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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

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.

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$165M
2
CI
2
Cambiar Investors
Colorado
$94M
3
MAA
3
Managed Account Advisors
New Jersey
$129M
4
Capital World Investors
4
Capital World Investors
California
$209M
5
BTS
5
BB&T Securities
Virginia
$15M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$774K
2
Citigroup
2
Citigroup
New York
$1.3M
3
Millennium Management
3
Millennium Management
New York
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
NMC
5
Nine Masts Capital
Hong Kong
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Capital World Investors
1
Capital World Investors
California
$209M 27,000,000 +1,950,000 +8%
Morgan Stanley
2
Morgan Stanley
New York
$165M 21,303,597 +5,035,100 +31%
MAA
3
Managed Account Advisors
New Jersey
$129M 16,687,406 +2,718,757 +19%
Lazard Asset Management
4
Lazard Asset Management
New York
$115M 14,919,963 +872,121 +6%
CI
5
Cambiar Investors
Colorado
$94M 12,147,808 +2,940,498 +32%
Wells Fargo
6
Wells Fargo
California
$58.5M 7,562,368 +928,749 +14%
Northern Trust
7
Northern Trust
Illinois
$41.9M 5,408,948 +641,922 +13%
Bank of America
8
Bank of America
North Carolina
$35M 4,520,400 +109,670 +2%
ClearBridge Investments
9
ClearBridge Investments
New York
$21.2M 2,733,186 +374,815 +16%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$21.1M 2,729,384 +169,147 +7%
PPA
11
Parametric Portfolio Associates
Washington
$19.4M 2,500,284 +628,520 +34%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$16.9M 2,180,561 +449,027 +26%
CCM
13
Causeway Capital Management
California
$16.8M 2,171,860 +340,097 +19%
AG
14
Aperio Group
California
$15.4M 1,984,133 +540,547 +37%
BTS
15
BB&T Securities
Virginia
$15M 193,415 +120,533 +165%
Goldman Sachs
16
Goldman Sachs
New York
$14.2M 1,833,353 +404,432 +28%
RG
17
Renaissance Group
Kentucky
$13.1M 1,697,532 +226,905 +15%
WI
18
WBI Investments
New Jersey
$8.21M 1,060,223 +552,723 +109%
Renaissance Technologies
19
Renaissance Technologies
New York
$7.75M 1,001,400 +578,015 +137%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.07M 913,577 +63,904 +8%
CAM
21
Capstone Asset Management
Texas
$6.97M 900,799 +38,889 +5%
OH
22
Orbis Holdings
Bermuda
$6.61M 854,112 +854,112 New
Natixis Advisors
23
Natixis Advisors
Massachusetts
$5.92M 764,824 +123,546 +19%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.76M 744,504 +701,065 +1,614%
FIM
25
Freedom Investment Management
Connecticut
$5.28M 682,700 +424,914 +165%
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