Sumitomo Mitsui Financial
SMFG
222 hedge funds and large institutions have $769M invested in Sumitomo Mitsui Financial in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 32 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
18% more capital invested
Capital invested by funds: $652M → $769M (+$117M)
16% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 32
1% more funds holding
Funds holding: 219 → 222 (+3)
0.09% more ownership
Funds ownership: 9.91% → 10% (+0.09%)
15% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 86
98% less call options, than puts
Call options by funds: $3K | Put options by funds: $183K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$25.1M |
| 2 |
AG
Aperio Group
Sausalito,
California
|
+$12M |
| 3 |
Citigroup
New York
|
+$10.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.1M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$3.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$13.8M |
| 2 |
LP
LMR Partners
London,
United Kingdom
|
-$8.2M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$8.14M |
| 4 |
Morgan Stanley
New York
|
-$4.99M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$4.44M |
SMFG Hedge Fund Activity: Q2 2020 in Review
222 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2020, worth a combined $769M — up 18% from $652M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SMFG positions and 32 closed out — a net gain of 5 holders — while 73 added to existing stakes and 86 trimmed.
The largest buyer was Nine Masts Capital, adding an estimated $25.1M. The largest seller was Bank of America, cutting an estimated $13.8M.
- 222 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2020, up from 219 in Q1 2020.
- Funds reported $769M of Sumitomo Mitsui Financial stock for Q2 2020, up 18% quarter-over-quarter.
- 37 funds opened new Sumitomo Mitsui Financial positions in Q2 2020 and 32 closed out, a net change of +5 holders.
- The largest Sumitomo Mitsui Financial buyer in Q2 2020 was Nine Masts Capital, an estimated $25.1M added.
- The largest Sumitomo Mitsui Financial seller in Q2 2020 was Bank of America, an estimated $13.8M sold.
Based on aggregated 13F filings for Q2 2020.