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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

247 hedge funds and large institutions have $1.24B invested in Sumitomo Mitsui Financial in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 67 increasing their positions, 104 reducing their positions, and 38 closing their positions.

Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
5.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
53
Increased
67
Reduced
104
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NMC
1
Nine Masts Capital
Hong Kong
$28.8M
2
LP
2
LMR Partners
United Kingdom
$23.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$7.71M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$10.6M

Top Sellers

1
CI
1
Cambiar Investors
Colorado
$98.4M
2
CI
2
Cowen Inc
New York
$2.62M
3
Morgan Stanley
3
Morgan Stanley
New York
$56.3M
4
Wells Fargo
4
Wells Fargo
California
$45.6M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$92.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$390M 59,890,594 +454,219 +0.8%
Bank of America
2
Bank of America
North Carolina
$106M 16,301,060 +511,782 +3%
CI
3
Cambiar Investors
Colorado
$98.4M 15,116,305 -3,285,410 -18%
Lazard Asset Management
4
Lazard Asset Management
New York
$92.6M 14,227,132 -859,435 -6%
Northern Trust
5
Northern Trust
Illinois
$58.6M 9,001,573 -338,138 -4%
Morgan Stanley
6
Morgan Stanley
New York
$56.3M 8,642,359 -1,255,008 -13%
Wells Fargo
7
Wells Fargo
California
$45.6M 7,005,401 -898,268 -11%
PPA
8
Parametric Portfolio Associates
Washington
$43.8M 6,722,705 -691,302 -9%
NMC
9
Nine Masts Capital
Hong Kong
$28.8M 4,324,908 +3,771,583 +682%
AG
10
Aperio Group
California
$24.9M 3,828,870 -773,669 -17%
LP
11
LMR Partners
United Kingdom
$23.9M 3,599,115 +2,804,475 +353%
Goldman Sachs
12
Goldman Sachs
New York
$15.8M 2,431,344 -557,278 -19%
TAM
13
Todd Asset Management
Kentucky
$12.8M 1,969,863 +67,052 +4%
CGH
14
Crossmark Global Holdings
Texas
$12.3M 1,889,741 -9,891 -0.5%
CCM
15
Causeway Capital Management
California
$11.8M 1,809,287 -249,310 -12%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$11.2M 1,716,103 +1,698,505 +9,652%
Federated Hermes
17
Federated Hermes
Pennsylvania
$10.6M 1,633,245 +614,727 +60%
Franklin Resources
18
Franklin Resources
California
$9.74M 1,495,488 +289,829 +24%
UBS AM
19
UBS AM
Illinois
$9.64M 1,480,575 +128,507 +10%
RJA
20
Raymond James & Associates
Florida
$8.73M 1,341,296 -201,595 -13%
US Bancorp
21
US Bancorp
Minnesota
$8.51M 1,306,922 +528,848 +68%
ClearBridge Investments
22
ClearBridge Investments
New York
$8.33M 1,279,902 +39,532 +3%
TRSOTSOK
23
Teachers Retirement System of the State of Kentucky
Kentucky
$8.03M 1,234,000 – –
Marshall Wace
24
Marshall Wace
United Kingdom
$7.71M 1,183,726 +1,183,726 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$7.18M 1,102,578 -19,316 -2%
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