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Sumitomo Mitsui Financial

228 hedge funds and large institutions have $1.62B invested in Sumitomo Mitsui Financial in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 101 increasing their positions, 34 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 34

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

18% more funds holding

Funds holding: 194228 (+34)

15% more capital invested

Capital invested by funds: $1.41B → $1.62B (+$216M)

0.28% more ownership

Funds ownership: 12.9%13.18% (+0.28%)

Holders
228
Holders Change
+34
Holders Change %
+17.53%
% of All Funds
5.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
58
Increased
101
Reduced
34
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$460M +$17.4M +2,152,355 +4%
CI
2
Cambiar Investors
Colorado
$220M +$4.23M +522,256 +2%
Bank of America
3
Bank of America
North Carolina
$177M -$38.1M -4,695,459 -19%
Lazard Asset Management
4
Lazard Asset Management
New York
$121M -$251K -30,913 -0.2%
Morgan Stanley
5
Morgan Stanley
New York
$82.5M +$8.86M +1,092,724 +13%
Northern Trust
6
Northern Trust
Illinois
$82.5M +$1.52M +187,815 +2%
PPA
7
Parametric Portfolio Associates
Washington
$54.6M +$1.98M +244,832 +4%
Wells Fargo
8
Wells Fargo
California
$40.3M -$31.3K -3,867 -0.1%
AG
9
Aperio Group
California
$33.5M +$2.06M +254,804 +7%
Goldman Sachs
10
Goldman Sachs
New York
$21.3M +$493K +60,860 +3%
CCM
11
Causeway Capital Management
California
$19.6M +$1.02M +125,877 +6%
RJA
12
Raymond James & Associates
Florida
$18.4M +$1.54M +189,551 +10%
Natixis Advisors
13
Natixis Advisors
Massachusetts
$17M +$541K +66,808 +4%
CGH
14
Crossmark Global Holdings
Texas
$16.8M +$229K +28,220 +1%
OAG
15
Orbis Allan Gray
Bermuda
$13.9M
TAM
16
Todd Asset Management
Kentucky
$12.5M +$11.6M +1,433,528 New
Franklin Resources
17
Franklin Resources
California
$11.2M +$10.4M +1,285,383 New
JP Morgan Chase
18
JP Morgan Chase
New York
$10.8M +$172K +21,214 +2%
ClearBridge Investments
19
ClearBridge Investments
New York
$10.4M +$44.9K +5,539 +0.5%
TRSOTSOK
20
Teachers Retirement System of the State of Kentucky
Kentucky
$8.53M +$7.96M +982,000 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.16M +$69.7K +8,607 +0.9%
UBS AM
22
UBS AM
Illinois
$7.75M +$712K +87,819 +11%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$6.53M +$837K +103,276 +16%
William Blair & Company
24
William Blair & Company
Illinois
$5.78M +$1.6M +197,397 +42%
US Bancorp
25
US Bancorp
Minnesota
$5.69M +$497K +61,331 +10%

SMFG Hedge Fund Activity: Q4 2017 in Review

228 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2017, worth a combined $1.62B — up 15% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SMFG positions and 22 closed out — a net gain of 36 holders — while 101 added to existing stakes and 34 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $17.4M. The largest seller was Bank of America, cutting an estimated $38.1M.

  • 228 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2017, up from 194 in Q3 2017.
  • Funds reported $1.62B of Sumitomo Mitsui Financial stock for Q4 2017, up 15% quarter-over-quarter.
  • 58 funds opened new Sumitomo Mitsui Financial positions in Q4 2017 and 22 closed out, a net change of +36 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2017 was Fisher Asset Management, an estimated $17.4M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2017 was Bank of America, an estimated $38.1M sold.

Based on aggregated 13F filings for Q4 2017.