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Sumitomo Mitsui Financial

230 hedge funds and large institutions have $1.63B invested in Sumitomo Mitsui Financial in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

0% more funds holding

Funds holding: 229230 (+1)

0.36% more ownership

Funds ownership: 13.18%13.53% (+0.36%)

0% more capital invested

Capital invested by funds: $1.62B → $1.63B (+$4.25M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
100
Reduced
59
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
201
Valeo Financial Advisors
Indiana
$10K +$2.85K +319 +37%
CAW
202
Cornerstone Advisors (Washington)
Washington
$9K +$1.84K +206 +24%
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$8K +$1.95K +218 +28%
SWM
204
SeaCrest Wealth Management
New York
$8K +$3.26K +365 +62%
SWP
205
Stratos Wealth Partners
Ohio
$8K +$3.51K +393 +77%
WT
206
Whittier Trust
California
$8K +$3.77K +422 +80%
DVM
207
Dreman Value Management
Florida
$7K
SWP
208
Strategic Wealth Partners
Ohio
$7K +$6.99K +782 New
AC
209
Avestar Capital
New York
$6K +$5.32K +595 New
GWS
210
Glassman Wealth Services
Virginia
$5K
WC
211
Whitnell & Co
Illinois
$5K
CS
212
Credential Securities
$4.65K +$4.9K +548 New
SFG
213
SevenBridge Financial Group
Pennsylvania
$4K -$5.14K -575 -52%
HMS
214
Hanseatic Management Services
New Mexico
$4K
JA
215
JOYN Advisors
Georgia
$4K +$4.17K +467 New
GAM
216
Gemmer Asset Management
California
$4K +$4.25K +476 New
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$3K -$4.83K -540 -57%
SF
218
Synovus Financial
Georgia
$3K +$2.71K +303 New
APA
219
American Portfolios Advisors
New York
$2.09K +$688 +77 +46%
DAM
220
Delta Asset Management
Tennessee
$2K
GFP
221
Gryphon Financial Partners
Ohio
$2K
JFA
222
JNBA Financial Advisors
Minnesota
$2K
OWA
223
One Wealth Advisors
California
$2K +$1.68K +188 New
SIM
224
Sonora Investment Management
Arizona
$1.67K
FGC
225
Financial Gravity Companies
Texas
$1K -$2.55K -285 -81%

SMFG Hedge Fund Activity: Q1 2018 in Review

230 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2018, worth a combined $1.63B — up 0.26% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SMFG positions and 27 closed out — a net gain of 3 holders — while 100 added to existing stakes and 59 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $21.7M. The largest seller was Natixis Advisors, cutting an estimated $9.32M.

  • 230 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2018, up from 229 in Q4 2017.
  • Funds reported $1.63B of Sumitomo Mitsui Financial stock for Q1 2018, up 0.26% quarter-over-quarter.
  • 30 funds opened new Sumitomo Mitsui Financial positions in Q1 2018 and 27 closed out, a net change of +3 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2018 was Fisher Asset Management, an estimated $21.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2018 was Natixis Advisors, an estimated $9.32M sold.

Based on aggregated 13F filings for Q1 2018.