Sumitomo Mitsui Financial
SMFG
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 47 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
3.73% less ownership
Funds ownership: 13.63% → 9.91% (-3.7%)
9% less funds holding
Funds holding: 241 → 219 (-22)
12% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 86
40% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 47
52% less capital invested
Capital invested by funds: $1.35B → $652M (-$693M)
52% less call options, than puts
Call options by funds: $112K | Put options by funds: $234K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Cowen Investment Management
New York
|
+$70.9M |
| 2 |
LP
LMR Partners
London,
United Kingdom
|
+$9.82M |
| 3 |
Citigroup
New York
|
+$7.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.23M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$389M |
| 2 |
CAC
Cowen and Company
New York
|
-$22.2M |
| 3 |
AG
Aperio Group
Sausalito,
California
|
-$6.95M |
| 4 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
-$6.62M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$6.19M |
SMFG Hedge Fund Activity: Q1 2020 in Review
219 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2020, worth a combined $652M — down 52% from $1.35B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of SMFG and 28 opened new positions — a net loss of 19 holders — while 86 trimmed existing stakes and 76 added.
The largest buyer was Cowen Investment Management, opening a new position worth an estimated $70.9M. The largest seller was Fisher Asset Management, cutting an estimated $389M.
- 219 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2020, down from 241 in Q4 2019.
- Funds reported $652M of Sumitomo Mitsui Financial stock for Q1 2020, down 52% quarter-over-quarter.
- 28 funds opened new Sumitomo Mitsui Financial positions in Q1 2020 and 47 closed out, a net change of -19 holders.
- The largest Sumitomo Mitsui Financial buyer in Q1 2020 was Cowen Investment Management, an estimated $70.9M added.
- The largest Sumitomo Mitsui Financial seller in Q1 2020 was Fisher Asset Management, an estimated $389M sold.
Based on aggregated 13F filings for Q1 2020.