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Sumitomo Mitsui Financial

231 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.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 67

1% more funds holding

Funds holding: 229231 (+2)

0.48% more ownership

Funds ownership: 13.53%14.01% (+0.48%)

5% less capital invested

Capital invested by funds: $1.63B → $1.54B (-$87M)

Holders
231
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
5.29%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$449M +$20M +2,413,023 +4%
CI
2
Cambiar Investors
Colorado
$207M +$2.03M +244,101 +0.9%
Bank of America
3
Bank of America
North Carolina
$144M -$7.09M -853,925 -4%
Lazard Asset Management
4
Lazard Asset Management
New York
$116M +$2.3M +276,640 +2%
Morgan Stanley
5
Morgan Stanley
New York
$76M -$351K -42,230 -0.4%
Northern Trust
6
Northern Trust
Illinois
$75.9M +$3.6M +433,025 +5%
Wells Fargo
7
Wells Fargo
California
$66M +$28.7M +3,457,393 +69%
PPA
8
Parametric Portfolio Associates
Washington
$57.2M +$6.01M +723,699 +11%
AG
9
Aperio Group
California
$32.8M -$27.4K -3,297 -0.1%
Goldman Sachs
10
Goldman Sachs
New York
$22.2M +$411K +49,427 +2%
CCM
11
Causeway Capital Management
California
$15.9M +$2.03M +243,917 +14%
TAM
12
Todd Asset Management
Kentucky
$14.7M +$70.4K +8,470 +0.4%
CGH
13
Crossmark Global Holdings
Texas
$13.5M -$1.01M -121,413 -7%
RJA
14
Raymond James & Associates
Florida
$11.5M -$719K -86,599 -6%
ClearBridge Investments
15
ClearBridge Investments
New York
$10.6M +$881K +106,090 +8%
JP Morgan Chase
16
JP Morgan Chase
New York
$10.4M -$72.8K -8,758 -0.7%
OAG
17
Orbis Allan Gray
Bermuda
$9.68M -$7.73K -930 -0.1%
TRSOTSOK
18
Teachers Retirement System of the State of Kentucky
Kentucky
$9.59M
Franklin Resources
19
Franklin Resources
California
$9.41M -$480K -57,761 -5%
UBS AM
20
UBS AM
Illinois
$8.85M -$972K -117,031 -9%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$8.62M +$1.04M +124,662 +13%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$8.21M +$8.05M +968,391 +1,096%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7.86M -$208K -24,996 -2%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$7.13M +$59.8K +7,194 +0.8%
SEI Investments
25
SEI Investments
Pennsylvania
$7.04M +$1.49M +179,364 +25%

SMFG Hedge Fund Activity: Q2 2018 in Review

231 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2018, worth a combined $1.54B — down 5.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SMFG positions and 28 closed out — a net gain of 7 holders — while 82 added to existing stakes and 67 trimmed.

The largest buyer was Wells Fargo, adding an estimated $28.7M. The largest seller was Bank of America, cutting an estimated $7.09M.

  • 231 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2018, up from 229 in Q1 2018.
  • Funds reported $1.54B of Sumitomo Mitsui Financial stock for Q2 2018, down 5.3% quarter-over-quarter.
  • 35 funds opened new Sumitomo Mitsui Financial positions in Q2 2018 and 28 closed out, a net change of +7 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2018 was Wells Fargo, an estimated $28.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2018 was Bank of America, an estimated $7.09M sold.

Based on aggregated 13F filings for Q2 2018.