Sumitomo Mitsui Financial
SMFG
195 hedge funds and large institutions have $1.41B invested in Sumitomo Mitsui Financial in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 49 reducing their positions, and 19 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 49
26% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 19
6% more capital invested
Capital invested by funds: $1.32B → $1.41B (+$84.2M)
1% more ownership
Funds ownership: 11.9% → 12.9% (+1%)
1% more funds holding
Funds holding: 194 → 195 (+1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$64M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$13.9M |
| 3 |
CI
Cambiar Investors
Denver,
Colorado
|
+$10.7M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$7.03M |
| 5 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$5.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$8.69M |
| 2 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
-$5.71M |
| 3 |
Two Sigma Investments
New York
|
-$4.22M |
| 4 |
Millennium Management
New York
|
-$2.76M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
CIBC World Market
Toronto,
Ontario, Canada
| – | -$160K | -20,344 | Closed |
|
|
LWM
202
Lenox Wealth Management
Cincinnati,
Ohio
| – | -$90K | -11,348 | Closed |
|
|
SI
203
Stephens Inc
Little Rock,
Arkansas
| – | -$88K | -11,185 | Closed |
|
|
OA
204
Opes Advisors
Cupertino,
California
| – | -$83K | -10,928 | Closed |
|
|
HW
205
Hancock Whitney
Gulfport,
Mississippi
| – | -$80K | -10,181 | Closed |
|
|
NIT
206
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$32K | -4,100 | Closed |
|
|
DADC
207
D.A. Davidson & Co
Great Falls,
Montana
| – | -$13K | -1,719 | Closed |
|
|
AIM
208
Acrospire Investment Management
Chicago,
Illinois
| – | -$7K | -888 | Closed |
|
209
Bessemer Group
Woodbridge,
New Jersey
| – | -$6K | -706 | Closed |
|
|
NA
210
NewEdge Advisors
New Orleans,
Louisiana
| – | -$5.25K | -682 | Closed |
|
|
CTC
211
Central Trust Company
Jefferson City,
Missouri
| – | -$3K | -409 | Closed |
|
|
TWI
212
Thomas White International
Chicago,
Illinois
| – | -$3K | -374 | Closed |
|
|
CFG
213
Citizens Financial Group
Providence,
Rhode Island
| – | -$3K | -368 | Closed |
|
SMFG Hedge Fund Activity: Q3 2017 in Review
195 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2017, worth a combined $1.41B — up 6.4% from $1.32B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SMFG positions and 19 closed out — a net gain of 5 holders — while 83 added to existing stakes and 49 trimmed.
The largest buyer was Bank of America, adding an estimated $64M. The largest seller was Arrowstreet Capital, cutting an estimated $8.69M.
- 195 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2017, up from 194 in Q2 2017.
- Funds reported $1.41B of Sumitomo Mitsui Financial stock for Q3 2017, up 6.4% quarter-over-quarter.
- 24 funds opened new Sumitomo Mitsui Financial positions in Q3 2017 and 19 closed out, a net change of +5 holders.
- The largest Sumitomo Mitsui Financial buyer in Q3 2017 was Bank of America, an estimated $64M added.
- The largest Sumitomo Mitsui Financial seller in Q3 2017 was Arrowstreet Capital, an estimated $8.69M sold.
Based on aggregated 13F filings for Q3 2017.