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Sumitomo Mitsui Financial

223 hedge funds and large institutions have $1.27B invested in Sumitomo Mitsui Financial in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 97 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

0.19% less ownership

Funds ownership: 13.77%13.58% (-0.19%)

6% less capital invested

Capital invested by funds: $1.36B → $1.27B (-$85M)

14% less funds holding

Funds holding: 258223 (-35)

24% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 97

62% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 53

98% less call options, than puts

Call options by funds: $28K | Put options by funds: $1.32M

Holders
223
Holders Change
-35
Holders Change %
-13.57%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
20
Increased
74
Reduced
97
Closed
53
Calls
$28K
Puts
$1.32M
Net Calls
-$1.29M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
126
Simplicity Solutions
Minnesota
$146K +$1.45K +212 +1%
HIMCH
127
Hartford Investment Management Co (HIMCO)
Connecticut
$145K
AssetMark Inc
128
AssetMark Inc
California
$145K +$6.13K +898 +4%
SSA
129
Schonfeld Strategic Advisors
New York
$145K +$145K +21,200 New
Millennium Management
130
Millennium Management
New York
$145K +$146K +21,302 New
PWPS
131
Pinnacle Wealth Planning Services
Ohio
$139K +$18.1K +2,647 +15%
FCI
132
Financial Counselors Inc
Kansas
$138K -$65.2K -9,538 -32%
MC
133
Miles Capital
Iowa
$133K
DTL
134
Dynamic Technology Lab
Singapore
$132K +$132K +19,264 New
IWP
135
Icon Wealth Partners
Texas
$131K -$8.7K -1,273 -6%
DWT
136
Dorsey & Whitney Trust
South Dakota
$130K -$90.8K -13,290 -41%
Acadian Asset Management
137
Acadian Asset Management
Massachusetts
$130K
Verition Fund Management
138
Verition Fund Management
Connecticut
$125K +$27.8K +4,063 +29%
CGL
139
Clarius Group LLC
Washington
$118K +$840 +123 +0.7%
BF
140
BOK Financial
Oklahoma
$115K -$3.2K -468 -3%
SCM
141
Sterling Capital Management
North Carolina
$114K -$3.15K -461 -3%
HW
142
Hancock Whitney
Mississippi
$113K +$9.93K +1,454 +10%
TSS
143
Two Sigma Securities
New York
$110K -$27.7K -4,055 -20%
NA
144
NewEdge Advisors
Louisiana
$110K +$109K +16,002 New
SRC
145
Sage Rhino Capital
California
$109K -$41.8K -6,115 -28%
HH
146
Hilltop Holdings
Texas
$103K -$19.1K -2,798 -16%
RJFSA
147
Raymond James Financial Services Advisors
Florida
$102K +$6.02K +881 +6%
LF
148
Lantz Financial
Illinois
$99K +$9.63K +1,410 +11%
SI
149
Stephens Inc
Arkansas
$96K +$5.8K +849 +6%
AllianceBernstein
150
AllianceBernstein
Tennessee
$95K -$6.85K -1,003 -7%

SMFG Hedge Fund Activity: Q3 2019 in Review

223 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2019, worth a combined $1.27B — down 6.3% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of SMFG and 20 opened new positions — a net loss of 33 holders — while 97 trimmed existing stakes and 74 added.

The largest buyer was LMR Partners, adding an estimated $67.2M. The largest seller was Cambiar Investors, exiting entirely with an estimated $110M sold.

  • 223 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2019, down from 258 in Q2 2019.
  • Funds reported $1.27B of Sumitomo Mitsui Financial stock for Q3 2019, down 6.3% quarter-over-quarter.
  • 20 funds opened new Sumitomo Mitsui Financial positions in Q3 2019 and 53 closed out, a net change of -33 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2019 was LMR Partners, an estimated $67.2M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2019 was Cambiar Investors, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2019.