SMFG icon

Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

247 hedge funds and large institutions have $1.24B invested in Sumitomo Mitsui Financial in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 67 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
5.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
53
Increased
67
Reduced
104
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NMC
Nine Masts Capital
Hong Kong
$28.8M
2
LP
LMR Partners
United Kingdom
$23.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.2M
4
Marshall Wace
Marshall Wace
United Kingdom
$7.71M
5
Federated Hermes
Federated Hermes
Pennsylvania
$10.6M

Top Sellers

1
CI
Cambiar Investors
Colorado
$98.4M
2
CI
Cowen Inc
New York
$2.62M
3
Morgan Stanley
Morgan Stanley
New York
$56.3M
4
Wells Fargo
Wells Fargo
California
$45.6M
5
Lazard Asset Management
Lazard Asset Management
New York
$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
201
First Horizon Advisors
Tennessee
$12K +$291 +47 +2%
MNBTD
202
Moody National Bank Trust Division
Texas
$12K +$12K +1,820 New
CQS
203
Credential Qtrade Securities
$11.4K -$3.57K -548 -24%
FPFS
204
First Personal Financial Services
North Carolina
$11K – – –
LC
205
Lavaca Capital
Texas
$11K +$11K +1,618 New
CFA
206
Carroll Financial Associates
North Carolina
$10K – – –
WT
207
Whittier Trust
California
$10K – – –
AIA
208
Alera Investment Advisors
Illinois
$10K +$10K +1,468 New
ASN
209
Advisory Services Network
Georgia
$9K -$8.09K -1,224 -47%
LWM
210
Lenox Wealth Management
Ohio
$9K -$27K -150 -75%
PMFA
211
Plante Moran Financial Advisors
Michigan
$9K +$2.68K +406 +42%
AC
212
Avestar Capital
New York
$8K +$4.97K +791 +164%
SF
213
Synovus Financial
Georgia
$8K +$8K +1,193 New
AIC
214
Ameritas Investment Company
Nebraska
$8K +$8K +1,203 New
RCG
215
Ruggie Capital Group
Florida
$8K +$8K +1,222 New
FCA
216
FinTrust Capital Advisors
South Carolina
$8K +$8K +1,245 New
SSB
217
Sandy Spring Bank
Maryland
$7K – – –
IA
218
IFP Advisors
Florida
$6K -$13K -2,104 -68%
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
WAM
220
Watermark Asset Management
California
$6K +$6K +871 New
GSC
221
G&S Capital
Colorado
$6K +$6K +885 New
BFEC
222
Benjamin F. Edwards & Company
Missouri
$6K +$6K +921 New
BBHC
223
Brown Brothers Harriman & Co
New York
$6K +$6K +935 New
AWM
224
Avior Wealth Management
Nebraska
$6K +$6K +984 New
VFA
225
Valeo Financial Advisors
Indiana
$5K -$6.62K -964 -57%
7 8
9
10 11