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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
AWM
176
Altium Wealth Management
New York
$77K -$13K -1,840 -14%
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$77K +$77K +10,877 New
FHB
178
First Hawaiian Bank
Hawaii
$76K -$9.92K -1,401 -11%
TP
179
Tranquility Partners
Tennessee
$74K +$74.5K +10,521 New
PAG
180
Private Advisor Group
New Jersey
$73K +$73.7K +10,404 New
WAM
181
Wealthspire Advisors (Maryland)
Maryland
$72K +$10.8K +1,532 +18%
GC
182
Gilbert & Cook
Iowa
$72K +$71.8K +10,140 New
KMWM
183
Keudell/Morrison Wealth Management
Oregon
$71K +$72.6K +10,256 New
CBT
184
Capital Bank & Trust
California
$70K -$1.72K -243 -2%
LWM
185
Liberty Wealth Management
California
$57K +$2.66K +376 +5%
Fidelity Investments
186
Fidelity Investments
Massachusetts
$54K +$35.2K +4,970 +187%
PCG
187
Private Capital Group
Connecticut
$51K -$39.4K -5,560 -46%
PA
188
Parallel Advisors
California
$51K +$13.9K +1,960 +37%
ZB
189
Zions Bancorporation
Utah
$50K -$10.4K -1,473 -17%
EFSCE
190
Enterprise Financial Services Corp (EFSC)
Missouri
$43K +$3.61K +510 +9%
PB
191
Pinnacle Bancorp
Nebraska
$43K +$26K +3,673 +148%
CIAS
192
Capital Investment Advisory Services
North Carolina
$41K +$41.1K +5,810 New
CAW
193
Cornerstone Advisors (Washington)
Washington
$40K +$12.2K +1,728 +44%
AAP
194
Arax Advisory Partners
Colorado
$39K +$39.2K +5,539 New
PCP
195
Proficio Capital Partners
Massachusetts
$37K -$3.82K -540 -9%
SPIA
196
Steward Partners Investment Advisory
New York
$36K +$37K +5,223 New
HNB
197
Huntington National Bank
Ohio
$29K +$113 +16 +0.4%
CFGS
198
Concourse Financial Group Securities
Alabama
$27K -$1.91K -270 -6%
RIA
199
Realta Investment Advisors
Delaware
$27K +$15.4K +2,182 +128%
ASN
200
Advisory Services Network
Georgia
$24K +$12.9K +1,825 +116%