Sumitomo Mitsui Financial
SMFG
225 hedge funds and large institutions have $862M invested in Sumitomo Mitsui Financial in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 67 reducing their positions, and 23 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 67
0.01% less ownership
Funds ownership: 9.12% → 9.1% (-0.01%)
4% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 23
2% less funds holding
Funds holding: 229 → 225 (-4)
5% less capital invested
Capital invested by funds: $908M → $862M (-$45.9M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
74% less call options, than puts
Call options by funds: $298K | Put options by funds: $1.13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$18.9M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$7.41M |
| 3 |
Morgan Stanley
New York
|
+$5.66M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.17M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$4.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$8.98M |
| 2 |
LP
LMR Partners
London,
United Kingdom
|
-$8.97M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$8.22M |
| 4 |
Goldman Sachs
New York
|
-$8.01M |
| 5 |
Citigroup
New York
|
-$7.41M |
SMFG Hedge Fund Activity: Q2 2021 in Review
225 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2021, worth a combined $862M — down 5.1% from $908M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of SMFG and 22 opened new positions — a net loss of 1 holder — while 67 trimmed existing stakes and 94 added.
The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $18.9M. The largest seller was Renaissance Technologies, cutting an estimated $8.98M.
- 225 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2021, down from 229 in Q1 2021.
- Funds reported $862M of Sumitomo Mitsui Financial stock for Q2 2021, down 5.1% quarter-over-quarter.
- 22 funds opened new Sumitomo Mitsui Financial positions in Q2 2021 and 23 closed out, a net change of -1 holder.
- The largest Sumitomo Mitsui Financial buyer in Q2 2021 was Westwood Holdings Group, an estimated $18.9M added.
- The largest Sumitomo Mitsui Financial seller in Q2 2021 was Renaissance Technologies, an estimated $8.98M sold.
Based on aggregated 13F filings for Q2 2021.