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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
RJFSA
151
Raymond James Financial Services Advisors
Florida
$100K -$4.66K -669 -4%
HHGA
152
Halbert Hargrove Global Advisors
California
$100K +$1.51K +217 +2%
FA
153
FDx Advisors
Illinois
$100K +$99.1K +14,238 New
MCM
154
MAI Capital Management
Ohio
$99K +$22K +3,156 +29%
State Street
155
State Street
Massachusetts
$98K
WANY
156
Wealthspire Advisors (New York)
New York
$95K +$94.2K +13,538 New
PCG
157
Private Capital Group
Connecticut
$94K -$4.17K -599 -4%
DIA
158
Dana Investment Advisors
Wisconsin
$94K +$543 +78 +0.6%
PNC
159
Park National Corp
Ohio
$92K +$91.7K +13,181 New
OL
160
Optas LLC
Texas
$87K +$292 +42 +0.3%
KP
161
Keel Point
Alabama
$87K +$772 +111 +0.9%
CG
162
Caprock Group
Idaho
$86K -$7.97K -1,146 -9%
RhumbLine Advisers
163
RhumbLine Advisers
Massachusetts
$84K +$83K +11,920 New
IC
164
Intersect Capital
California
$83K +$82.7K +11,889 New
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$79K +$37.4K +5,374 +89%
ZB
166
Zions Bancorporation
Utah
$78K +$46.7K +6,717 +151%
Squarepoint
167
Squarepoint
New York
$77K -$12.7K -1,828 -14%
BWP
168
BSW Wealth Partners
Colorado
$77K +$76.6K +11,001 New
Thrivent Financial for Lutherans
169
Thrivent Financial for Lutherans
Minnesota
$74K -$11.5K -1,649 -13%
PGFC
170
Peapack-Gladstone Financial Corp
New Jersey
$74K +$1.36K +195 +2%
CIM
171
Cowen Investment Management
New York
$72.6K
EI
172
Ellevest Inc
New York
$71K -$213K -30,545 -75%
Boston Partners
173
Boston Partners
Massachusetts
$71K -$14.9K -2,146 -18%
Simplex Trading
174
Simplex Trading
Illinois
$68K
Bessemer Group
175
Bessemer Group
New Jersey
$65K +$14 +2 +0%

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.