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Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

219 hedge funds and large institutions have $652M invested in Sumitomo Mitsui Financial in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 86 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-21
Holders Change %
-8.75%
% of All Funds
4.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
28
Increased
76
Reduced
86
Closed
46
Calls
$112K
Puts
$234K
Net Calls
-$122K
Net Calls Change
+$609K

Top Buyers

1
CIM
Cowen Investment Management
New York
+$52.7M
2
LP
LMR Partners
United Kingdom
+$7.77M
3
Citigroup
Citigroup
New York
+$5.73M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.64M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.46M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$290M
2
CAC
Cowen and Company
New York
-$16.5M
3
AG
Aperio Group
California
-$5.17M
4
William Blair & Company
William Blair & Company
Illinois
-$5.1M
5
NMC
Nine Masts Capital
Hong Kong
-$5.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMC
76
Nine Masts Capital
Hong Kong
$352K -$5.01M -1,026,988 -93%
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$343K +$84.8K +17,718 +33%
DIM
78
DC Investments Management
Virginia
$330K +$133K +27,828 +68%
Geode Capital Management
79
Geode Capital Management
Massachusetts
$328K -$112K -23,392 -25%
JIC
80
Johnson Investment Counsel
Ohio
$316K – – –
MML Investors Services
81
MML Investors Services
Massachusetts
$315K +$132K +27,577 +72%
WAM
82
World Asset Management
Michigan
$311K – – –
EAM
83
Eagle Asset Management
Florida
$291K -$12.4K -2,584 -4%
EDRH
84
Edmond de Rothschild Holding
Switzerland
$275K +$35.9K +7,500 +15%
Millennium Management
85
Millennium Management
New York
$266K +$266K +55,605 New
CSS
86
Cubist Systematic Strategies
Connecticut
$256K +$79.8K +16,649 +45%
MIS
87
Morningstar Investment Services
Illinois
$255K -$6.93K -1,359 -3%
M&T Bank
88
M&T Bank
New York
$254K -$415K -86,804 -62%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$254K +$190K +39,646 +295%
AWM
90
Altium Wealth Management
New York
$247K +$247K +51,632 New
BOH
91
Bank of Hawaii
Hawaii
$236K -$8.94K -1,866 -4%
ACA
92
Atlas Capital Advisors
Wyoming
$236K +$101K +21,162 +75%
AI
93
Atria Investments
North Carolina
$224K +$65.9K +13,784 +42%
FB
94
Fulton Bank
Pennsylvania
$222K +$4.09K +855 +2%
LSAG
95
Lake Street Advisors Group
New Hampshire
$216K +$87.7K +18,354 +68%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$209K -$270K -56,286 -56%
CCA
97
Checchi Capital Advisers
California
$196K -$59K -12,330 -23%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$194K -$1.01M -212,999 -84%
DWT
99
Dorsey & Whitney Trust
South Dakota
$191K +$57K +11,873 +43%
PWPS
100
Pinnacle Wealth Planning Services
Ohio
$186K +$78.7K +16,489 +73%
2 3
4
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