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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

158 hedge funds and large institutions have $1.16B invested in Sumitomo Mitsui Financial in 2013 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 28 reducing their positions, and 20 closing their positions.

Holders
158
Holders Change
+17
Holders Change %
+12.06%
% of All Funds
4.59%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
38
Increased
65
Reduced
28
Closed
20
Calls
$5K
Puts
$246K
Net Calls
-$241K
Net Calls Change
-$116K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
CI
2
Cambiar Investors
Colorado
$28.1M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$29M
4
SC
4
Seawolf Capital
New York
$12.8M
5
BTS
5
BB&T Securities
Virginia
$10.5M

Top Sellers

1
BIP
1
Brandes Investment Partners
California
$0
2
CCM
2
Cobalt Capital Management
New Jersey
$0
3
AG
3
Aperio Group
California
$14.8M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$0
5
IG
5
ING Group
Netherlands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Capital World Investors
1
Capital World Investors
California
$283M 27,000,000 – –
Morgan Stanley
2
Morgan Stanley
New York
$137M 13,099,733 +4,798,758 +58%
Lazard Asset Management
3
Lazard Asset Management
New York
$111M 10,585,839 +348,823 +3%
MAA
4
Managed Account Advisors
New Jersey
$90.7M 8,647,413 +227,983 +3%
Bank of America
5
Bank of America
North Carolina
$32.9M 3,139,072 +526,503 +20%
Wells Fargo
6
Wells Fargo
California
$32.8M 3,126,472 +494,274 +19%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$29M 2,765,421 +1,470,576 +114%
CI
8
Cambiar Investors
Colorado
$28.1M 2,679,405 +2,679,405 New
Northern Trust
9
Northern Trust
Illinois
$26M 2,476,442 +393,642 +19%
ClearBridge Investments
10
ClearBridge Investments
New York
$25.5M 2,428,047 +354,265 +17%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$22.5M 2,144,268 +214,431 +11%
PPA
12
Parametric Portfolio Associates
Washington
$22.3M 2,125,755 +124,309 +6%
First Trust Advisors
13
First Trust Advisors
Illinois
$21.8M 2,076,700 -16,202 -0.8%
NM
14
Nokota Management
New York
$17.7M 1,683,000 – –
AG
15
Aperio Group
California
– – -1,104,126 Closed
SC
16
Seawolf Capital
New York
$12.8M 1,241,000 +1,241,000 New
Goldman Sachs
17
Goldman Sachs
New York
$11.3M 1,072,698 +66,041 +7%
BTS
18
BB&T Securities
Virginia
$10.5M 99,760 +99,760 New
EGA
19
Eagle Global Advisors
Texas
$9.5M 906,050 +2,047 +0.2%
CCM
20
Causeway Capital Management
California
$9.38M 894,045 +644,346 +258%
AIM
21
abrdn Investment Management
United Kingdom
$9.29M 885,856 +780,056 +737%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$9.18M 875,430 +2,599 +0.3%
FWCM
23
Ferguson Wellman Capital Management
Oregon
$8.96M 854,287 +14,205 +2%
Renaissance Technologies
24
Renaissance Technologies
New York
$8.42M 802,900 -513,100 -39%
GC
25
Gratry & Company
Ohio
$8.16M 777,395 +777,395 New
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