Sumitomo Mitsui Financial
SMFG
201 hedge funds and large institutions have $750M invested in Sumitomo Mitsui Financial in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 41 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 66
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.23% less ownership
Funds ownership: 10% → 9.77% (-0.23%)
3% less capital invested
Capital invested by funds: $769M → $750M (-$19.3M)
9% less funds holding
Funds holding: 222 → 201 (-21)
44% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$7.94M |
| 2 |
AG
Aperio Group
Sausalito,
California
|
+$3.74M |
| 3 |
Goldman Sachs
New York
|
+$3.44M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$2.71M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
LMR Partners
London,
United Kingdom
|
-$8.24M |
| 2 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
-$8.19M |
| 3 |
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
-$5.08M |
| 4 |
Lazard Asset Management
New York
|
-$2.72M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$2.54M |
SMFG Hedge Fund Activity: Q3 2020 in Review
201 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2020, worth a combined $750M — down 2.5% from $769M a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of SMFG and 23 opened new positions — a net loss of 18 holders — while 66 trimmed existing stakes and 81 added.
The largest buyer was Crossmark Global Holdings, adding an estimated $7.94M. The largest seller was LMR Partners, cutting an estimated $8.24M.
- 201 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2020, down from 222 in Q2 2020.
- Funds reported $750M of Sumitomo Mitsui Financial stock for Q3 2020, down 2.5% quarter-over-quarter.
- 23 funds opened new Sumitomo Mitsui Financial positions in Q3 2020 and 41 closed out, a net change of -18 holders.
- The largest Sumitomo Mitsui Financial buyer in Q3 2020 was Crossmark Global Holdings, an estimated $7.94M added.
- The largest Sumitomo Mitsui Financial seller in Q3 2020 was LMR Partners, an estimated $8.24M sold.
Based on aggregated 13F filings for Q3 2020.