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Sumitomo Mitsui Financial

229 hedge funds and large institutions have $908M invested in Sumitomo Mitsui Financial in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 62 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

570% more call options, than puts

Call options by funds: $5.61M | Put options by funds: $837K

50% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 62

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $790M → $908M (+$118M)

3% more funds holding

Funds holding: 222229 (+7)

0.2% less ownership

Funds ownership: 9.32%9.12% (-0.2%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
229
Holders Change
+7
Holders Change %
+3.15%
% of All Funds
4.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
36
Increased
93
Reduced
62
Closed
28
Calls
$5.61M
Puts
$837K
Net Calls
+$4.77M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
101
Quadrant Capital Group
Ohio
$263K +$4.42K +634 +2%
SRC
102
Sage Rhino Capital
California
$244K +$4.65K +667 +2%
Fisher Asset Management
103
Fisher Asset Management
Washington
$241K -$173K -24,869 -43%
MIS
104
Morningstar Investment Services
Illinois
$236K +$29.1K +4,171 +15%
PAG
105
Private Advisor Group
New Jersey
$228K +$64.3K +9,228 +41%
BF
106
BOK Financial
Oklahoma
$218K +$10.8K +1,544 +5%
JMPWA
107
JP Morgan Private Wealth Advisors
California
$197K +$46.1K +6,615 +32%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$189K +$182K +26,134 New
JP Morgan Chase
109
JP Morgan Chase
New York
$187K -$16K -2,294 -8%
ECM
110
Evergreen Capital Management
Washington
$170K -$1.36K -195 -0.8%
LC
111
Lindbrook Capital
California
$170K +$1.15K +165 +0.7%
HIA
112
Harbor Investment Advisory
Maryland
$167K
CCP
113
Corient Capital Partners
California
$159K +$27.1K +3,884 +22%
RCM
114
RNC Capital Management
California
$156K +$20.5K +2,950 +16%
TPCW
115
TD Private Client Wealth
New York
$154K -$17.4K -2,493 -11%
Jane Street
116
Jane Street
New York
$154K -$2.7M -388,100 -95%
OMC
117
Old Mission Capital
Illinois
$152K -$2.16M -309,530 -94%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$152K +$59.3K +8,520 +69%
New York State Common Retirement Fund
119
New York State Common Retirement Fund
New York
$152K +$146K +20,958 New
CB
120
Cadence Bank
Mississippi
$147K
TSS
121
Two Sigma Securities
New York
$145K +$139K +19,988 New
ACA
122
Atlas Capital Advisors
Wyoming
$145K
CQS
123
Credential Qtrade Securities
$142K +$38.2K +5,487 +39%
HighTower Advisors
124
HighTower Advisors
Illinois
$142K +$7.97K +1,144 +6%
PMA
125
Prudent Man Advisors
Illinois
$138K -$362 -52 -0.3%