We are live on ! Find out more
SMFG icon

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
State Street
151
State Street
Massachusetts
$103K +$15K +2,089 +18%
Cambridge Investment Research Advisors
152
Cambridge Investment Research Advisors
Iowa
$101K +$98.3K +13,656 New
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$99K +$10.9K +1,519 +13%
HH
154
Hilltop Holdings
Texas
$95K -$16.2K -2,258 -15%
WAM
155
Wealthspire Advisors (Maryland)
Maryland
$92K +$89.1K +12,379 New
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$89K -$119K -16,478 -58%
PAG
157
Private Advisor Group
New Jersey
$89K -$89.4K -12,428 -51%
II
158
Inspire Investing
Idaho
$80K +$77.7K +10,806 New
PTC
159
Private Trust Company
Ohio
$79K -$1.11K -154 -1%
PWA
160
Physician Wealth Advisors
Utah
$79K +$77.1K +10,722 New
TP
161
Tranquility Partners
Tennessee
$78K
MCM
162
MAI Capital Management
Ohio
$77K
KMWM
163
Keudell/Morrison Wealth Management
Oregon
$76K
Marshall Wace
164
Marshall Wace
United Kingdom
$75K +$73.2K +10,177 New
ASN
165
Advisory Services Network
Georgia
$61K +$34.8K +4,833 +142%
PA
166
Parallel Advisors
California
$52K +$17.4K +2,415 +52%
EW
167
Evoke Wealth
California
$50.1K +$50 +7 +0.1%
Boston Partners
168
Boston Partners
Massachusetts
$50K -$31.7K -4,406 -39%
LP
169
LMR Partners
United Kingdom
$48.1K -$32.4M -4,499,304 -41%
ZB
170
Zions Bancorporation
Utah
$48K -$3.33K -463 -7%
PB
171
Pinnacle Bancorp
Nebraska
$46K -$9.88K -1,373 -18%
SPIA
172
Steward Partners Investment Advisory
New York
$44K +$2.12K +294 +5%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$44K +$3.85K +535 +10%
HNB
174
Huntington National Bank
Ohio
$44K +$23.1K +3,211 +115%
PA
175
Procyon Advisors
Connecticut
$41K +$39.8K +5,538 New

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.