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Sumitomo Mitsui Financial

179 hedge funds and large institutions have $658M invested in Sumitomo Mitsui Financial in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 6.38%6.41% (+0.03%)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

5% less capital invested

Capital invested by funds: $689M → $658M (-$31.8M)

8% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 65

2% less funds holding

Funds holding: 182179 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
60
Reduced
65
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$99.4M -$1.01M -130,573 -0.9%
Bank of America
2
Bank of America
North Carolina
$88.2M +$18.5M +2,386,542 +24%
Morgan Stanley
3
Morgan Stanley
New York
$55.3M +$207K +26,708 +0.4%
Northern Trust
4
Northern Trust
Illinois
$50.8M -$4M -515,362 -7%
NMC
5
Nine Masts Capital
Hong Kong
$40M -$8.26M -1,062,906 -16%
PPA
6
Parametric Portfolio Associates
Washington
$35M +$4.82M +620,352 +15%
JP Morgan Chase
7
JP Morgan Chase
New York
$32.3M -$18.8M -2,420,512 -35%
AG
8
Aperio Group
California
$22.2M +$2.54M +327,288 +12%
Wells Fargo
9
Wells Fargo
California
$17.9M -$300K -38,672 -2%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$17.1M +$18.3M +2,355,281 New
Goldman Sachs
11
Goldman Sachs
New York
$15.3M +$598K +77,009 +4%
Natixis Advisors
12
Natixis Advisors
Massachusetts
$13.2M +$206K +26,460 +1%
OAG
13
Orbis Allan Gray
Bermuda
$12.3M +$705K +90,785 +6%
RJA
14
Raymond James & Associates
Florida
$11.6M +$477K +61,404 +4%
JG
15
Jefferies Group
New York
$8.88M -$1.55M -200,000 -14%
CCM
16
Causeway Capital Management
California
$8.62M -$3.89M -501,276 -30%
ClearBridge Investments
17
ClearBridge Investments
New York
$8.47M +$74K +9,525 +0.8%
UBS AM
18
UBS AM
Illinois
$6.76M -$962K -123,902 -12%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$5.81M +$3.48M +447,837 +127%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$5.5M -$489K -63,002 -8%
CGT
21
Capital Guardian Trust
California
$5.48M +$109K +14,007 +2%
Renaissance Technologies
22
Renaissance Technologies
New York
$5.44M -$5.76M -741,696 -50%
CAM
23
Capstone Asset Management
Texas
$4.39M +$82.9K +10,680 +2%
ACC
24
Accident Compensation Corp
New Zealand
$3.6M -$2.1K -270 -0.1%
William Blair & Company
25
William Blair & Company
Illinois
$3.45M +$3.12M +401,698 +539%

SMFG Hedge Fund Activity: Q1 2017 in Review

179 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2017, worth a combined $658M — down 4.6% from $689M a quarter earlier.

Fund positioning in SMFG was balanced in Q1 2017: 24 funds opened new positions, 24 closed out, 60 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $18.5M. The largest seller was JP Morgan Chase, cutting an estimated $18.8M.

  • 179 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2017, down from 182 in Q4 2016.
  • Funds reported $658M of Sumitomo Mitsui Financial stock for Q1 2017, down 4.6% quarter-over-quarter.
  • 24 funds opened new Sumitomo Mitsui Financial positions in Q1 2017 and 24 closed out, a net change of 0 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2017 was Bank of America, an estimated $18.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2017 was JP Morgan Chase, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2017.