29K – – –
MOS
184
MGO One Seven
Ohio
$27K +$27K +4,241 New
WANY
185
Wealthspire Advisors (New York)
New York
$25K +$25K +3,786 New
CAM
186
Cresset Asset Management
Illinois
$25K +$25K +3,817 New
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$24K +$24K +3,686 New
TAIM
188
TD Ameritrade Investment Management
Nebraska
$23K +$6.83K +1,051 +42%
Fidelity Investments
189
Fidelity Investments
Massachusetts
$21K -$75.9K -11,891 -78%
H
190
Hexavest
Quebec, Canada
$20K – – –
FHA
191
Flagship Harbor Advisors
Massachusetts
$19K -$2.22K -352 -10%
WTB
192
Washington Trust Bank
Washington
$19K – – –
MCM
193
Manchester Capital Management
Vermont
$18K – – –
BCA
194
Berman Capital Advisors
Georgia
$17K +$17K +2,826 New
FRA
195
Front Row Advisors
California
$16K +$3.46K +534 +28%
PB
196
Pinnacle Bancorp
Nebraska
$16K +$16K +2,485 New
PWMG
197
Prestige Wealth Management Group
New Jersey
$14K +$14K +2,181 New
Bessemer Group
198
Bessemer Group
New Jersey
$14K +$14K +2,202 New
CAW
199
Cornerstone Advisors (Washington)
Washington
$13K -$7.77K -1,184 -37%
TWA
200
TCI Wealth Advisors
Arizona
$13K – – –
6 7
8
9 10