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Sumitomo Mitsui Financial

194 hedge funds and large institutions have $1.32B invested in Sumitomo Mitsui Financial in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more capital invested

Capital invested by funds: $658M → $1.32B (+$665M)

88% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 42

68% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 25

8% more funds holding

Funds holding: 179194 (+15)

5.49% more ownership

Funds ownership: 6.41%11.9% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
194
Holders Change
+15
Holders Change %
+8.38%
% of All Funds
4.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
79
Reduced
42
Closed
25
Calls
$83K
Puts
Net Calls
+$83K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$385M +$364M +48,974,918 New
CI
2
Cambiar Investors
Colorado
$183M +$173M +23,340,186 New
Bank of America
3
Bank of America
North Carolina
$131M +$33.5M +4,504,053 +37%
Lazard Asset Management
4
Lazard Asset Management
New York
$108M +$311K +41,835 +0.3%
Northern Trust
5
Northern Trust
Illinois
$67.4M +$11.6M +1,566,794 +22%
Morgan Stanley
6
Morgan Stanley
New York
$66M +$5.73M +771,770 +10%
PPA
7
Parametric Portfolio Associates
Washington
$40.2M +$2.11M +283,818 +6%
Wells Fargo
8
Wells Fargo
California
$34.8M +$14.5M +1,954,818 +79%
AG
9
Aperio Group
California
$27.2M +$2.94M +395,569 +13%
Goldman Sachs
10
Goldman Sachs
New York
$18.4M +$1.73M +233,386 +11%
Natixis Advisors
11
Natixis Advisors
Massachusetts
$14.7M +$394K +53,050 +3%
RJA
12
Raymond James & Associates
Florida
$13.4M +$839K +112,900 +7%
OAG
13
Orbis Allan Gray
Bermuda
$12.6M -$650K -87,445 -5%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$11M -$7.06M -950,060 -40%
Renaissance Technologies
15
Renaissance Technologies
New York
$11M +$4.86M +653,935 +87%
CCM
16
Causeway Capital Management
California
$10.6M +$1.19M +160,438 +13%
JP Morgan Chase
17
JP Morgan Chase
New York
$9.72M -$24M -3,223,607 -72%
ClearBridge Investments
18
ClearBridge Investments
New York
$9.32M +$133K +17,854 +2%
NMC
19
Nine Masts Capital
Hong Kong
$9.18M -$32.1M -4,326,278 -79%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$7.56M +$3.66M +492,726 +105%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.2M +$5.48M +738,007 +416%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$6.83M +$507K +68,269 +9%
UBS AM
23
UBS AM
Illinois
$6.77M -$531K -71,427 -8%
Two Sigma Investments
24
Two Sigma Investments
New York
$6.73M +$3.04M +409,235 +92%
CBT
25
Capital Bank & Trust
California
$6.35M +$6M +808,083 New

SMFG Hedge Fund Activity: Q2 2017 in Review

194 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2017, worth a combined $1.32B — up 101% from $658M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SMFG positions and 25 closed out — a net gain of 17 holders — while 79 added to existing stakes and 42 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $364M. The largest seller was Nine Masts Capital, cutting an estimated $32.1M.

  • 194 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2017, up from 179 in Q1 2017.
  • Funds reported $1.32B of Sumitomo Mitsui Financial stock for Q2 2017, up 101% quarter-over-quarter.
  • 42 funds opened new Sumitomo Mitsui Financial positions in Q2 2017 and 25 closed out, a net change of +17 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2017 was Fisher Asset Management, an estimated $364M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2017 was Nine Masts Capital, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2017.