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Sumitomo Mitsui Financial

241 hedge funds and large institutions have $1.35B invested in Sumitomo Mitsui Financial in 2019 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 100 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

52% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 66

8% more funds holding

Funds holding: 223241 (+18)

6% more capital invested

Capital invested by funds: $1.27B → $1.35B (+$71.4M)

0.05% more ownership

Funds ownership: 13.58%13.63% (+0.05%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

71% less call options, than puts

Call options by funds: $299K | Put options by funds: $1.03M

Holders
241
Holders Change
+18
Holders Change %
+8.07%
% of All Funds
4.75%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
47
Increased
100
Reduced
66
Closed
24
Calls
$299K
Puts
$1.03M
Net Calls
-$731K
Net Calls Change
+$560K
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
126
Eaton Vance Management
Massachusetts
$170K -$191K -26,518 -54%
PWPS
127
Pinnacle Wealth Planning Services
Ohio
$166K +$15K +2,085 +10%
ONB
128
Old National Bancorp
Indiana
$164K -$2.12K -295 -1%
GT
129
Glenmede Trust
Pennsylvania
$162K +$31.9K +4,438 +25%
GC
130
Guggenheim Capital
Illinois
$156K -$47.3K -6,578 -24%
Chevy Chase Trust
131
Chevy Chase Trust
Maryland
$154K -$4.57K -635 -3%
AssetMark Inc
132
AssetMark Inc
California
$153K -$3.9K -542 -3%
FCI
133
Financial Counselors Inc
Kansas
$149K
MC
134
Miles Capital
Iowa
$142K -$2.27K -316 -2%
IWP
135
Icon Wealth Partners
Texas
$142K
PP
136
Paloma Partners
Connecticut
$139K +$135K +18,795 New
CG
137
Caprock Group
Idaho
$131K -$77.9K -10,833 -38%
SRC
138
Sage Rhino Capital
California
$128K +$10.8K +1,495 +9%
Citadel Advisors
139
Citadel Advisors
Florida
$127K -$1.37M -190,022 -92%
BF
140
BOK Financial
Oklahoma
$127K +$1.37K +190 +1%
TSS
141
Two Sigma Securities
New York
$127K +$7.83K +1,088 +7%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$126K +$121K +16,876 New
CGL
143
Clarius Group LLC
Washington
$120K -$4.46K -620 -4%
PCG
144
Private Capital Group
Connecticut
$119K +$30.8K +4,286 +36%
SS
145
Simplicity Solutions
Minnesota
$117K -$39.5K -5,491 -26%
LF
146
Lantz Financial
Illinois
$117K +$8.18K +1,137 +8%
SI
147
Stephens Inc
Arkansas
$110K +$5.93K +824 +6%
EMG
148
Ellington Management Group
Connecticut
$110K +$106K +14,800 New
MGWM
149
Marks Group Wealth Management
Minnesota
$108K +$105K +14,609 New
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$107K +$4.7K +653 +5%

SMFG Hedge Fund Activity: Q4 2019 in Review

241 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2019, worth a combined $1.35B — up 5.6% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SMFG positions and 24 closed out — a net gain of 23 holders — while 100 added to existing stakes and 66 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $20.9M. The largest seller was LMR Partners, cutting an estimated $32.4M.

  • 241 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2019, up from 223 in Q3 2019.
  • Funds reported $1.35B of Sumitomo Mitsui Financial stock for Q4 2019, up 5.6% quarter-over-quarter.
  • 47 funds opened new Sumitomo Mitsui Financial positions in Q4 2019 and 24 closed out, a net change of +23 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2019 was Goldman Sachs, an estimated $20.9M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2019 was LMR Partners, an estimated $32.4M sold.

Based on aggregated 13F filings for Q4 2019.