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Sumitomo Mitsui Financial

229 hedge funds and large institutions have $908M invested in Sumitomo Mitsui Financial in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 62 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

570% more call options, than puts

Call options by funds: $5.61M | Put options by funds: $837K

50% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 62

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $790M → $908M (+$118M)

3% more funds holding

Funds holding: 222229 (+7)

0.2% less ownership

Funds ownership: 9.32%9.12% (-0.2%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
229
Holders Change
+7
Holders Change %
+3.15%
% of All Funds
4.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
36
Increased
93
Reduced
62
Closed
28
Calls
$5.61M
Puts
$837K
Net Calls
+$4.77M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
76
Advisors Asset Management
Colorado
$529K -$66.8K -9,593 -12%
IRC
77
Investors Research Corp
Georgia
$521K -$21.1K -3,025 -4%
JIC
78
Johnson Investment Counsel
Ohio
$510K
BTW
79
Boston Trust Walden
Massachusetts
$476K +$19.5K +2,800 +4%
EVM
80
Eaton Vance Management
Massachusetts
$459K -$1.5K -216 -0.3%
MML Investors Services
81
MML Investors Services
Massachusetts
$457K +$8.71K +1,251 +2%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$433K +$1.3K +186 +0.3%
EI
83
Ethic Inc
New York
$424K +$11.8K +1,691 +3%
DWT
84
Dorsey & Whitney Trust
South Dakota
$413K -$404 -58 -0.1%
AWM
85
Altium Wealth Management
New York
$411K -$34.3K -4,923 -8%
M&T Bank
86
M&T Bank
New York
$409K +$5.45K +782 +1%
VAS
87
Vestmark Advisory Solutions
Massachusetts
$369K -$8.02K -1,151 -2%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$358K -$2.68K -385 -0.8%
KAS
89
Kestra Advisory Services
Texas
$345K +$183K +26,256 +123%
SFI
90
Susquehanna Fundamental Investments
Pennsylvania
$331K -$807K -115,819 -72%
Creative Planning
91
Creative Planning
Kansas
$317K +$24.7K +3,540 +9%
LSAG
92
Lake Street Advisors Group
New Hampshire
$313K +$5.66K +813 +2%
PWPS
93
Pinnacle Wealth Planning Services
Ohio
$299K +$10K +1,436 +4%
MWM
94
Mission Wealth Management
California
$293K +$84.6K +12,142 +43%
CCA
95
Checchi Capital Advisers
California
$290K +$9.56K +1,373 +4%
PI
96
PEAK6 Investments
Illinois
$290K +$278K +39,937 New
FTDI
97
First Trust Direct Indexing
Massachusetts
$285K -$54.4K -7,812 -17%
PA
98
Parallel Advisors
California
$282K -$2.68K -385 -1%
RJT
99
Raymond James Trust
Florida
$271K -$5.22K -750 -2%
PAS
100
Park Avenue Securities
New York
$264K +$27.3K +3,914 +12%