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Sumitomo Mitsui Financial

241 hedge funds and large institutions have $831M invested in Sumitomo Mitsui Financial in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 40

3% more funds holding

Funds holding: 235241 (+6)

4% more capital invested

Capital invested by funds: $800M → $831M (+$31.7M)

0.15% less ownership

Funds ownership: 9.06%8.9% (-0.15%)

1% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 83

99% less call options, than puts

Call options by funds: $5K | Put options by funds: $407K

Holders
241
Holders Change
+6
Holders Change %
+2.55%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
82
Reduced
83
Closed
40
Calls
$5K
Puts
$407K
Net Calls
-$402K
Net Calls Change
+$691K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$5.93M -$419K -61,896 -7%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$5.8M +$44.3K +6,535 +0.8%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$4.29M +$1.33M +195,931 +45%
Natixis Advisors
29
Natixis Advisors
Massachusetts
$3.55M -$6.34M -935,715 -64%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$3.41M +$43K +6,349 +1%
Millennium Management
31
Millennium Management
New York
$3.28M -$175K -25,906 -5%
CGH
32
Crossmark Global Holdings
Texas
$3.21M -$9.38M -1,384,682 -75%
AHC
33
Anderson Hoagland & Co
Missouri
$3.17M +$33.2K +4,896 +1%
US Bancorp
34
US Bancorp
Minnesota
$3.16M -$765K -112,972 -20%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$2.77M +$2.76M +408,050 New
TAIM
36
Te Ahumairangi Investment Management
New Zealand
$2.7M +$350K +51,601 +15%
USCWA
37
U.S. Capital Wealth Advisors
Texas
$2.66M -$726K -107,195 -21%
BCI
38
Brinker Capital Investments
Pennsylvania
$2.58M -$58.7K -8,661 -2%
SEI Investments
39
SEI Investments
Pennsylvania
$2.56M -$305K -45,098 -11%
RFC
40
Regions Financial Corp
Alabama
$2.55M +$98.1K +14,484 +4%
GHAM
41
Gilman Hill Asset Management
Connecticut
$2.45M -$36.5K -5,396 -1%
Truist Financial
42
Truist Financial
North Carolina
$2.44M -$241K -35,628 -9%
American Century Companies
43
American Century Companies
Missouri
$2.22M +$499K +73,605 +29%
UBS Group
44
UBS Group
Switzerland
$2.21M -$205K -30,247 -9%
FCH
45
Freestone Capital Holdings
Washington
$2.2M -$49.1K -7,253 -2%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$2.09M +$1.27M +187,036 +155%
GT
47
Greenleaf Trust
Michigan
$2.04M -$206K -30,375 -9%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$1.99M -$4.24M -626,007 -68%
Ameriprise
49
Ameriprise
Minnesota
$1.94M -$74.3K -10,962 -4%
RJA
50
Raymond James & Associates
Florida
$1.78M -$2.53M -374,001 -59%