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Sumitomo Mitsui Financial

258 hedge funds and large institutions have $1.36B invested in Sumitomo Mitsui Financial in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 92 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

2% more funds holding

Funds holding: 254258 (+4)

2% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 90

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.23% less ownership

Funds ownership: 14%13.77% (-0.23%)

1% less capital invested

Capital invested by funds: $1.38B → $1.36B (-$18.6M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.23M

Holders
258
Holders Change
+4
Holders Change %
+1.57%
% of All Funds
5.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
92
Reduced
90
Closed
31
Calls
Puts
$1.23M
Net Calls
-$1.23M
Net Calls Change
-$770K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
226
Avestar Capital
New York
$8K
JFGIW
227
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K
SSB
228
Sandy Spring Bank
Maryland
$8K
WT
229
Whittier Trust
California
$8K
BFEC
230
Benjamin F. Edwards & Company
Missouri
$7K
FMII
231
Farmers & Merchants Investments Inc
Nebraska
$7K
ME
232
McIlrath & Eck
Washington
$7K
BlackRock
233
BlackRock
New York
$7K +$1.81K +256 +34%
BCA
234
Berman Capital Advisors
Georgia
$7K +$4.62K +653 +147%
SQA
235
Simon Quick Advisors
New Jersey
$6.04K +$6.06K +856 New
FCA
236
FinTrust Capital Advisors
South Carolina
$6K -$5.83K -823 -48%
PMFA
237
Plante Moran Financial Advisors
Michigan
$6K -$1.3K -183 -19%
EI
238
Ellevest Inc
New York
$6K +$5.69K +804 New
NFG
239
Next Financial Group
Texas
$5K -$2.16K -305 -32%
BWM
240
BerganKDV Wealth Management
Minnesota
$4K
GAM
241
Gemmer Asset Management
California
$4K
SFG
242
SevenBridge Financial Group
Pennsylvania
$4K
WCG
243
Weaver Consulting Group
California
$4K
GWM
244
Geneos Wealth Management
Colorado
$3K
LWA
245
Lenox Wealth Advisors
New York
$2K -$3.55K -502 -59%
WEC
246
Winslow Evans & Crocker
Massachusetts
$2K -$3.36K -474 -87%
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$411 -58 -18%
DAM
248
Delta Asset Management
Tennessee
$2K
IRC
249
Investors Research Corp
Georgia
$2K
JFA
250
JNBA Financial Advisors
Minnesota
$2K