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Sumitomo Mitsui Financial

258 hedge funds and large institutions have $1.36B invested in Sumitomo Mitsui Financial in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 92 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

2% more funds holding

Funds holding: 254258 (+4)

2% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 90

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.23% less ownership

Funds ownership: 14%13.77% (-0.23%)

1% less capital invested

Capital invested by funds: $1.38B → $1.36B (-$18.6M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.23M

Holders
258
Holders Change
+4
Holders Change %
+1.57%
% of All Funds
5.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
92
Reduced
90
Closed
31
Calls
Puts
$1.23M
Net Calls
-$1.23M
Net Calls Change
-$770K
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
151
Pinnacle Wealth Planning Services
Ohio
$125K -$6.03K -851 -5%
BF
152
BOK Financial
Oklahoma
$123K -$36.1K -5,099 -23%
SCM
153
Sterling Capital Management
North Carolina
$121K -$6.09K -861 -5%
DIM
154
DC Investments Management
Virginia
$121K +$121K +17,084 New
Capital Fund Management (CFM)
155
Capital Fund Management (CFM)
France
$121K +$121K +17,100 New
CGL
156
Clarius Group LLC
Washington
$121K +$122K +17,195 New
RRAM
157
River Road Asset Management
Kentucky
$118K -$23.9K -3,376 -17%
CNBT
158
Canandaigua National Bank & Trust
New York
$115K -$33.3K -4,701 -22%
BP
159
Ballentine Partners
Massachusetts
$113K +$114K +16,056 New
SW
160
SVB Wealth
Massachusetts
$108K +$651 +92 +0.6%
AIM
161
Axiom Investment Management
New York
$107K -$1.82K -257 -2%
AllianceBernstein
162
AllianceBernstein
Tennessee
$106K -$9.54K -1,347 -8%
Boston Partners
163
Boston Partners
Massachusetts
$106K
HW
164
Hancock Whitney
Mississippi
$106K +$6.65K +939 +7%
I
165
IberiaBank
Louisiana
$105K -$120K -16,911 -53%
Commonwealth Equity Services
166
Commonwealth Equity Services
Massachusetts
$103K +$6.82K +963 +7%
IIC
167
Integrated Investment Consultants
Michigan
$100K
Verition Fund Management
168
Verition Fund Management
Connecticut
$100K +$100K +14,187 New
RJFSA
169
Raymond James Financial Services Advisors
Florida
$99K +$4.59K +649 +5%
Prudential Financial
170
Prudential Financial
New Jersey
$95K +$10.3K +1,458 +12%
LF
171
Lantz Financial
Illinois
$94K +$7.88K +1,113 +9%
SI
172
Stephens Inc
Arkansas
$93K -$86.6K -12,237 -48%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$86K -$80.1K -11,311 -48%
PNC
174
Park National Corp
Ohio
$86K +$1.5K +212 +2%
State Street
175
State Street
Massachusetts
$84K

SMFG Hedge Fund Activity: Q2 2019 in Review

258 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2019, worth a combined $1.36B — down 1.4% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SMFG positions and 31 closed out — a net gain of 6 holders — while 92 added to existing stakes and 90 trimmed.

The largest buyer was Cowen Inc, opening a new position worth an estimated $24.1M. The largest seller was Bank of America, cutting an estimated $50.1M.

  • 258 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2019, up from 254 in Q1 2019.
  • Funds reported $1.36B of Sumitomo Mitsui Financial stock for Q2 2019, down 1.4% quarter-over-quarter.
  • 37 funds opened new Sumitomo Mitsui Financial positions in Q2 2019 and 31 closed out, a net change of +6 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2019 was Cowen Inc, an estimated $24.1M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2019 was Bank of America, an estimated $50.1M sold.

Based on aggregated 13F filings for Q2 2019.