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Sumitomo Mitsui Financial

258 hedge funds and large institutions have $1.36B invested in Sumitomo Mitsui Financial in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 92 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

2% more funds holding

Funds holding: 254258 (+4)

2% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 90

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.23% less ownership

Funds ownership: 14%13.77% (-0.23%)

1% less capital invested

Capital invested by funds: $1.38B → $1.36B (-$18.6M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.23M

Holders
258
Holders Change
+4
Holders Change %
+1.57%
% of All Funds
5.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
92
Reduced
90
Closed
31
Calls
Puts
$1.23M
Net Calls
-$1.23M
Net Calls Change
-$770K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
251
Griffin Asset Management
New York
$2K +$1.84K +260 New
FCH
252
Freestone Capital Holdings
Washington
$1.57K +$133K +18,850 +9%
W
253
WealthStone
Ohio
$1.01K +$1.01K +143 New
QT
254
Quantamental Technologies
New York
$1K +$708 +100 New
VCM
255
Vigilant Capital Management
Maine
$1K +$1.18K +166 New
GT
256
Glenmede Trust
Pennsylvania
$75 +$8.3K +1,173 +12%
MWNA
257
Marshall Wace North America
New York
-$2.98M -424,572 Closed
Marshall Wace
258
Marshall Wace
United Kingdom
-$2.08M -296,306 Closed
Two Sigma Investments
259
Two Sigma Investments
New York
-$833K -118,489 Closed
HF
260
HRT Financial
New York
-$501K -71,355 Closed
EBT
261
Enterprise Bank & Trust
Massachusetts
-$180K -25,666 Closed
TD Asset Management
262
TD Asset Management
Ontario, Canada
-$127K -17,694 Closed
Creative Planning
263
Creative Planning
Kansas
-$113K -16,021 Closed
TI
264
Trexquant Investment
Connecticut
-$105K -14,983 Closed
BRWA
265
B. Riley Wealth Advisors
Florida
-$91K -12,837 Closed
Cerity Partners
266
Cerity Partners
New York
-$88K -12,495 Closed
LFA
267
Legacy Financial Advisors
Kentucky
-$85K -12,030 Closed
AT
268
Arden Trust
Delaware
-$72K -10,283 Closed
IDBONY
269
Israel Discount Bank of New York
New York
-$49K -6,930 Closed
HR
270
Howe & Rusling
New York
-$31K -4,438 Closed
MNBTD
271
Moody National Bank Trust Division
Texas
-$24K -3,450 Closed
WTB
272
Washington Trust Bank
Washington
-$21K -2,950 Closed
CFA
273
Camarda Financial Advisors
Florida
-$18K -2,496 Closed
AIA
274
Alera Investment Advisors
Illinois
-$17K -2,375 Closed
LC
275
Lavaca Capital
Texas
-$11K -1,618 Closed

SMFG Hedge Fund Activity: Q2 2019 in Review

258 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2019, worth a combined $1.36B — down 1.4% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SMFG positions and 31 closed out — a net gain of 6 holders — while 92 added to existing stakes and 90 trimmed.

The largest buyer was Cowen Inc, opening a new position worth an estimated $24.1M. The largest seller was Bank of America, cutting an estimated $50.1M.

  • 258 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2019, up from 254 in Q1 2019.
  • Funds reported $1.36B of Sumitomo Mitsui Financial stock for Q2 2019, down 1.4% quarter-over-quarter.
  • 37 funds opened new Sumitomo Mitsui Financial positions in Q2 2019 and 31 closed out, a net change of +6 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2019 was Cowen Inc, an estimated $24.1M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2019 was Bank of America, an estimated $50.1M sold.

Based on aggregated 13F filings for Q2 2019.