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Sumitomo Mitsui Financial

195 hedge funds and large institutions have $1.41B invested in Sumitomo Mitsui Financial in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 49

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $1.32B → $1.41B (+$84.2M)

1% more ownership

Funds ownership: 11.9%12.9% (+1%)

1% more funds holding

Funds holding: 194195 (+1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
195
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
4.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
83
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$392M +$13.9M +1,819,198 +4%
Bank of America
2
Bank of America
North Carolina
$193M +$64M +8,399,809 +50%
CI
3
Cambiar Investors
Colorado
$191M +$10.7M +1,399,760 +6%
Lazard Asset Management
4
Lazard Asset Management
New York
$107M +$1.18M +155,312 +1%
Northern Trust
5
Northern Trust
Illinois
$71.7M +$5.53M +725,931 +8%
Morgan Stanley
6
Morgan Stanley
New York
$64.8M -$9.72K -1,276 -0%
PPA
7
Parametric Portfolio Associates
Washington
$46.5M +$7.03M +922,574 +18%
Wells Fargo
8
Wells Fargo
California
$35.7M +$1.6M +209,872 +5%
AG
9
Aperio Group
California
$27.7M +$1.07M +140,124 +4%
Goldman Sachs
10
Goldman Sachs
New York
$18.4M +$350K +45,982 +2%
CCM
11
Causeway Capital Management
California
$16.4M +$5.96M +781,851 +58%
RJA
12
Raymond James & Associates
Florida
$14.9M +$1.72M +225,874 +13%
CGH
13
Crossmark Global Holdings
Texas
$14.7M +$14.5M +1,901,797 New
Natixis Advisors
14
Natixis Advisors
Massachusetts
$14.5M +$90.1K +11,821 +0.6%
OAG
15
Orbis Allan Gray
Bermuda
$12.4M
Renaissance Technologies
16
Renaissance Technologies
New York
$12M +$1.15M +150,561 +11%
JP Morgan Chase
17
JP Morgan Chase
New York
$9.4M -$101K -13,303 -1%
ClearBridge Investments
18
ClearBridge Investments
New York
$9.18M +$38.6K +5,059 +0.4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$7.18M +$118K +15,442 +2%
Deutsche Bank
20
Deutsche Bank
Germany
$7.04M +$1.91M +250,227 +38%
CBT
21
Capital Bank & Trust
California
$6.66M +$421K +55,183 +7%
UBS AM
22
UBS AM
Illinois
$6.2M -$435K -57,064 -7%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$5.09M -$1.6M -209,590 -24%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5M -$2.39M -313,536 -33%
SEI Investments
25
SEI Investments
Pennsylvania
$4.94M +$1.74M +228,223 +55%

SMFG Hedge Fund Activity: Q3 2017 in Review

195 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2017, worth a combined $1.41B — up 6.4% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SMFG positions and 19 closed out — a net gain of 5 holders — while 83 added to existing stakes and 49 trimmed.

The largest buyer was Bank of America, adding an estimated $64M. The largest seller was Arrowstreet Capital, cutting an estimated $8.69M.

  • 195 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2017, up from 194 in Q2 2017.
  • Funds reported $1.41B of Sumitomo Mitsui Financial stock for Q3 2017, up 6.4% quarter-over-quarter.
  • 24 funds opened new Sumitomo Mitsui Financial positions in Q3 2017 and 19 closed out, a net change of +5 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2017 was Bank of America, an estimated $64M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2017 was Arrowstreet Capital, an estimated $8.69M sold.

Based on aggregated 13F filings for Q3 2017.