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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

152 hedge funds and large institutions have $1.02B invested in Sumitomo Mitsui Financial in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 66 increasing their positions, 42 reducing their positions, and 24 closing their positions.

Holders
152
Holders Change
-10
Holders Change %
-6.17%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
66
Reduced
42
Closed
24
Calls
$13.1M
Puts
$48B
Net Calls
-$48B
Net Calls Change
+$1.17B

Top Buyers

1
CI
1
Cambiar Investors
Colorado
$71.5M
2
Wells Fargo
2
Wells Fargo
California
$43.7M
3
MAA
3
Managed Account Advisors
New Jersey
$84.6M
4
Northern Trust
4
Northern Trust
Illinois
$33.7M
5
Bank of America
5
Bank of America
North Carolina
$36.1M

Top Sellers

1
GC
1
Gratry & Company
Ohio
$0
2
BTS
2
BB&T Securities
Virginia
$5.02M
3
NM
3
Nokota Management
New York
$11.4M
4
TCA
4
Taconic Capital Advisors
New York
$0
5
PIA
5
Philadelphia International Advisors
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Capital World Investors
1
Capital World Investors
California
$229M 27,000,000 – –
Morgan Stanley
2
Morgan Stanley
New York
$133M 15,713,757 +713,521 +5%
Lazard Asset Management
3
Lazard Asset Management
New York
$99.5M 11,747,845 +99,197 +0.9%
MAA
4
Managed Account Advisors
New Jersey
$84.6M 9,982,608 +932,394 +10%
CI
5
Cambiar Investors
Colorado
$71.5M 8,445,894 +3,967,421 +89%
Wells Fargo
6
Wells Fargo
California
$43.7M 5,160,471 +1,574,373 +44%
Bank of America
7
Bank of America
North Carolina
$36.1M 4,265,120 +855,715 +25%
Northern Trust
8
Northern Trust
Illinois
$33.7M 3,983,352 +859,979 +28%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$27.7M 3,273,769 +262,284 +9%
ClearBridge Investments
10
ClearBridge Investments
New York
$21.4M 2,523,779 +43,038 +2%
PPA
11
Parametric Portfolio Associates
Washington
$20M 2,365,680 +196,649 +9%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$19.7M 2,320,953 -108,904 -4%
CCM
13
Causeway Capital Management
California
$14.6M 1,776,846 +466,042 +36%
AG
14
Aperio Group
California
$12.7M 1,504,165 +232,478 +18%
CGT
15
Capital Guardian Trust
California
$12.7M 1,493,623 +126,486 +9%
NM
16
Nokota Management
New York
$11.4M 1,343,000 -415,000 -24%
Goldman Sachs
17
Goldman Sachs
New York
$10.6M 1,245,625 +102,121 +9%
EGA
18
Eagle Global Advisors
Texas
$7.13M 842,158 -8,825 -1%
US Bancorp
19
US Bancorp
Minnesota
$6.61M 780,921 -26,672 -3%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$6.03M 711,645 -131,761 -16%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$5.82M 687,259 +408,166 +146%
DVM
22
Dreman Value Management
Florida
$5.48M 646,693 -27,204 -4%
WIS
23
Wright Investors Service
Connecticut
$5.14M 606,485 +154,265 +34%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$5.14M 606,232 -79,053 -12%
BTS
25
BB&T Securities
Virginia
$5.02M 59,321 -48,635 -45%
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