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Sumitomo Mitsui Financial

254 hedge funds and large institutions have $1.38B invested in Sumitomo Mitsui Financial in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 60

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

11% more capital invested

Capital invested by funds: $1.25B → $1.38B (+$133M)

2% more funds holding

Funds holding: 248254 (+6)

0.35% more ownership

Funds ownership: 13.65%14% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

98% less call options, than puts

Call options by funds: $8K | Put options by funds: $467K

Holders
254
Holders Change
+6
Holders Change %
+2.42%
% of All Funds
5.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
123
Reduced
60
Closed
29
Calls
$8K
Puts
$467K
Net Calls
-$459K
Net Calls Change
-$459K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
151
AllianceBernstein
Tennessee
$115K -$11.5K -1,612 -9%
Creative Planning
152
Creative Planning
Kansas
$113K -$4.28K -599 -4%
AIM
153
Axiom Investment Management
New York
$109K +$10.3K +1,447 +10%
TRCT
154
Tower Research Capital (TRC)
New York
$107K +$61.5K +8,607 +129%
SW
155
SVB Wealth
Massachusetts
$106K -$21.3K -2,976 -16%
TI
156
Trexquant Investment
Connecticut
$105K -$212K -29,671 -66%
Boston Partners
157
Boston Partners
Massachusetts
$105K +$107K +14,992 New
IIC
158
Integrated Investment Consultants
Michigan
$99K -$37.4K -5,234 -27%
LC
159
Lindbrook Capital
California
$99K
HW
160
Hancock Whitney
Mississippi
$99K +$101K +14,093 New
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$96K -$41.3K -5,774 -30%
RJFSA
162
Raymond James Financial Services Advisors
Florida
$94K +$9.4K +1,314 +11%
CSS
163
Cubist Systematic Strategies
Connecticut
$91K -$227K -31,801 -71%
BRWA
164
B. Riley Wealth Advisors
Florida
$91K -$31.7K -4,439 -26%
AWM
165
Altium Wealth Management
New York
$90K -$6.76K -946 -7%
Cerity Partners
166
Cerity Partners
New York
$88K -$285K -39,925 -76%
FHB
167
First Hawaiian Bank
Hawaii
$86K
PCG
168
Private Capital Group
Connecticut
$85K +$32.3K +4,510 +59%
LFA
169
Legacy Financial Advisors
Kentucky
$85K +$86K +12,030 New
Prudential Financial
170
Prudential Financial
New Jersey
$85K +$86K +12,033 New
LF
171
Lantz Financial
Illinois
$85K +$86.7K +12,127 New
PNC
172
Park National Corp
Ohio
$84K
State Street
173
State Street
Massachusetts
$83K
AT
174
Arden Trust
Delaware
$72K +$73.5K +10,283 New
Citadel Advisors
175
Citadel Advisors
Florida
$71K -$245K -34,260 -77%

SMFG Hedge Fund Activity: Q1 2019 in Review

254 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2019, worth a combined $1.38B — up 11% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SMFG positions and 29 closed out — a net gain of 9 holders — while 123 added to existing stakes and 60 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $16.5M. The largest seller was LMR Partners, exiting entirely with an estimated $23.9M sold.

  • 254 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2019, up from 248 in Q4 2018.
  • Funds reported $1.38B of Sumitomo Mitsui Financial stock for Q1 2019, up 11% quarter-over-quarter.
  • 38 funds opened new Sumitomo Mitsui Financial positions in Q1 2019 and 29 closed out, a net change of +9 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2019 was Fisher Asset Management, an estimated $16.5M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2019 was LMR Partners, an estimated $23.9M sold.

Based on aggregated 13F filings for Q1 2019.