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Sumitomo Mitsui Financial

235 hedge funds and large institutions have $800M invested in Sumitomo Mitsui Financial in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 54

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

4% more funds holding

Funds holding: 225235 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 9.1%9.06% (-0.05%)

7% less capital invested

Capital invested by funds: $862M → $800M (-$62.3M)

96% less call options, than puts

Call options by funds: $43K | Put options by funds: $1.14M

Holders
235
Holders Change
+10
Holders Change %
+4.44%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
108
Reduced
54
Closed
21
Calls
$43K
Puts
$1.14M
Net Calls
-$1.09M
Net Calls Change
-$260K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
51
Advisor Partners
California
$1.4M +$26K +3,737 +2%
S
52
SignatureFD
Georgia
$1.32M +$41.2K +5,923 +3%
BU
53
BBVA USA
Alabama
$1.19M -$40.7K -5,843 -3%
BCM
54
BTC Capital Management
Iowa
$1.19M +$14.7K +2,114 +1%
SFI
55
Susquehanna Fundamental Investments
Pennsylvania
$1.04M +$799K +114,862 +348%
EI
56
Ethic Inc
New York
$1.02M -$46.4K -6,669 -4%
WFI
57
West Family Investments
California
$1.01M +$822K +118,045 +447%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.01M -$506K -72,638 -34%
LNWWM
59
Laird Norton Wetherby Wealth Management
California
$968K -$23.3K -3,350 -2%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$950K +$105K +15,136 +13%
Osaic Holdings
61
Osaic Holdings
Arizona
$921K -$82.7K -11,882 -8%
RWM
62
Ritholtz Wealth Management
New York
$910K +$159K +22,841 +21%
Comerica Bank
63
Comerica Bank
Texas
$883K -$1.89M -271,297 -68%
M&T Bank
64
M&T Bank
New York
$874K +$237K +33,989 +37%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$847K +$70.2K +10,085 +9%
Geode Capital Management
66
Geode Capital Management
Massachusetts
$750K -$13.8K -1,987 -2%
VCA
67
Verdence Capital Advisors
Maryland
$727K +$44.8K +6,442 +7%
Sanders Capital
68
Sanders Capital
Florida
$685K
CAM
69
Cresset Asset Management
Illinois
$656K +$57K +8,189 +10%
CP
70
Covenant Partners
Tennessee
$641K
JIC
71
Johnson Investment Counsel
Ohio
$637K
AAM
72
Advisors Asset Management
Colorado
$617K +$207K +29,681 +51%
EAM
73
Eagle Asset Management
Florida
$595K +$891 +128 +0.2%
OAG
74
Orbis Allan Gray
Bermuda
$583K
ECM
75
ExodusPoint Capital Management
New York
$552K +$356K +51,083 +184%

SMFG Hedge Fund Activity: Q3 2021 in Review

235 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2021, worth a combined $800M — down 7.2% from $862M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SMFG positions and 21 closed out — a net gain of 12 holders — while 108 added to existing stakes and 54 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $12.3M. The largest seller was Northern Trust, cutting an estimated $11.4M.

  • 235 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2021, up from 225 in Q2 2021.
  • Funds reported $800M of Sumitomo Mitsui Financial stock for Q3 2021, down 7.2% quarter-over-quarter.
  • 33 funds opened new Sumitomo Mitsui Financial positions in Q3 2021 and 21 closed out, a net change of +12 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2021 was Goldman Sachs, an estimated $12.3M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2021 was Northern Trust, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2021.