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Sumitomo Mitsui Financial

223 hedge funds and large institutions have $1.27B invested in Sumitomo Mitsui Financial in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 97 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

0.19% less ownership

Funds ownership: 13.77%13.58% (-0.19%)

6% less capital invested

Capital invested by funds: $1.36B → $1.27B (-$85M)

14% less funds holding

Funds holding: 258223 (-35)

24% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 97

62% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 53

98% less call options, than puts

Call options by funds: $28K | Put options by funds: $1.32M

Holders
223
Holders Change
-35
Holders Change %
-13.57%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
20
Increased
74
Reduced
97
Closed
53
Calls
$28K
Puts
$1.32M
Net Calls
-$1.29M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
226
United Services Automobile Association
Texas
-$534K -75,628 Closed
Neuberger Berman Group
227
Neuberger Berman Group
New York
-$513K -72,742 Closed
WCM
228
Weld Capital Management
New York
-$372K -52,713 Closed
WI
229
WrapManager Inc
California
-$360K -50,999 Closed
BOPW
230
Brandywine Oak Private Wealth
Pennsylvania
-$306K -43,383 Closed
Wellington Management Group
231
Wellington Management Group
Massachusetts
-$248K -35,091 Closed
TC
232
Telemus Capital
Michigan
-$238K -35,079 Closed
AI
233
Atria Investments
North Carolina
-$203K -31,253 Closed
CRC
234
Curi RMB Capital
Illinois
-$219K -31,001 Closed
CBU
235
CIBC Bank USA
Illinois
-$200K -28,382 Closed
EMG
236
Ellington Management Group
Connecticut
-$162K -22,900 Closed
HI
237
HBK Investments
Texas
-$155K -21,992 Closed
WA
238
Wambolt & Associates
Colorado
-$137K -19,465 Closed
ECM
239
ExodusPoint Capital Management
New York
-$131K -18,610 Closed
1WA
240
180 Wealth Advisors
Washington
-$126K -18,212 Closed
SC
241
Sepio Capital
Utah
-$128K -18,201 Closed
Capital Fund Management (CFM)
242
Capital Fund Management (CFM)
France
-$121K -17,100 Closed
RRAM
243
River Road Asset Management
Kentucky
-$118K -16,687 Closed
CNBT
244
Canandaigua National Bank & Trust
New York
-$115K -16,320 Closed
SW
245
SVB Wealth
Massachusetts
-$108K -15,214 Closed
AIM
246
Axiom Investment Management
New York
-$107K -14,999 Closed
I
247
IberiaBank
Louisiana
-$105K -14,826 Closed
IIC
248
Integrated Investment Consultants
Michigan
-$100K -14,105 Closed
Prudential Financial
249
Prudential Financial
New Jersey
-$95K -13,491 Closed
PNC
250
Park National Corp
Ohio
-$86K -12,166 Closed

SMFG Hedge Fund Activity: Q3 2019 in Review

223 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2019, worth a combined $1.27B — down 6.3% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of SMFG and 20 opened new positions — a net loss of 33 holders — while 97 trimmed existing stakes and 74 added.

The largest buyer was LMR Partners, adding an estimated $67.2M. The largest seller was Cambiar Investors, exiting entirely with an estimated $110M sold.

  • 223 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2019, down from 258 in Q2 2019.
  • Funds reported $1.27B of Sumitomo Mitsui Financial stock for Q3 2019, down 6.3% quarter-over-quarter.
  • 20 funds opened new Sumitomo Mitsui Financial positions in Q3 2019 and 53 closed out, a net change of -33 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2019 was LMR Partners, an estimated $67.2M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2019 was Cambiar Investors, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2019.