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Sumitomo Mitsui Financial

235 hedge funds and large institutions have $1.53B invested in Sumitomo Mitsui Financial in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+5
Holders Change %
+2.17%
% of All Funds
5.38%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
36
Increased
90
Reduced
76
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
201
Advisornet Financial
Minnesota
$14K -$1.19K -151 -8%
SIS
202
Sound Income Strategies
Florida
$13K
VFA
203
Valeo Financial Advisors
Indiana
$13K +$4.53K +590 +54%
WT
204
Whittier Trust
California
$13K +$8.72K +1,079 +204%
CFA
205
Carroll Financial Associates
North Carolina
$12K
BlackRock
206
BlackRock
New York
$12K +$1.48K +190 +14%
GWS
207
Glassman Wealth Services
Virginia
$12K +$7.52K +948 +168%
SSB
208
Sandy Spring Bank
Maryland
$9K +$9K +1,081 New
PMFA
209
Plante Moran Financial Advisors
Michigan
$8K -$4.14K -495 -34%
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$8K
SWM
211
SeaCrest Wealth Management
New York
$8K
LWM
212
Lenox Wealth Management
Ohio
$8K +$640 +16 +9%
GAM
213
Gemmer Asset Management
California
$8K +$1.45K +173 +22%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$7K +$4.65K +611 +198%
AF
215
Allworth Financial
California
$6K
NFG
216
Next Financial Group
Texas
$6K +$6K +731 New
LWA
217
Lenox Wealth Advisors
New York
$5K -$36.6K -4,495 -88%
SFG
218
SevenBridge Financial Group
Pennsylvania
$4K
TCOV
219
Trust Company of Vermont
Vermont
$4K +$4K +488 New
AC
220
Avestar Capital
New York
$3K -$2.1K -338 -41%
WWM
221
Wagner Wealth Management
South Carolina
$3K +$2.05K +243 +217%
SIM
222
Sonora Investment Management
Arizona
$2K
WEC
223
Winslow Evans & Crocker
Massachusetts
$2K
DAM
224
Delta Asset Management
Tennessee
$2K
OWA
225
One Wealth Advisors
California
$2K +$667 +94 +50%