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Sumitomo Mitsui Financial

170 hedge funds and large institutions have $519M invested in Sumitomo Mitsui Financial in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

0.34% less ownership

Funds ownership: 6.76%6.42% (-0.34%)

3% less funds holding

Funds holding: 176170 (-6)

10% less capital invested

Capital invested by funds: $575M → $519M (-$55.5M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

29% less call options, than puts

Call options by funds: $143K | Put options by funds: $200K

Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
59
Reduced
59
Closed
28
Calls
$143K
Puts
$200K
Net Calls
-$57K
Net Calls Change
+$5.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$82.6M +$1.85M +301,984 +2%
Bank of America
2
Bank of America
North Carolina
$54.8M -$1.72M -281,613 -3%
Morgan Stanley
3
Morgan Stanley
New York
$50.4M -$28.2M -4,615,356 -34%
NMC
4
Nine Masts Capital
Hong Kong
$44.4M +$5.2M +851,005 +12%
Northern Trust
5
Northern Trust
Illinois
$31.5M +$2.01M +329,065 +6%
JG
6
Jefferies Group
New York
$20.4M -$917K -150,000 -4%
PPA
7
Parametric Portfolio Associates
Washington
$19.9M +$4.68M +765,822 +28%
CCM
8
Causeway Capital Management
California
$15.9M +$2.52M +411,715 +17%
Wells Fargo
9
Wells Fargo
California
$14.9M -$9.77M -1,598,622 -38%
AG
10
Aperio Group
California
$14.7M +$3.01M +492,351 +24%
Jane Street
11
Jane Street
New York
$11.5M +$9.1M +1,488,810 +290%
JP Morgan Chase
12
JP Morgan Chase
New York
$10.9M -$1.14M -185,949 -9%
CS
13
Credit Suisse
Switzerland
$10.5M +$3.08M +504,069 +38%
Renaissance Technologies
14
Renaissance Technologies
New York
$10.4M -$2.56M -419,000 -19%
Goldman Sachs
15
Goldman Sachs
New York
$9.24M -$2.47M -404,541 -20%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$7.98M +$3.78M +618,671 +80%
ClearBridge Investments
17
ClearBridge Investments
New York
$7.77M -$121K -19,839 -1%
RJA
18
Raymond James & Associates
Florida
$7.56M +$1.12M +183,839 +16%
OAG
19
Orbis Allan Gray
Bermuda
$7.17M +$5.67M +928,753 +286%
WT
20
Wellcome Trust
United Kingdom
$5.72M +$6.11M +1,000,000 New
UBS AM
21
UBS AM
Illinois
$5.36M -$1.12M -182,700 -16%
GT
22
Glenmede Trust
Pennsylvania
$4.59M +$4.45M +728,949 +993%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$4.54M +$1.24M +203,664 +34%
CGT
24
Capital Guardian Trust
California
$4.14M +$107K +17,456 +2%
CAM
25
Capstone Asset Management
Texas
$3.38M -$2.08M -340,830 -37%

SMFG Hedge Fund Activity: Q2 2016 in Review

170 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2016, worth a combined $519M — down 9.7% from $575M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SMFG and 23 opened new positions — a net loss of 5 holders — while 59 trimmed existing stakes and 59 added.

The largest buyer was Jane Street, adding an estimated $9.1M. The largest seller was Morgan Stanley, cutting an estimated $28.2M.

  • 170 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2016, down from 176 in Q1 2016.
  • Funds reported $519M of Sumitomo Mitsui Financial stock for Q2 2016, down 9.7% quarter-over-quarter.
  • 23 funds opened new Sumitomo Mitsui Financial positions in Q2 2016 and 28 closed out, a net change of -5 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2016 was Jane Street, an estimated $9.1M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2016 was Morgan Stanley, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2016.