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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
FWCM
26
Ferguson Wellman Capital Management
Oregon
$5.39M +$145K +21,292 +3%
Jane Street
27
Jane Street
New York
$4.69M +$873K +127,796 +23%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$4.42M -$1.36M -198,784 -24%
Ameriprise
29
Ameriprise
Minnesota
$3.74M -$254K -37,157 -6%
LPL Financial
30
LPL Financial
California
$3.64M +$250K +36,602 +7%
William Blair & Company
31
William Blair & Company
Illinois
$3.29M -$106K -15,589 -3%
UBS Group
32
UBS Group
Switzerland
$3.13M -$76.9K -11,253 -2%
ECM
33
ETrade Capital Management
Virginia
$3.09M -$1.04M -152,213 -25%
BC
34
Brinker Capital
Pennsylvania
$3.08M +$197K +28,871 +7%
SB
35
Suntrust Banks
Georgia
$2.88M -$1.12M -163,415 -28%
Comerica Bank
36
Comerica Bank
Texas
$2.74M -$542K -79,382 -17%
ECM
37
Evergreen Capital Management
Washington
$2.73M +$468K +68,570 +21%
Stifel Financial
38
Stifel Financial
Missouri
$2.65M +$187K +27,321 +8%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$2.4M -$358K -52,400 -13%
SEI Investments
40
SEI Investments
Pennsylvania
$2.19M -$14.8K -2,163 -0.7%
ACC
41
Accident Compensation Corp
New Zealand
$1.83M
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$1.81M -$440K -64,436 -20%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$1.77M +$215K +31,419 +14%
OAM
44
Oxford Asset Management
United Kingdom
$1.73M +$1.73M +253,022 New
AAM
45
Advisors Asset Management
Colorado
$1.64M -$108K -15,875 -6%
AIA
46
Avalon Investment & Advisory
Texas
$1.63M +$143K +20,987 +10%
GHAM
47
Gilman Hill Asset Management
Connecticut
$1.58M +$14.9K +2,175 +0.9%
Truist Financial
48
Truist Financial
North Carolina
$1.5M -$485K -71,019 -24%
Citadel Advisors
49
Citadel Advisors
Florida
$1.42M +$803K +117,478 +131%
MYIA
50
Mount Yale Investment Advisors
Colorado
$1.34M -$89.8K -13,138 -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.