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Sumitomo Mitsui Financial

241 hedge funds and large institutions have $831M invested in Sumitomo Mitsui Financial in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 40

3% more funds holding

Funds holding: 235241 (+6)

4% more capital invested

Capital invested by funds: $800M → $831M (+$31.7M)

0.15% less ownership

Funds ownership: 9.06%8.9% (-0.15%)

1% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 83

99% less call options, than puts

Call options by funds: $5K | Put options by funds: $407K

Holders
241
Holders Change
+6
Holders Change %
+2.55%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
82
Reduced
83
Closed
40
Calls
$5K
Puts
$407K
Net Calls
-$402K
Net Calls Change
+$691K
Name Holding Trade Value Shares
Change
Change in
Stake
FCG
226
Financial Connections Group
California
$3K +$3.56K +525 New
FMII
227
Farmers & Merchants Investments Inc
Nebraska
$2K -$12.5K -1,849 -86%
IA
228
IFP Advisors
Florida
$2K -$481 -71 -42%
BWL
229
Bogart Wealth LLC
Virginia
$2K
EW
230
Evoke Wealth
California
$2K
QC
231
Quent Capital
New York
$2K +$1.73K +255 New
CWP
232
Concord Wealth Partners
Virginia
$1K
RG
233
Retirement Group
California
$1K
CFB
234
Cullen/Frost Bankers
Texas
$1K +$806 +119 New
TSWM
235
Tyler-Stone Wealth Management
Ohio
$1K +$1.04K +153 New
DHGWA
236
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K +$1.25K +185 New
BBHC
237
Brown Brothers Harriman & Co
New York
$3
Barclays
238
Barclays
United Kingdom
-$4.29M -611,901 Closed
ECM
239
ExodusPoint Capital Management
New York
-$552K -78,793 Closed
SSA
240
Schonfeld Strategic Advisors
New York
-$491K -70,039 Closed
Allianz Asset Management
241
Allianz Asset Management
Germany
-$413K -58,890 Closed
DA
242
DCM Advisors
New York
-$280K -40,000 Closed
YIH
243
Y-Intercept (HK)
Hong Kong
-$264K -37,621 Closed
HF
244
HRT Financial
New York
-$225K -32,124 Closed
CM
245
Caption Management
Oklahoma
-$210K -30,000 Closed
RJT
246
Raymond James Trust
Florida
-$202K -28,866 Closed
KPW
247
Kore Private Wealth
New York
-$173K -24,613 Closed
AI
248
ArchPoint Investors
Florida
-$151K -21,545 Closed
DTL
249
Dynamic Technology Lab
Singapore
-$146K -20,812 Closed
SG
250
StoneX Group
New York
-$141K -20,170 Closed