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Sumitomo Mitsui Financial

228 hedge funds and large institutions have $1.62B invested in Sumitomo Mitsui Financial in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 101 increasing their positions, 34 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 34

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

18% more funds holding

Funds holding: 194228 (+34)

15% more capital invested

Capital invested by funds: $1.41B → $1.62B (+$216M)

0.28% more ownership

Funds ownership: 12.9%13.18% (+0.28%)

Holders
228
Holders Change
+34
Holders Change %
+17.53%
% of All Funds
5.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
58
Increased
101
Reduced
34
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
201
Front Row Advisors
California
$14K +$13.5K +1,662 New
CFA
202
Carroll Financial Associates
North Carolina
$13K
ASN
203
Advisory Services Network
Georgia
$12K +$1.01K +125 +10%
SIA
204
Sit Investment Associates
Minnesota
$11K
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$11K +$65 +8 +0.6%
SFG
206
SevenBridge Financial Group
Pennsylvania
$10K
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$8K +$3.23K +399 +72%
CAW
208
Cornerstone Advisors (Washington)
Washington
$7K
DVM
209
Dreman Value Management
Florida
$7K
VFA
210
Valeo Financial Advisors
Indiana
$7K +$3.69K +456 +115%
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$7K +$6.26K +773 New
WT
212
Whittier Trust
California
$5K -$9.5K -1,172 -69%
GWS
213
Glassman Wealth Services
Virginia
$5K +$4.58K +565 New
SPI
214
Santori & Peters Inc
Pennsylvania
$5K +$4.63K +572 New
SWM
215
SeaCrest Wealth Management
New York
$5K +$4.8K +592 New
WC
216
Whitnell & Co
Illinois
$5K +$5.06K +624 New
HMS
217
Hanseatic Management Services
New Mexico
$4K
SWP
218
Stratos Wealth Partners
Ohio
$4K +$4.14K +511 New
DAM
219
Delta Asset Management
Tennessee
$3K
FGC
220
Financial Gravity Companies
Texas
$3K +$2.85K +352 New
JFA
221
JNBA Financial Advisors
Minnesota
$2K
GFP
222
Gryphon Financial Partners
Ohio
$2K +$2.24K +276 New
SIM
223
Sonora Investment Management
Arizona
$1.7K
APA
224
American Portfolios Advisors
New York
$1.47K +$1.37K +169 New
CFD
225
Creative Financial Designs
Indiana
$1K

SMFG Hedge Fund Activity: Q4 2017 in Review

228 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2017, worth a combined $1.62B — up 15% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SMFG positions and 22 closed out — a net gain of 36 holders — while 101 added to existing stakes and 34 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $17.4M. The largest seller was Bank of America, cutting an estimated $38.1M.

  • 228 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2017, up from 194 in Q3 2017.
  • Funds reported $1.62B of Sumitomo Mitsui Financial stock for Q4 2017, up 15% quarter-over-quarter.
  • 58 funds opened new Sumitomo Mitsui Financial positions in Q4 2017 and 22 closed out, a net change of +36 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2017 was Fisher Asset Management, an estimated $17.4M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2017 was Bank of America, an estimated $38.1M sold.

Based on aggregated 13F filings for Q4 2017.