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Sumitomo Mitsui Financial

241 hedge funds and large institutions have $1.35B invested in Sumitomo Mitsui Financial in 2019 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 100 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

52% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 66

8% more funds holding

Funds holding: 223241 (+18)

6% more capital invested

Capital invested by funds: $1.27B → $1.35B (+$71.4M)

0.05% more ownership

Funds ownership: 13.58%13.63% (+0.05%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

71% less call options, than puts

Call options by funds: $299K | Put options by funds: $1.03M

Holders
241
Holders Change
+18
Holders Change %
+8.07%
% of All Funds
4.75%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
47
Increased
100
Reduced
66
Closed
24
Calls
$299K
Puts
$1.03M
Net Calls
-$731K
Net Calls Change
+$560K
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
101
Brandywine Oak Private Wealth
Pennsylvania
$266K +$259K +35,947 New
BP
102
BBR Partners
New York
$265K +$257K +35,764 New
RJT
103
Raymond James Trust
Florida
$258K +$7.53K +1,047 +3%
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$258K +$12.9K +1,793 +5%
LC
105
Lindbrook Capital
California
$249K -$684 -95 -0.3%
AI
106
Atria Investments
North Carolina
$245K +$238K +33,084 New
BP
107
Ballentine Partners
Massachusetts
$243K +$12.5K +1,740 +6%
EGM
108
Engineers Gate Manager
New York
$243K +$236K +32,833 New
IB
109
Intrust Bank
Kansas
$241K -$62.4K -8,669 -21%
American Century Companies
110
American Century Companies
Missouri
$238K +$231K +32,132 New
Deutsche Bank
111
Deutsche Bank
Germany
$235K +$229K +31,771 New
Acadian Asset Management
112
Acadian Asset Management
Massachusetts
$217K +$74.5K +10,361 +55%
ACA
113
Atlas Capital Advisors
Wyoming
$208K -$141K -19,546 -41%
DWT
114
Dorsey & Whitney Trust
South Dakota
$207K +$64K +8,895 +47%
LSAG
115
Lake Street Advisors Group
New Hampshire
$199K +$16.8K +2,330 +10%
HIMCH
116
Hartford Investment Management Co (HIMCO)
Connecticut
$196K +$37.1K +5,152 +24%
FA
117
FDx Advisors
Illinois
$193K -$38.9K -5,413 -17%
RhumbLine Advisers
118
RhumbLine Advisers
Massachusetts
$190K -$3.85K -535 -2%
Federated Hermes
119
Federated Hermes
Pennsylvania
$189K -$28.5K -3,956 -13%
FAAS
120
First Allied Advisory Services
California
$187K +$4.44K +617 +2%
Balyasny Asset Management
121
Balyasny Asset Management
Illinois
$185K -$281K -39,086 -61%
PAS
122
Park Avenue Securities
New York
$182K +$16.5K +2,298 +10%
CB
123
Cadence Bank
Mississippi
$180K
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$177K +$3.18K +442 +2%
EI
125
Ethic Inc
New York
$174K +$169K +23,545 New

SMFG Hedge Fund Activity: Q4 2019 in Review

241 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2019, worth a combined $1.35B — up 5.6% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SMFG positions and 24 closed out — a net gain of 23 holders — while 100 added to existing stakes and 66 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $20.9M. The largest seller was LMR Partners, cutting an estimated $32.4M.

  • 241 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2019, up from 223 in Q3 2019.
  • Funds reported $1.35B of Sumitomo Mitsui Financial stock for Q4 2019, up 5.6% quarter-over-quarter.
  • 47 funds opened new Sumitomo Mitsui Financial positions in Q4 2019 and 24 closed out, a net change of +23 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2019 was Goldman Sachs, an estimated $20.9M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2019 was LMR Partners, an estimated $32.4M sold.

Based on aggregated 13F filings for Q4 2019.