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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

162 hedge funds and large institutions have $1.08B invested in Sumitomo Mitsui Financial in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
69
Reduced
40
Closed
11
Calls
$11.1M
Puts
$7.85M
Net Calls
+$3.23M
Net Calls Change
+$48B

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$108M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$113M
3
Morgan Stanley
3
Morgan Stanley
New York
$143M
4
Wells Fargo
4
Wells Fargo
California
$52.4M
5
CI
5
Cambiar Investors
Colorado
$76.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$8.07M
2
NM
2
Nokota Management
New York
$4.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$2.28M
4
Millennium Management
4
Millennium Management
New York
$919K
5
HCMT
5
Highland Capital Management (Texas)
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Capital World Investors
1
Capital World Investors
California
$221M 27,000,000 – –
Morgan Stanley
2
Morgan Stanley
New York
$143M 17,385,442 +1,671,685 +11%
Lazard Asset Management
3
Lazard Asset Management
New York
$113M 13,744,095 +1,996,250 +17%
MAA
4
Managed Account Advisors
New Jersey
$108M 13,178,821 +3,196,213 +32%
CI
5
Cambiar Investors
Colorado
$76.4M 9,319,241 +873,347 +10%
Wells Fargo
6
Wells Fargo
California
$52.4M 6,389,432 +1,228,961 +24%
Bank of America
7
Bank of America
North Carolina
$36.8M 4,490,622 +225,502 +5%
Northern Trust
8
Northern Trust
Illinois
$34.4M 4,191,721 +208,369 +5%
ClearBridge Investments
9
ClearBridge Investments
New York
$20.6M 2,507,176 -16,603 -0.7%
PPA
10
Parametric Portfolio Associates
Washington
$20M 2,437,883 +72,203 +3%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$18.5M 2,257,038 -63,915 -3%
CCM
12
Causeway Capital Management
California
$15.2M 1,855,904 +79,058 +4%
AG
13
Aperio Group
California
$14.5M 1,763,549 +259,384 +17%
CGT
14
Capital Guardian Trust
California
$14.3M 1,742,247 +248,624 +17%
Goldman Sachs
15
Goldman Sachs
New York
$11.9M 1,455,761 +210,136 +17%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$8.07M 983,593 -2,290,176 -70%
Renaissance Technologies
17
Renaissance Technologies
New York
$7.53M 918,035 +505,144 +122%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$7.22M 879,986 +192,727 +28%
EGA
19
Eagle Global Advisors
Texas
$6.89M 839,647 -2,511 -0.3%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$6.72M 819,111 +107,466 +15%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$6.09M 742,148 +150,002 +25%
DVM
22
Dreman Value Management
Florida
$6.07M 739,595 +92,902 +14%
US Bancorp
23
US Bancorp
Minnesota
$6.01M 732,585 -48,336 -6%
BTS
24
BB&T Securities
Virginia
$5.43M 66,177 +6,856 +12%
GI
25
Glovista Investments
New Jersey
$5.05M 615,192 +615,192 New
1
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