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Sumitomo Mitsui Financial

235 hedge funds and large institutions have $800M invested in Sumitomo Mitsui Financial in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 54

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

4% more funds holding

Funds holding: 225235 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 9.1%9.06% (-0.05%)

7% less capital invested

Capital invested by funds: $862M → $800M (-$62.3M)

96% less call options, than puts

Call options by funds: $43K | Put options by funds: $1.14M

Holders
235
Holders Change
+10
Holders Change %
+4.44%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
108
Reduced
54
Closed
21
Calls
$43K
Puts
$1.14M
Net Calls
-$1.09M
Net Calls Change
-$260K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
126
ArchPoint Investors
Florida
$151K +$150K +21,545 New
DTL
127
Dynamic Technology Lab
Singapore
$146K +$145K +20,812 New
Federated Hermes
128
Federated Hermes
Pennsylvania
$144K -$4.25M -610,780 -97%
Prudential Financial
129
Prudential Financial
New Jersey
$144K +$15.2K +2,177 +12%
SG
130
StoneX Group
New York
$141K +$140K +20,170 New
HW
131
Hancock Whitney
Mississippi
$138K -$17.3K -2,482 -11%
PMA
132
Prudent Man Advisors
Illinois
$138K
TPCW
133
TD Private Client Wealth
New York
$138K -$2.61K -375 -2%
FIM
134
Freedom Investment Management
Connecticut
$137K +$136K +19,550 New
LJAC
135
L.J. Altfest & Co
New York
$133K +$1.27K +182 +1%
RCAG
136
Rehmann Capital Advisory Group
Michigan
$133K +$7.66K +1,101 +6%
SCA
137
Snowden Capital Advisors
New York
$132K +$3.19K +458 +2%
CGL
138
Clarius Group LLC
Washington
$129K +$43.1K +6,188 +50%
BP
139
Ballentine Partners
Massachusetts
$127K -$13.9K -1,995 -10%
Pzena Investment Management
140
Pzena Investment Management
New York
$127K +$126K +18,154 New
ECM
141
Evergreen Capital Management
Washington
$121K -$80.1K -11,508 -40%
GCP
142
GSA Capital Partners
United Kingdom
$120K +$119K +17,154 New
EWA
143
EP Wealth Advisors
California
$116K +$19.4K +2,793 +20%
BL
144
Balentine LLC
Georgia
$113K -$8.45K -1,214 -7%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$112K +$36.6K +5,254 +49%
II
146
Inspire Investing
Idaho
$108K +$5.75K +826 +6%
FPS
147
Fieldpoint Private Securities
Connecticut
$108K +$19K +2,737 +22%
PFO
148
Pathstone Family Office
New Jersey
$105K +$105K +15,130 New
KMWM
149
Keudell/Morrison Wealth Management
Oregon
$104K +$21.5K +3,095 +26%
MGWM
150
Marks Group Wealth Management
Minnesota
$101K

SMFG Hedge Fund Activity: Q3 2021 in Review

235 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2021, worth a combined $800M — down 7.2% from $862M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SMFG positions and 21 closed out — a net gain of 12 holders — while 108 added to existing stakes and 54 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $12.3M. The largest seller was Northern Trust, cutting an estimated $11.4M.

  • 235 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2021, up from 225 in Q2 2021.
  • Funds reported $800M of Sumitomo Mitsui Financial stock for Q3 2021, down 7.2% quarter-over-quarter.
  • 33 funds opened new Sumitomo Mitsui Financial positions in Q3 2021 and 21 closed out, a net change of +12 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2021 was Goldman Sachs, an estimated $12.3M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2021 was Northern Trust, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2021.