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Sumitomo Mitsui Financial

223 hedge funds and large institutions have $1.27B invested in Sumitomo Mitsui Financial in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 97 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

0.19% less ownership

Funds ownership: 13.77%13.58% (-0.19%)

6% less capital invested

Capital invested by funds: $1.36B → $1.27B (-$85M)

14% less funds holding

Funds holding: 258223 (-35)

24% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 97

62% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 53

98% less call options, than puts

Call options by funds: $28K | Put options by funds: $1.32M

Holders
223
Holders Change
-35
Holders Change %
-13.57%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
20
Increased
74
Reduced
97
Closed
53
Calls
$28K
Puts
$1.32M
Net Calls
-$1.29M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
BTW
101
Boston Trust Walden
Massachusetts
$253K
MML Investors Services
102
MML Investors Services
Massachusetts
$236K -$415K -60,744 -64%
RJT
103
Raymond James Trust
Florida
$231K +$20.9K +3,055 +10%
LC
104
Lindbrook Capital
California
$230K +$71.1K +10,407 +45%
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$226K -$54.2K -7,937 -19%
FA
106
FDx Advisors
Illinois
$215K -$193K -28,254 -47%
BP
107
Ballentine Partners
Massachusetts
$212K +$102K +14,938 +93%
Citigroup
108
Citigroup
New York
$211K -$4.87M -713,457 -96%
Federated Hermes
109
Federated Hermes
Pennsylvania
$202K +$17.8K +2,608 +10%
CG
110
Caprock Group
Idaho
$195K -$22.4K -3,285 -10%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$195K +$195K +28,550 New
GC
112
Guggenheim Capital
Illinois
$189K -$5.23K -766 -3%
RhumbLine Advisers
113
RhumbLine Advisers
Massachusetts
$179K +$41.3K +6,044 +30%
DIM
114
DC Investments Management
Virginia
$177K +$60.5K +8,860 +52%
PAG
115
Private Advisor Group
New Jersey
$172K +$95.9K +14,043 +135%
FAAS
116
First Allied Advisory Services
California
$169K +$758 +111 +0.4%
JMPWA
117
JP Morgan Private Wealth Advisors
California
$168K -$575K -84,159 -77%
LSAG
118
Lake Street Advisors Group
New Hampshire
$168K -$7.26K -1,063 -4%
CB
119
Cadence Bank
Mississippi
$166K
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$160K -$76.4K -11,186 -32%
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$160K -$25.1K -3,678 -14%
ONB
122
Old National Bancorp
Indiana
$154K -$63.5K -9,301 -29%
PAS
123
Park Avenue Securities
New York
$153K -$42.9K -6,274 -22%
BAM
124
Blueshift Asset Management
New Jersey
$149K +$149K +21,778 New
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$147K

SMFG Hedge Fund Activity: Q3 2019 in Review

223 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2019, worth a combined $1.27B — down 6.3% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of SMFG and 20 opened new positions — a net loss of 33 holders — while 97 trimmed existing stakes and 74 added.

The largest buyer was LMR Partners, adding an estimated $67.2M. The largest seller was Cambiar Investors, exiting entirely with an estimated $110M sold.

  • 223 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2019, down from 258 in Q2 2019.
  • Funds reported $1.27B of Sumitomo Mitsui Financial stock for Q3 2019, down 6.3% quarter-over-quarter.
  • 20 funds opened new Sumitomo Mitsui Financial positions in Q3 2019 and 53 closed out, a net change of -33 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2019 was LMR Partners, an estimated $67.2M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2019 was Cambiar Investors, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2019.