Sumitomo Mitsui Financial
SMFG
163 hedge funds and large institutions have $1.08B invested in Sumitomo Mitsui Financial in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 69 increasing their positions, 40 reducing their positions, and 11 closing their positions.
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
73% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 40
41% more call options, than puts
Call options by funds: $11.1M | Put options by funds: $7.85M
7% more funds holding
Funds holding: 152 → 163 (+11)
6% more capital invested
Capital invested by funds: $1.02B → $1.08B (+$60.9M)
0.81% more ownership
Funds ownership: 8.5% → 9.3% (+0.81%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$26.2M |
| 2 |
Lazard Asset Management
New York
|
+$16.4M |
| 3 |
Morgan Stanley
New York
|
+$13.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$10.1M |
| 5 |
CI
Cambiar Investors
Denver,
Colorado
|
+$7.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$18.8M |
| 2 |
NM
Nokota Management
New York
|
-$6.51M |
| 3 |
Bank of New York Mellon
New York
|
-$2.69M |
| 4 |
Millennium Management
New York
|
-$2.54M |
| 5 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
-$1.01M |
SMFG Hedge Fund Activity: Q3 2014 in Review
163 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2014, worth a combined $1.08B — up 6% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SMFG positions and 11 closed out — a net gain of 11 holders — while 69 added to existing stakes and 40 trimmed.
The largest buyer was Managed Account Advisors, adding an estimated $26.2M. The largest seller was Neuberger Berman Group, cutting an estimated $18.8M.
- 163 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2014, up from 152 in Q2 2014.
- Funds reported $1.08B of Sumitomo Mitsui Financial stock for Q3 2014, up 6% quarter-over-quarter.
- 22 funds opened new Sumitomo Mitsui Financial positions in Q3 2014 and 11 closed out, a net change of +11 holders.
- The largest Sumitomo Mitsui Financial buyer in Q3 2014 was Managed Account Advisors, an estimated $26.2M added.
- The largest Sumitomo Mitsui Financial seller in Q3 2014 was Neuberger Berman Group, an estimated $18.8M sold.
Based on aggregated 13F filings for Q3 2014.