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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

253 hedge funds and large institutions have $1.38B invested in Sumitomo Mitsui Financial in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+6
Holders Change %
+2.43%
% of All Funds
5.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
123
Reduced
60
Closed
29
Calls
$8K
Puts
$467K
Net Calls
-$459K
Net Calls Change
-$459K

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$16.2M
2
Bank of America
Bank of America
North Carolina
+$15.7M
3
CI
Cambiar Investors
Colorado
+$13.6M
4
Renaissance Technologies
Renaissance Technologies
New York
+$7.49M
5
Lazard Asset Management
Lazard Asset Management
New York
+$7.13M

Top Sellers

1
LP
LMR Partners
United Kingdom
-$23.9M
2
NMC
Nine Masts Capital
Hong Kong
-$11.7M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$11.3M
4
Marshall Wace
Marshall Wace
United Kingdom
-$6.24M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$5.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$437M +$16.2M +2,303,929 +4%
Bank of America
2
Bank of America
North Carolina
$130M +$15.7M +2,235,020 +14%
CI
3
Cambiar Investors
Colorado
$120M +$13.6M +1,930,119 +13%
Lazard Asset Management
4
Lazard Asset Management
New York
$107M +$7.13M +1,013,715 +7%
Northern Trust
5
Northern Trust
Illinois
$63.3M +$58.6K +8,330 +0.1%
Morgan Stanley
6
Morgan Stanley
New York
$61.4M +$608K +86,549 +1%
PPA
7
Parametric Portfolio Associates
Washington
$53.3M +$6.06M +861,388 +13%
Wells Fargo
8
Wells Fargo
California
$51.7M +$2.4M +341,957 +5%
AG
9
Aperio Group
California
$32.9M +$6.03M +857,424 +22%
Goldman Sachs
10
Goldman Sachs
New York
$21.3M +$4.24M +603,670 +25%
NMC
11
Nine Masts Capital
Hong Kong
$18.6M -$11.7M -1,670,635 -39%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$16.9M +$4.84M +689,195 +40%
CCM
13
Causeway Capital Management
California
$14.4M +$1.69M +240,568 +13%
TAM
14
Todd Asset Management
Kentucky
$14.3M +$471K +66,933 +3%
US Bancorp
15
US Bancorp
Minnesota
$14M +$4.78M +679,878 +52%
CGH
16
Crossmark Global Holdings
Texas
$13.3M +$50.6K +7,192 +0.4%
UBS AM
17
UBS AM
Illinois
$12.4M +$1.95M +277,914 +19%
Renaissance Technologies
18
Renaissance Technologies
New York
$10.8M +$7.49M +1,065,800 +229%
Franklin Resources
19
Franklin Resources
California
$10.4M -$78.6K -11,174 -0.7%
RJA
20
Raymond James & Associates
Florida
$10.4M +$981K +139,610 +10%
ClearBridge Investments
21
ClearBridge Investments
New York
$9.25M +$248K +35,327 +3%
TRSOTSOK
22
Teachers Retirement System of the State of Kentucky
Kentucky
$9.11M +$431K +61,300 +5%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$7.88M +$132K +18,816 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$7.72M +$750K +106,616 +11%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$7.19M +$1.34M +191,082 +23%
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