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Sumitomo Mitsui Financial
SMFG

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: 254 → 258 (+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: 1 → 1 (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

Top Buyers

1
CI
Cowen Inc
New York
+$24.1M
2
Renaissance Technologies
Renaissance Technologies
New York
+$19.5M
3
LP
LMR Partners
United Kingdom
+$7.95M
4
AG
Aperio Group
California
+$7.64M
5
Jane Street
Jane Street
New York
+$3.95M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$50.1M
2
CI
Cambiar Investors
Colorado
-$10.1M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$10M
4
ClearBridge Investments
ClearBridge Investments
New York
-$9.3M
5
UBS AM
UBS AM
Illinois
-$7.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
276
Synovus Financial
Georgia
– -$8K -1,193 Closed
CGT
277
Capital Guardian Trust
California
– -$7K -984 Closed
TJHA
278
Thomas J. Herzfeld Advisors
Florida
– -$6K -916 Closed
Bessemer Group
279
Bessemer Group
New Jersey
– -$5K -772 Closed
TC
280
Truvestments Capital
Florida
– -$5K -760 Closed
SWP
281
Strategic Wealth Partners
Ohio
– -$4K -530 Closed
VCM
282
Versant Capital Management
Arizona
– -$2K -374 Closed
SWM
283
SeaCrest Wealth Management
New York
– -$2K -272 Closed
OWA
284
One Wealth Advisors
California
– -$2K -250 Closed
SIM
285
Sonora Investment Management
Arizona
– -$1K -196 Closed
BC
286
Bartlett & Co
Ohio
– -$1K -82 Closed
BCWM
287
Bartlett & Co Wealth Management
Ohio
– -$576 -82 Closed
FGAM
288
Financial Gravity Asset Management
Texas
– -$35 -5 -26%
SCA
289
Stonebridge Capital Advisors
Minnesota
– +$496 +70 New
8 9 10 11
12

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.