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Sumitomo Mitsui Financial

235 hedge funds and large institutions have $800M invested in Sumitomo Mitsui Financial in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 54

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

4% more funds holding

Funds holding: 225235 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 9.1%9.06% (-0.05%)

7% less capital invested

Capital invested by funds: $862M → $800M (-$62.3M)

96% less call options, than puts

Call options by funds: $43K | Put options by funds: $1.14M

Holders
235
Holders Change
+10
Holders Change %
+4.44%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
108
Reduced
54
Closed
21
Calls
$43K
Puts
$1.14M
Net Calls
-$1.09M
Net Calls Change
-$260K
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
226
Liberty Wealth Management
California
$2K +$842 +121 +107%
EBA
227
Eagle Bay Advisors
New York
$1K -$11.1K -1,602 -95%
CWP
228
Concord Wealth Partners
Virginia
$1K
EW
229
Evoke Wealth
California
$1K
FF
230
FourThought Financial
Florida
$1K
RG
231
Retirement Group
California
$1K
CS
232
Candriam SCA
Luxembourg
$1K +$7 +1 +0.7%
VCWA
233
Vanguard Capital Wealth Advisors
Colorado
$172 +$171K +24,601 New
BBHC
234
Brown Brothers Harriman & Co
New York
$3
LP
235
LMR Partners
United Kingdom
-$6.12M -887,791 Closed
LFAS
236
Level Four Advisory Services
Texas
-$1.34M -194,590 Closed
Arrowstreet Capital
237
Arrowstreet Capital
Massachusetts
-$885K -128,432 Closed
Jane Street
238
Jane Street
New York
-$523K -75,966 Closed
FIA
239
FNY Investment Advisers
New York
-$310K -45,000 Closed
LSAG
240
Lake Street Advisors Group
New Hampshire
-$302K -42,625 Closed
Chevy Chase Trust
241
Chevy Chase Trust
Maryland
-$177K -25,699 Closed
CB
242
Cadence Bank
Mississippi
-$139K -20,237 Closed
KLC
243
Knowledge Leaders Capital
Colorado
-$96K -13,890 Closed
IA
244
Inspire Advisors
Idaho
-$78K -11,303 Closed
SFA
245
Sequoia Financial Advisors
Ohio
-$78K -11,275 Closed
TSS
246
Two Sigma Securities
New York
-$72K -10,379 Closed
Deutsche Bank
247
Deutsche Bank
Germany
-$58K -8,474 Closed
SL
248
Savior LLC
Massachusetts
-$11K -1,553 Closed
LWCFA
249
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$11K -1,534 Closed
ASN
250
Advisory Services Network
Georgia
-$7K -965 Closed

SMFG Hedge Fund Activity: Q3 2021 in Review

235 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2021, worth a combined $800M — down 7.2% from $862M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SMFG positions and 21 closed out — a net gain of 12 holders — while 108 added to existing stakes and 54 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $12.3M. The largest seller was Northern Trust, cutting an estimated $11.4M.

  • 235 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2021, up from 225 in Q2 2021.
  • Funds reported $800M of Sumitomo Mitsui Financial stock for Q3 2021, down 7.2% quarter-over-quarter.
  • 33 funds opened new Sumitomo Mitsui Financial positions in Q3 2021 and 21 closed out, a net change of +12 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2021 was Goldman Sachs, an estimated $12.3M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2021 was Northern Trust, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2021.