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Sumitomo Mitsui Financial

241 hedge funds and large institutions have $1.35B invested in Sumitomo Mitsui Financial in 2019 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 100 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

52% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 66

8% more funds holding

Funds holding: 223241 (+18)

6% more capital invested

Capital invested by funds: $1.27B → $1.35B (+$71.4M)

0.05% more ownership

Funds ownership: 13.58%13.63% (+0.05%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

71% less call options, than puts

Call options by funds: $299K | Put options by funds: $1.03M

Holders
241
Holders Change
+18
Holders Change %
+8.07%
% of All Funds
4.75%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
47
Increased
100
Reduced
66
Closed
24
Calls
$299K
Puts
$1.03M
Net Calls
-$731K
Net Calls Change
+$560K
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
226
Willingdon Wealth Management
North Carolina
$3K +$3.09K +429 New
KFS
227
Kelly Financial Services
Massachusetts
$2.99K
HWA
228
Heritage Wealth Advisors
Virginia
$2.42K +$2.35K +326 New
FCH
229
Freestone Capital Holdings
Washington
$2.02K +$118K +16,338 +6%
PFGIA
230
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$7 -1 -0.3%
DAM
231
Delta Asset Management
Tennessee
$2K
WEC
232
Winslow Evans & Crocker
Massachusetts
$2K
RG
233
Retirement Group
California
$2K +$1.51K +210 New
GAM
234
Gemmer Asset Management
California
$2K +$2.36K +328 New
AWA
235
Arkadios Wealth Advisors
Georgia
$1.44K +$1.47K +204 New
FCA
236
FinTrust Capital Advisors
South Carolina
$1K -$5.36K -745 -85%
AWM
237
Atticus Wealth Management
Florida
$1K +$504 +70 New
AIM
238
Aigen Investment Management
New York
$1K +$547 +76 New
GWS
239
Glassman Wealth Services
Virginia
$1K +$604 +84 New
CFGS
240
Concourse Financial Group Securities
Alabama
$1K +$1.37K +190 New
Jane Street
241
Jane Street
New York
-$4.69M -685,296 Closed
OAM
242
Oxford Asset Management
United Kingdom
-$1.73M -253,022 Closed
UBS AM
243
UBS AM
Illinois
-$1.32M -193,511 Closed
PCM
244
Prelude Capital Management
New York
-$1.3M -190,500 Closed
Barclays
245
Barclays
United Kingdom
-$974K -142,380 Closed
PSUF
246
People's United Financial
Connecticut
-$725K -105,930 Closed
TI
247
Trexquant Investment
Connecticut
-$376K -54,943 Closed
LI
248
Leap Investments
Illinois
-$287K -41,900 Closed
Millennium Management
249
Millennium Management
New York
-$145K -21,302 Closed
SSA
250
Schonfeld Strategic Advisors
New York
-$145K -21,200 Closed

SMFG Hedge Fund Activity: Q4 2019 in Review

241 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2019, worth a combined $1.35B — up 5.6% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SMFG positions and 24 closed out — a net gain of 23 holders — while 100 added to existing stakes and 66 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $20.9M. The largest seller was LMR Partners, cutting an estimated $32.4M.

  • 241 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2019, up from 223 in Q3 2019.
  • Funds reported $1.35B of Sumitomo Mitsui Financial stock for Q4 2019, up 5.6% quarter-over-quarter.
  • 47 funds opened new Sumitomo Mitsui Financial positions in Q4 2019 and 24 closed out, a net change of +23 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2019 was Goldman Sachs, an estimated $20.9M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2019 was LMR Partners, an estimated $32.4M sold.

Based on aggregated 13F filings for Q4 2019.