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Sumitomo Mitsui Financial

231 hedge funds and large institutions have $1.54B invested in Sumitomo Mitsui Financial in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 67

1% more funds holding

Funds holding: 229231 (+2)

0.48% more ownership

Funds ownership: 13.53%14.01% (+0.48%)

5% less capital invested

Capital invested by funds: $1.63B → $1.54B (-$87M)

Holders
231
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
5.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
82
Reduced
67
Closed
28
Calls
$1.11M
Puts
Net Calls
+$1.11M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
SeaCrest Wealth Management
New York
$7K
Bessemer Group
202
Bessemer Group
New Jersey
$7K +$7.04K +847 New
GAM
203
Gemmer Asset Management
California
$6K +$2.57K +309 +65%
AF
204
Allworth Financial
California
$6K +$6.12K +736 New
CF
205
Centaurus Financial
California
$6K +$6.26K +753 New
TFS
206
TrustCore Financial Services
Tennessee
$6K +$6.37K +767 New
WC
207
Whitnell & Co
Illinois
$5K
AC
208
Avestar Capital
New York
$5K +$1.88K +226 +38%
CS
209
Credential Securities
$4.26K
WT
210
Whittier Trust
California
$4K -$3.51K -422 -44%
GWS
211
Glassman Wealth Services
Virginia
$4K
SFG
212
SevenBridge Financial Group
Pennsylvania
$4K
BCA
213
Bay Colony Advisors
Massachusetts
$3K +$2.87K +345 New
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$3K +$3.02K +364 New
CFN
215
Cordasco Financial Network
Florida
$3K +$3.41K +410 New
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$2K -$1.78K -214 -52%
DAM
217
Delta Asset Management
Tennessee
$2K
GFP
218
Gryphon Financial Partners
Ohio
$2K
JFA
219
JNBA Financial Advisors
Minnesota
$2K
SIM
220
Sonora Investment Management
Arizona
$2K
WEC
221
Winslow Evans & Crocker
Massachusetts
$2K
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.56K +308 New
CBT
223
Capital Bank & Trust
California
$1K -$2.3M -277,411 -100%
CFD
224
Creative Financial Designs
Indiana
$1K
GRP
225
Global Retirement Partners
California
$1K

SMFG Hedge Fund Activity: Q2 2018 in Review

231 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2018, worth a combined $1.54B — down 5.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SMFG positions and 28 closed out — a net gain of 7 holders — while 82 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $28.7M. The largest seller was Bank of America, cutting an estimated $7.09M.

  • 231 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2018, up from 229 in Q1 2018.
  • Funds reported $1.54B of Sumitomo Mitsui Financial stock for Q2 2018, down 5.3% quarter-over-quarter.
  • 35 funds opened new Sumitomo Mitsui Financial positions in Q2 2018 and 28 closed out, a net change of +7 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2018 was Wells Fargo, an estimated $28.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2018 was Bank of America, an estimated $7.09M sold.

Based on aggregated 13F filings for Q2 2018.