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Sumitomo Mitsui Financial

167 hedge funds and large institutions have $1.17B invested in Sumitomo Mitsui Financial in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 32

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $960M → $1.17B (+$211M)

9% more funds holding

Funds holding: 153167 (+14)

1.33% more ownership

Funds ownership: 9.26%10.58% (+1.3%)

99% less call options, than puts

Call options by funds: $23K | Put options by funds: $3.41M

Holders
167
Holders Change
+14
Holders Change %
+9.15%
% of All Funds
4.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
79
Reduced
32
Closed
18
Calls
$23K
Puts
$3.41M
Net Calls
-$3.39M
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$209M +$14.6M +1,950,000 +8%
Morgan Stanley
2
Morgan Stanley
New York
$165M +$37.6M +5,035,100 +31%
MAA
3
Managed Account Advisors
New Jersey
$129M +$20.3M +2,718,757 +19%
Lazard Asset Management
4
Lazard Asset Management
New York
$115M +$6.52M +872,121 +6%
CI
5
Cambiar Investors
Colorado
$94M +$22M +2,940,498 +32%
Wells Fargo
6
Wells Fargo
California
$58.5M +$6.94M +928,749 +14%
Northern Trust
7
Northern Trust
Illinois
$41.9M +$4.8M +641,922 +13%
Bank of America
8
Bank of America
North Carolina
$35M +$820K +109,670 +2%
ClearBridge Investments
9
ClearBridge Investments
New York
$21.2M +$2.8M +374,815 +16%
JP Morgan Chase
10
JP Morgan Chase
New York
$21.1M +$1.26M +169,147 +7%
PPA
11
Parametric Portfolio Associates
Washington
$19.4M +$4.7M +628,520 +34%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$16.9M +$3.36M +449,027 +26%
CCM
13
Causeway Capital Management
California
$16.8M +$2.54M +340,097 +19%
AG
14
Aperio Group
California
$15.4M +$4.04M +540,547 +37%
BTS
15
BB&T Securities
Virginia
$15M +$901K +120,533 +165%
Goldman Sachs
16
Goldman Sachs
New York
$14.2M +$3.02M +404,432 +28%
RG
17
Renaissance Group
Kentucky
$13.1M +$1.7M +226,905 +15%
WI
18
WBI Investments
New Jersey
$8.21M +$4.13M +552,723 +109%
Renaissance Technologies
19
Renaissance Technologies
New York
$7.75M +$4.32M +578,015 +137%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.07M +$478K +63,904 +8%
CAM
21
Capstone Asset Management
Texas
$6.97M +$291K +38,889 +5%
OH
22
Orbis Holdings
Bermuda
$6.61M +$6.39M +854,112 New
Natixis Advisors
23
Natixis Advisors
Massachusetts
$5.92M +$924K +123,546 +19%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.76M +$5.24M +701,065 +1,614%
FIM
25
Freedom Investment Management
Connecticut
$5.28M +$3.18M +424,914 +165%

SMFG Hedge Fund Activity: Q1 2015 in Review

167 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2015, worth a combined $1.17B — up 22% from $960M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SMFG positions and 18 closed out — a net gain of 15 holders — while 79 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.6M. The largest seller was Two Sigma Investments, cutting an estimated $8.93M.

  • 167 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2015, up from 153 in Q4 2014.
  • Funds reported $1.17B of Sumitomo Mitsui Financial stock for Q1 2015, up 22% quarter-over-quarter.
  • 33 funds opened new Sumitomo Mitsui Financial positions in Q1 2015 and 18 closed out, a net change of +15 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2015 was Morgan Stanley, an estimated $37.6M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2015 was Two Sigma Investments, an estimated $8.93M sold.

Based on aggregated 13F filings for Q1 2015.