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Sumitomo Mitsui Financial

223 hedge funds and large institutions have $1.27B invested in Sumitomo Mitsui Financial in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 97 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

0.19% less ownership

Funds ownership: 13.77%13.58% (-0.19%)

6% less capital invested

Capital invested by funds: $1.36B → $1.27B (-$85M)

14% less funds holding

Funds holding: 258223 (-35)

24% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 97

62% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 53

98% less call options, than puts

Call options by funds: $28K | Put options by funds: $1.32M

Holders
223
Holders Change
-35
Holders Change %
-13.57%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
20
Increased
74
Reduced
97
Closed
53
Calls
$28K
Puts
$1.32M
Net Calls
-$1.29M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Altium Wealth Management
New York
-$77K -10,971 Closed
Cambridge Investment Research Advisors
252
Cambridge Investment Research Advisors
Iowa
-$77K -10,877 Closed
FHB
253
First Hawaiian Bank
Hawaii
-$76K -10,825 Closed
WAM
254
Wealthspire Advisors (Maryland)
Maryland
-$72K -10,157 Closed
GC
255
Gilbert & Cook
Iowa
-$72K -10,140 Closed
CIAS
256
Capital Investment Advisory Services
North Carolina
-$41K -5,810 Closed
CAW
257
Cornerstone Advisors (Washington)
Washington
-$40K -5,631 Closed
AAP
258
Arax Advisory Partners
Colorado
-$39K -5,539 Closed
PCP
259
Proficio Capital Partners
Massachusetts
-$37K -5,252 Closed
CFGS
260
Concourse Financial Group Securities
Alabama
-$26.6K -3,887 Closed
NCM
261
Next Capital Management
New York
-$23K -3,306 Closed
FPFS
262
First Personal Financial Services
North Carolina
-$12K -1,689 Closed
M
263
MOTCO
Texas
-$10K -1,395 Closed
AC
264
Avestar Capital
New York
-$8K -1,274 Closed
JFGIW
265
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$8K -1,113 Closed
SSB
266
Sandy Spring Bank
Maryland
-$8K -1,081 Closed
SQA
267
Simon Quick Advisors
New Jersey
-$6.04K -856 Closed
EI
268
Ellevest Inc
New York
-$6K -804 Closed
GAM
269
Gemmer Asset Management
California
-$4K -581 Closed
SFG
270
SevenBridge Financial Group
Pennsylvania
-$4K -525 Closed
GAM
271
Griffin Asset Management
New York
-$2K -260 Closed
VCM
272
Vigilant Capital Management
Maine
-$1K -166 Closed
W
273
WealthStone
Ohio
-$1.01K -143 Closed
QT
274
Quantamental Technologies
New York
-$1K -100 Closed
FGAM
275
Financial Gravity Asset Management
Texas
-$7 -1 -7%

SMFG Hedge Fund Activity: Q3 2019 in Review

223 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2019, worth a combined $1.27B — down 6.3% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of SMFG and 20 opened new positions — a net loss of 33 holders — while 97 trimmed existing stakes and 74 added.

The largest buyer was LMR Partners, adding an estimated $67.2M. The largest seller was Cambiar Investors, exiting entirely with an estimated $110M sold.

  • 223 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2019, down from 258 in Q2 2019.
  • Funds reported $1.27B of Sumitomo Mitsui Financial stock for Q3 2019, down 6.3% quarter-over-quarter.
  • 20 funds opened new Sumitomo Mitsui Financial positions in Q3 2019 and 53 closed out, a net change of -33 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2019 was LMR Partners, an estimated $67.2M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2019 was Cambiar Investors, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2019.