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Sumitomo Mitsui Financial
SMFG

254 hedge funds and large institutions have $1.38B invested in Sumitomo Mitsui Financial in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 60

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

11% more capital invested

Capital invested by funds: $1.25B → $1.38B (+$133M)

2% more funds holding

Funds holding: 248 → 254 (+6)

0.35% more ownership

Funds ownership: 13.65% → 14% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

98% less call options, than puts

Call options by funds: $8K | Put options by funds: $467K

Holders
254
Holders Change
+6
Holders Change %
+2.42%
% of All Funds
5.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
123
Reduced
60
Closed
29
Calls
$8K
Puts
$467K
Net Calls
-$459K
Net Calls Change
-$459K

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$16.5M
2
Bank of America
Bank of America
North Carolina
+$16M
3
CI
Cambiar Investors
Colorado
+$13.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$7.62M
5
Lazard Asset Management
Lazard Asset Management
New York
+$7.25M

Top Sellers

Rank Fund Capital Flow
1
LP
LMR Partners
United Kingdom
-$23.9M
2
NMC
Nine Masts Capital
Hong Kong
-$11.9M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$11.5M
4
Marshall Wace
Marshall Wace
United Kingdom
-$6.35M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$5.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
276
Avior Wealth Management
Nebraska
– -$6K -984 Closed
GSC
277
G&S Capital
Colorado
– -$6K -885 Closed
KPW
278
Kore Private Wealth
New York
– -$5K -720 Closed
LPWM
279
Lake Point Wealth Management
Texas
– -$4K -678 Closed
VNA
280
Valley National Advisers
Pennsylvania
– -$2K -348 Closed
CC
281
Claybrook Capital
Massachusetts
– -$2K -331 Closed
WDL
282
Well Done LLC
Michigan
– -$2K -331 Closed
FGAM
283
Financial Gravity Asset Management
Texas
– +$136 +19 New
8 9 10 11
12

SMFG Hedge Fund Activity: Q1 2019 in Review

254 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2019, worth a combined $1.38B — up 11% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SMFG positions and 29 closed out — a net gain of 9 holders — while 123 added to existing stakes and 60 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $16.5M. The largest seller was LMR Partners, exiting entirely with an estimated $23.9M sold.

  • 254 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2019, up from 248 in Q4 2018.
  • Funds reported $1.38B of Sumitomo Mitsui Financial stock for Q1 2019, up 11% quarter-over-quarter.
  • 38 funds opened new Sumitomo Mitsui Financial positions in Q1 2019 and 29 closed out, a net change of +9 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2019 was Fisher Asset Management, an estimated $16.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2019 was LMR Partners, an estimated $23.9M sold.

Based on aggregated 13F filings for Q1 2019.