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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

230 hedge funds and large institutions have $1.54B invested in Sumitomo Mitsui Financial in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 28 closing their positions.

Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
5.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
35
Increased
82
Reduced
67
Closed
28
Calls
$1.11M
Puts
–
Net Calls
+$1.11M
Net Calls Change
+$1.11M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$66M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$449M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$8.21M
4
PPA
4
Parametric Portfolio Associates
Washington
$57.2M
5
WAM
5
Wolverine Asset Management
Illinois
$5.05M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$144M
2
CGT
2
Capital Guardian Trust
California
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
CBT
4
Capital Bank & Trust
California
$1K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$449M 57,789,059 +2,413,023 +4%
CI
2
Cambiar Investors
Colorado
$207M 26,643,752 +244,101 +0.9%
Bank of America
3
Bank of America
North Carolina
$144M 18,532,000 -853,925 -4%
Lazard Asset Management
4
Lazard Asset Management
New York
$116M 14,942,552 +276,640 +2%
Morgan Stanley
5
Morgan Stanley
New York
$76M 9,779,276 -42,230 -0.4%
Northern Trust
6
Northern Trust
Illinois
$75.9M 9,770,828 +433,025 +5%
Wells Fargo
7
Wells Fargo
California
$66M 8,498,998 +3,457,393 +69%
PPA
8
Parametric Portfolio Associates
Washington
$57.2M 7,358,265 +723,699 +11%
AG
9
Aperio Group
California
$32.8M 4,216,042 -3,297 -0.1%
Goldman Sachs
10
Goldman Sachs
New York
$22.2M 2,859,465 +49,427 +2%
CCM
11
Causeway Capital Management
California
$15.9M 2,048,701 +243,917 +14%
TAM
12
Todd Asset Management
Kentucky
$14.7M 1,895,279 +8,470 +0.4%
CGH
13
Crossmark Global Holdings
Texas
$13.5M 1,740,988 -121,413 -7%
RJA
14
Raymond James & Associates
Florida
$11.5M 1,476,771 -86,599 -6%
ClearBridge Investments
15
ClearBridge Investments
New York
$10.6M 1,363,606 +106,090 +8%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$10.4M 1,338,223 -8,758 -0.7%
OAG
17
Orbis Allan Gray
Bermuda
$9.68M 1,245,571 -930 -0.1%
TRSOTSOK
18
Teachers Retirement System of the State of Kentucky
Kentucky
$9.59M 1,234,000 – –
Franklin Resources
19
Franklin Resources
California
$9.41M 1,211,560 -57,761 -5%
UBS AM
20
UBS AM
Illinois
$8.85M 1,139,042 -117,031 -9%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$8.62M 1,109,332 +124,662 +13%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$8.21M 1,056,720 +968,391 +1,096%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7.86M 1,010,993 -24,996 -2%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$7.13M 918,151 +7,194 +0.8%
SEI Investments
25
SEI Investments
Pennsylvania
$7.04M 906,224 +179,364 +25%
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