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Sumitomo Mitsui Financial

236 hedge funds and large institutions have $1.53B invested in Sumitomo Mitsui Financial in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

17% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 77

2% more funds holding

Funds holding: 231236 (+5)

0.37% less ownership

Funds ownership: 14.01%13.64% (-0.37%)

0% less capital invested

Capital invested by funds: $1.54B → $1.53B (-$7.18M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
236
Holders Change
+5
Holders Change %
+2.16%
% of All Funds
5.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
36
Increased
90
Reduced
77
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$477M +$13M +1,647,316 +3%
CI
2
Cambiar Investors
Colorado
$148M -$65.1M -8,242,037 -31%
Bank of America
3
Bank of America
North Carolina
$127M -$21.7M -2,742,722 -15%
Lazard Asset Management
4
Lazard Asset Management
New York
$121M +$1.14M +144,015 +1%
Morgan Stanley
5
Morgan Stanley
New York
$79.5M +$933K +118,091 +1%
Northern Trust
6
Northern Trust
Illinois
$75M -$3.41M -431,117 -4%
Wells Fargo
7
Wells Fargo
California
$63.5M -$4.71M -595,329 -7%
PPA
8
Parametric Portfolio Associates
Washington
$59.5M +$441K +55,742 +0.8%
AG
9
Aperio Group
California
$37M +$3.05M +386,497 +9%
Goldman Sachs
10
Goldman Sachs
New York
$24M +$1.02M +129,157 +5%
CCM
11
Causeway Capital Management
California
$16.5M +$78.2K +9,896 +0.5%
TAM
12
Todd Asset Management
Kentucky
$15.3M +$59.5K +7,532 +0.4%
CGH
13
Crossmark Global Holdings
Texas
$15.3M +$1.25M +158,644 +9%
CI
14
Cowen Inc
New York
$15.2M +$15M +1,897,000 New
RJA
15
Raymond James & Associates
Florida
$12.4M +$523K +66,120 +4%
UBS AM
16
UBS AM
Illinois
$10.9M +$1.68M +213,026 +19%
ClearBridge Investments
17
ClearBridge Investments
New York
$9.96M -$974K -123,236 -9%
TRSOTSOK
18
Teachers Retirement System of the State of Kentucky
Kentucky
$9.91M
Franklin Resources
19
Franklin Resources
California
$9.68M -$46.6K -5,901 -0.5%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$9.18M +$270K +34,138 +3%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$9.01M +$515K +65,174 +6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$8.97M +$835K +105,699 +10%
Federated Hermes
23
Federated Hermes
Pennsylvania
$8.18M +$5.38M +681,144 +202%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$7.73M +$353K +44,648 +5%
JP Morgan Chase
25
JP Morgan Chase
New York
$7.58M -$3.12M -394,816 -30%

SMFG Hedge Fund Activity: Q3 2018 in Review

236 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2018, worth a combined $1.53B — down 0.47% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SMFG positions and 30 closed out — a net gain of 6 holders — while 90 added to existing stakes and 77 trimmed.

The largest buyer was Cowen Inc, opening a new position worth an estimated $15M. The largest seller was Cambiar Investors, cutting an estimated $65.1M.

  • 236 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2018, up from 231 in Q2 2018.
  • Funds reported $1.53B of Sumitomo Mitsui Financial stock for Q3 2018, down 0.47% quarter-over-quarter.
  • 36 funds opened new Sumitomo Mitsui Financial positions in Q3 2018 and 30 closed out, a net change of +6 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2018 was Cowen Inc, an estimated $15M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2018 was Cambiar Investors, an estimated $65.1M sold.

Based on aggregated 13F filings for Q3 2018.