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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

162 hedge funds and large institutions have $972M invested in Sumitomo Mitsui Financial in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 46 reducing their positions, and 20 closing their positions.

Holders
162
Holders Change
+4
Holders Change %
+2.53%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
25
Increased
63
Reduced
46
Closed
20
Calls
$4.59M
Puts
$49.2B
Net Calls
-$49.2B
Net Calls Change
-$49.2B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$130M
2
CI
2
Cambiar Investors
Colorado
$38.7M
3
AG
3
Aperio Group
California
$11M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$101M
5
CGT
5
Capital Guardian Trust
California
$11.8M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$160K
2
SC
2
Seawolf Capital
New York
$0
3
AIM
3
abrdn Investment Management
United Kingdom
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$0
5
FWCM
5
Ferguson Wellman Capital Management
Oregon
$944K
Name Market Value Shares Shares
Change 		Shares
Change %
Capital World Investors
1
Capital World Investors
California
$234M 27,000,000 – –
Morgan Stanley
2
Morgan Stanley
New York
$130M 15,000,236 +1,900,503 +15%
Lazard Asset Management
3
Lazard Asset Management
New York
$101M 11,648,648 +1,062,809 +10%
MAA
4
Managed Account Advisors
New Jersey
$78.3M 9,050,214 +402,801 +5%
CI
5
Cambiar Investors
Colorado
$38.7M 4,478,473 +1,799,068 +67%
Wells Fargo
6
Wells Fargo
California
$31M 3,586,098 +459,626 +15%
Bank of America
7
Bank of America
North Carolina
$29.5M 3,409,405 +270,333 +9%
Northern Trust
8
Northern Trust
Illinois
$27M 3,123,373 +646,931 +26%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$26M 3,011,485 +246,064 +9%
ClearBridge Investments
10
ClearBridge Investments
New York
$21.5M 2,480,741 +52,694 +2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$21M 2,429,857 +285,589 +13%
PPA
12
Parametric Portfolio Associates
Washington
$18.8M 2,169,031 +43,276 +2%
NM
13
Nokota Management
New York
$15.2M 1,758,000 +75,000 +4%
CGT
14
Capital Guardian Trust
California
$11.8M 1,367,137 +721,606 +112%
CCM
15
Causeway Capital Management
California
$11.3M 1,310,804 +416,759 +47%
AG
16
Aperio Group
California
$11M 1,271,687 +1,271,687 New
Goldman Sachs
17
Goldman Sachs
New York
$9.89M 1,143,504 +70,806 +7%
BTS
18
BB&T Securities
Virginia
$9.34M 107,956 +8,196 +8%
EGA
19
Eagle Global Advisors
Texas
$7.36M 850,983 -55,067 -6%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$7.3M 843,406 -32,024 -4%
US Bancorp
21
US Bancorp
Minnesota
$6.99M 807,593 +274,412 +51%
GC
22
Gratry & Company
Ohio
$6.24M 721,020 -56,375 -7%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$5.93M 685,285 -11,359 -2%
DVM
24
Dreman Value Management
Florida
$5.83M 673,897 +154,965 +30%
Comerica Bank
25
Comerica Bank
Texas
$5.09M 588,599 +66,455 +13%
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