Sumitomo Mitsui Financial
SMFG
182 hedge funds and large institutions have $689M invested in Sumitomo Mitsui Financial in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 21 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
95% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 21
15% more capital invested
Capital invested by funds: $602M → $689M (+$87.3M)
9% more funds holding
Funds holding: 167 → 182 (+15)
0.09% more ownership
Funds ownership: 6.3% → 6.38% (+0.09%)
0% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$19.9M |
| 2 |
JP Morgan Chase
New York
|
+$7.4M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$4.29M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.27M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JG
Jefferies Group
New York
|
-$9.77M |
| 2 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
-$6.5M |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$5.02M |
| 4 |
Lazard Asset Management
New York
|
-$4.85M |
| 5 |
FGP
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
-$3.19M |
SMFG Hedge Fund Activity: Q4 2016 in Review
182 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2016, worth a combined $689M — up 15% from $602M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SMFG positions and 21 closed out — a net gain of 20 holders — while 57 added to existing stakes and 57 trimmed.
The largest buyer was Northern Trust, adding an estimated $19.9M. The largest seller was Jefferies Group, cutting an estimated $9.77M.
- 182 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2016, up from 167 in Q3 2016.
- Funds reported $689M of Sumitomo Mitsui Financial stock for Q4 2016, up 15% quarter-over-quarter.
- 41 funds opened new Sumitomo Mitsui Financial positions in Q4 2016 and 21 closed out, a net change of +20 holders.
- The largest Sumitomo Mitsui Financial buyer in Q4 2016 was Northern Trust, an estimated $19.9M added.
- The largest Sumitomo Mitsui Financial seller in Q4 2016 was Jefferies Group, an estimated $9.77M sold.
Based on aggregated 13F filings for Q4 2016.