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Sumitomo Mitsui Financial

222 hedge funds and large institutions have $790M invested in Sumitomo Mitsui Financial in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 68

10% more funds holding

Funds holding: 201222 (+21)

5% more capital invested

Capital invested by funds: $750M → $790M (+$40.2M)

0.45% less ownership

Funds ownership: 9.77%9.32% (-0.45%)

90% less call options, than puts

Call options by funds: $3K | Put options by funds: $31K

Holders
222
Holders Change
+21
Holders Change %
+10.45%
% of All Funds
3.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
44
Increased
80
Reduced
68
Closed
21
Calls
$3K
Puts
$31K
Net Calls
-$28K
Net Calls Change
-$32K
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
101
Sage Rhino Capital
California
$204K +$1.82K +311 +1%
PAS
102
Park Avenue Securities
New York
$201K -$22.1K -3,771 -10%
Squarepoint
103
Squarepoint
New York
$187K +$45.2K +7,700 +34%
BF
104
BOK Financial
Oklahoma
$177K +$50.3K +8,573 +43%
MWM
105
Mission Wealth Management
California
$175K +$166K +28,300 New
JP Morgan Chase
106
JP Morgan Chase
New York
$173K +$88 +15 +0.1%
AIM
107
Aigen Investment Management
New York
$172K +$164K +27,900 New
MIS
108
Morningstar Investment Services
Illinois
$170K -$111K -18,893 -41%
EAM
109
Eagle Asset Management
Florida
$163K -$179K -30,541 -53%
SSA
110
Schonfeld Strategic Advisors
New York
$158K +$150K +25,500 New
SFO
111
Standard Family Office
South Dakota
$155K +$147K +25,137 New
TI
112
Trexquant Investment
Connecticut
$147K +$140K +23,819 New
TPCW
113
TD Private Client Wealth
New York
$146K -$31.1K -5,303 -18%
ECM
114
Evergreen Capital Management
Washington
$146K -$3.73K -635 -3%
DIM
115
DC Investments Management
Virginia
$144K -$88.2K -15,040 -39%
LC
116
Lindbrook Capital
California
$144K -$3.34K -570 -2%
HIA
117
Harbor Investment Advisory
Maryland
$142K
PAG
118
Private Advisor Group
New Jersey
$138K -$8.89K -1,515 -6%
SS
119
Simplicity Solutions
Minnesota
$133K +$33.4K +5,686 +36%
KAS
120
Kestra Advisory Services
Texas
$132K +$125K +21,356 New
JMPWA
121
JP Morgan Private Wealth Advisors
California
$127K -$36.4K -6,201 -23%
CB
122
Cadence Bank
Mississippi
$125K
ACA
123
Atlas Capital Advisors
Wyoming
$123K -$17.7K -3,025 -13%
RCAG
124
Rehmann Capital Advisory Group
Michigan
$118K +$8.77K +1,494 +8%
PMA
125
Prudent Man Advisors
Illinois
$118K

SMFG Hedge Fund Activity: Q4 2020 in Review

222 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2020, worth a combined $790M — up 5.4% from $750M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SMFG positions and 21 closed out — a net gain of 23 holders — while 80 added to existing stakes and 68 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $13.1M. The largest seller was Nine Masts Capital, exiting entirely with an estimated $24.5M sold.

  • 222 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2020, up from 201 in Q3 2020.
  • Funds reported $790M of Sumitomo Mitsui Financial stock for Q4 2020, up 5.4% quarter-over-quarter.
  • 44 funds opened new Sumitomo Mitsui Financial positions in Q4 2020 and 21 closed out, a net change of +23 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2020 was Goldman Sachs, an estimated $13.1M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2020 was Nine Masts Capital, an estimated $24.5M sold.

Based on aggregated 13F filings for Q4 2020.