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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

141 hedge funds and large institutions have $959M invested in Sumitomo Mitsui Financial in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 15 closing their positions.

Holders
141
Holders Change
–
Holders Change %
0%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
17
Increased
59
Reduced
40
Closed
15
Calls
$13K
Puts
$138K
Net Calls
-$125K
Net Calls Change
-$166K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.8M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$20.2M
3
FWCM
3
Ferguson Wellman Capital Management
Oregon
$8.17M
4
DVM
4
Dreman Value Management
Florida
$7.11M
5
NM
5
Nokota Management
New York
$16.4M

Top Sellers

1
BIP
1
Brandes Investment Partners
California
$40.6M
2
MAMNY
2
Marathon Asset Management (New York)
New York
$2.28M
3
IG
3
ING Group
Netherlands
$6.78M
4
CGI
4
CI Global Investments
California
$0
5
Lazard Asset Management
5
Lazard Asset Management
New York
$99.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital World Investors
1
Capital World Investors
California
$263M 27,000,000 – –
Lazard Asset Management
2
Lazard Asset Management
New York
$99.6M 10,237,016 -657,205 -6%
MAA
3
Managed Account Advisors
New Jersey
$81.9M 8,419,430 +226,412 +3%
Morgan Stanley
4
Morgan Stanley
New York
$80.8M 8,300,975 +2,218,576 +36%
BIP
5
Brandes Investment Partners
California
$40.6M 4,167,928 -3,318,216 -44%
Wells Fargo
6
Wells Fargo
California
$25.6M 2,632,198 +10,202 +0.4%
Bank of America
7
Bank of America
North Carolina
$25.4M 2,612,569 +247,224 +10%
First Trust Advisors
8
First Trust Advisors
Illinois
$20.4M 2,092,902 +43,612 +2%
Northern Trust
9
Northern Trust
Illinois
$20.3M 2,082,800 +325,689 +19%
ClearBridge Investments
10
ClearBridge Investments
New York
$20.2M 2,073,782 +1,319,808 +175%
PPA
11
Parametric Portfolio Associates
Washington
$19.5M 2,001,446 +153,139 +8%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$18.8M 1,929,837 +39,335 +2%
NM
13
Nokota Management
New York
$16.4M 1,683,000 +360,599 +27%
CCM
14
Cobalt Capital Management
New Jersey
$13.4M 1,375,794 -656,137 -32%
Renaissance Technologies
15
Renaissance Technologies
New York
$12.8M 1,316,000 +99,600 +8%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$12.6M 1,294,845 +39,233 +3%
AG
17
Aperio Group
California
$10.7M 1,104,126 +194,760 +21%
Goldman Sachs
18
Goldman Sachs
New York
$9.8M 1,006,657 +115,539 +13%
EGA
19
Eagle Global Advisors
Texas
$8.8M 904,003 -16,207 -2%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$8.49M 872,831 -74,664 -8%
FWCM
21
Ferguson Wellman Capital Management
Oregon
$8.17M 840,082 +840,082 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.23M 742,906 +27,805 +4%
Federated Hermes
23
Federated Hermes
Pennsylvania
$7.14M 733,965 – –
DVM
24
Dreman Value Management
Florida
$7.11M 730,434 +730,434 New
IG
25
ING Group
Netherlands
$6.78M 697,040 -1,126,460 -62%
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