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Sumitomo Mitsui Financial

173 hedge funds and large institutions have $1.33B invested in Sumitomo Mitsui Financial in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $342K | Put options by funds: $136K

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

19% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 54

14% more capital invested

Capital invested by funds: $1.17B → $1.33B (+$159M)

4% more funds holding

Funds holding: 167173 (+6)

0.06% less ownership

Funds ownership: 10.58%10.52% (-0.06%)

Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
64
Reduced
54
Closed
18
Calls
$342K
Puts
$136K
Net Calls
+$206K
Net Calls Change
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$240M
Morgan Stanley
2
Morgan Stanley
New York
$230M +$39.5M +4,545,288 +21%
CI
3
Cambiar Investors
Colorado
$116M +$8.02M +923,890 +8%
Lazard Asset Management
4
Lazard Asset Management
New York
$115M -$17.1M -1,971,849 -13%
MAA
5
Managed Account Advisors
New Jersey
$91.3M -$55.7M -6,412,780 -38%
Northern Trust
6
Northern Trust
Illinois
$45.2M -$2.82M -324,318 -6%
Wells Fargo
7
Wells Fargo
California
$39.9M -$26.7M -3,075,962 -41%
JG
8
Jefferies Group
New York
$29.1M +$28.4M +3,270,000 New
ClearBridge Investments
9
ClearBridge Investments
New York
$26M +$1.64M +188,703 +7%
PPA
10
Parametric Portfolio Associates
Washington
$24.1M +$1.79M +206,273 +8%
AG
11
Aperio Group
California
$22.1M +$4.34M +500,243 +25%
Goldman Sachs
12
Goldman Sachs
New York
$17.5M +$1.16M +133,255 +7%
Bank of America
13
Bank of America
North Carolina
$16.7M -$23M -2,646,759 -59%
CCM
14
Causeway Capital Management
California
$16.6M -$2.69M -309,840 -14%
RG
15
Renaissance Group
Kentucky
$15.3M +$210K +24,162 +1%
JP Morgan Chase
16
JP Morgan Chase
New York
$15M -$9.03M -1,039,928 -38%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$12.7M -$6.51M -749,375 -34%
Renaissance Technologies
18
Renaissance Technologies
New York
$11.6M +$2.62M +302,100 +30%
Comerica Bank
19
Comerica Bank
Texas
$10M +$6.48M +746,364 +197%
CHCM
20
Columbus Hill Capital Management
New Jersey
$9.97M +$1.94M +223,451 New
RJA
21
Raymond James & Associates
Florida
$8.72M +$2.98M +343,194 +54%
FIM
22
Freedom Investment Management
Connecticut
$8.45M +$2.32M +267,632 +39%
Millennium Management
23
Millennium Management
New York
$8.22M +$8.03M +924,769 New
MCM
24
Moore Capital Management
New York
$7.91M +$7.73M +890,000 New
CAM
25
Capstone Asset Management
Texas
$7.9M -$104K -12,030 -1%