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Sumitomo Mitsui Financial
SMFG

201 hedge funds and large institutions have $750M invested in Sumitomo Mitsui Financial in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 66

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.23% less ownership

Funds ownership: 10% → 9.77% (-0.23%)

3% less capital invested

Capital invested by funds: $769M → $750M (-$19.3M)

9% less funds holding

Funds holding: 222 → 201 (-21)

44% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 41

Holders
201
Holders Change
-21
Holders Change %
-9.46%
% of All Funds
4.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
81
Reduced
66
Closed
41
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$184K

Top Buyers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
+$7.94M
2
AG
Aperio Group
California
+$3.74M
3
Goldman Sachs
Goldman Sachs
New York
+$3.44M
4
CIBC World Market
CIBC World Market
Ontario, Canada
+$2.71M
5
BCI
Brinker Capital Investments
Pennsylvania
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
LP
LMR Partners
United Kingdom
-$8.24M
2
TAM
Todd Asset Management
Kentucky
-$8.19M
3
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$5.08M
4
Lazard Asset Management
Lazard Asset Management
New York
-$2.72M
5
US Bancorp
US Bancorp
Minnesota
-$2.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
226
Procyon Advisors
Connecticut
– -$13K -2,283 Closed
WT
227
Whittier Trust
California
– -$10K -1,795 Closed
CAN
228
Cetera Advisor Networks
California
– -$8K -1,505 Closed
GRP
229
Global Retirement Partners
California
– -$7K -1,331 Closed
EWP
230
Engrave Wealth Partners
Texas
– -$4K -888 Closed
FMII
231
Farmers & Merchants Investments Inc
Nebraska
– -$4K -707 Closed
FHA
232
First Horizon Advisors
Tennessee
– -$3K -630 Closed
WCG
233
Weaver Consulting Group
California
– -$3K -589 Closed
KPW
234
Kore Private Wealth
New York
– -$2K -425 Closed
CWC
235
Carolinas Wealth Consulting
North Carolina
– -$2K -340 Closed
Simplex Trading
236
Simplex Trading
Illinois
– -$1.7K -297 -73%
BAM
237
Bellevue Asset Management
Washington
– -$2K -278 Closed
HFS
238
Hantz Financial Services
Michigan
– -$1K -100 Closed
MAM
239
Meeder Asset Management
Ohio
– +$23 +4 New
6 7 8 9
10

SMFG Hedge Fund Activity: Q3 2020 in Review

201 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2020, worth a combined $750M — down 2.5% from $769M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of SMFG and 23 opened new positions — a net loss of 18 holders — while 66 trimmed existing stakes and 81 added.

The largest buyer was Crossmark Global Holdings, adding an estimated $7.94M. The largest seller was LMR Partners, cutting an estimated $8.24M.

  • 201 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2020, down from 222 in Q2 2020.
  • Funds reported $750M of Sumitomo Mitsui Financial stock for Q3 2020, down 2.5% quarter-over-quarter.
  • 23 funds opened new Sumitomo Mitsui Financial positions in Q3 2020 and 41 closed out, a net change of -18 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2020 was Crossmark Global Holdings, an estimated $7.94M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2020 was LMR Partners, an estimated $8.24M sold.

Based on aggregated 13F filings for Q3 2020.