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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

228 hedge funds and large institutions have $1.63B invested in Sumitomo Mitsui Financial in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
100
Reduced
59
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$20.7M
2
CI
Cambiar Investors
Colorado
+$9.67M
3
Lazard Asset Management
Lazard Asset Management
New York
+$6.74M
4
FWCM
Ferguson Wellman Capital Management
Oregon
+$6.56M
5
TAM
Todd Asset Management
Kentucky
+$3.85M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
-$8.86M
2
Bank of America
Bank of America
North Carolina
-$8.39M
3
RJA
Raymond James & Associates
Florida
-$4.74M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$4.61M
5
AS
Altshuler Shaham
Israel
-$4.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$471M +$20.7M +2,429,565 +5%
CI
2
Cambiar Investors
Colorado
$224M +$9.67M +1,137,449 +5%
Bank of America
3
Bank of America
North Carolina
$165M -$8.39M -986,472 -5%
Lazard Asset Management
4
Lazard Asset Management
New York
$125M +$6.74M +792,391 +6%
Morgan Stanley
5
Morgan Stanley
New York
$83.5M +$2.8M +329,376 +3%
Northern Trust
6
Northern Trust
Illinois
$79.4M -$1.29M -152,069 -2%
PPA
7
Parametric Portfolio Associates
Washington
$56.4M +$3.01M +354,074 +6%
Wells Fargo
8
Wells Fargo
California
$42.9M +$3.48M +409,753 +9%
AG
9
Aperio Group
California
$35.9M +$3.12M +366,753 +10%
Goldman Sachs
10
Goldman Sachs
New York
$23.9M +$3.07M +361,327 +15%
TAM
11
Todd Asset Management
Kentucky
$16M +$3.85M +453,281 +32%
CGH
12
Crossmark Global Holdings
Texas
$15.8M -$575K -67,616 -4%
CCM
13
Causeway Capital Management
California
$15.3M -$3.84M -451,917 -20%
RJA
14
Raymond James & Associates
Florida
$13.3M -$4.74M -558,209 -26%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$11.4M +$874K +102,862 +8%
Franklin Resources
16
Franklin Resources
California
$10.8M -$137K -16,062 -1%
ClearBridge Investments
17
ClearBridge Investments
New York
$10.7M +$521K +61,330 +5%
UBS AM
18
UBS AM
Illinois
$10.7M +$3.1M +364,209 +41%
OAG
19
Orbis Allan Gray
Bermuda
$10.6M -$3.04M -357,632 -22%
TRSOTSOK
20
Teachers Retirement System of the State of Kentucky
Kentucky
$10.5M +$2.14M +252,000 +26%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.81M +$820K +96,484 +10%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$8.37M +$3.18M +373,996 +61%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$7.74M -$8.86M -1,042,719 -53%
FWCM
24
Ferguson Wellman Capital Management
Oregon
$6.87M +$6.56M +772,071 +2,166%
CGT
25
Capital Guardian Trust
California
$6.23M +$860K +101,131 +16%
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