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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

180 hedge funds and large institutions have $689M invested in Sumitomo Mitsui Financial in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 21 closing their positions.

Holders
180
Holders Change
+16
Holders Change %
+9.76%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
42
Increased
55
Reduced
57
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$57.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$52.6M
3
PPA
3
Parametric Portfolio Associates
Washington
$32.2M
4
Bank of America
4
Bank of America
North Carolina
$74.7M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$3.4M

Top Sellers

1
JG
1
Jefferies Group
New York
$10.9M
2
NMC
2
Nine Masts Capital
Hong Kong
$50.2M
3
GT
3
Glenmede Trust
Pennsylvania
$770K
4
Lazard Asset Management
4
Lazard Asset Management
New York
$106M
5
FGP
5
Foyston, Gordon, & Payne
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
1
Lazard Asset Management
New York
$106M 13,837,860 -667,714 -5%
Bank of America
2
Bank of America
North Carolina
$74.7M 9,777,452 +588,635 +6%
Morgan Stanley
3
Morgan Stanley
New York
$58.1M 7,602,204 -305,875 -4%
Northern Trust
4
Northern Trust
Illinois
$57.5M 7,524,694 +2,742,739 +57%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$52.6M 6,880,327 +1,018,943 +17%
NMC
6
Nine Masts Capital
Hong Kong
$50.2M 6,569,179 -895,741 -12%
PPA
7
Parametric Portfolio Associates
Washington
$32.2M 4,208,916 +590,888 +16%
AG
8
Aperio Group
California
$20.9M 2,734,801 -224,265 -8%
Wells Fargo
9
Wells Fargo
California
$19.2M 2,509,701 -8,429 -0.3%
Goldman Sachs
10
Goldman Sachs
New York
$15.5M 2,031,474 +114,354 +6%
Natixis Advisors
11
Natixis Advisors
Massachusetts
$13.7M 1,795,537 +285,817 +19%
CCM
12
Causeway Capital Management
California
$12.6M 1,689,811 -100,345 -6%
OAG
13
Orbis Allan Gray
Bermuda
$12.2M 1,600,793 -236,401 -13%
RJA
14
Raymond James & Associates
Florida
$11.7M 1,531,850 +150,007 +11%
Renaissance Technologies
15
Renaissance Technologies
New York
$11.4M 1,492,100 -86,200 -5%
JG
16
Jefferies Group
New York
$10.9M 1,425,575 -1,345,890 -49%
ClearBridge Investments
17
ClearBridge Investments
New York
$8.85M 1,158,209 -94,309 -8%
UBS AM
18
UBS AM
Illinois
$8.07M 1,056,438 -23,534 -2%
WT
19
Wellcome Trust
United Kingdom
$7.64M 1,000,000 – –
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$6.28M 822,341 +41,087 +5%
CGT
21
Capital Guardian Trust
California
$5.67M 741,755 +16,044 +2%
CAM
22
Capstone Asset Management
Texas
$4.55M 594,862 +1,070 +0.2%
ACC
23
Accident Compensation Corp
New Zealand
$3.79M 496,648 -3,763 -0.8%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$3.4M 444,448 +444,448 New
Comerica Bank
25
Comerica Bank
Texas
$3.39M 425,327 +53,260 +14%
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