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Sumitomo Mitsui Financial

240 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, 99 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+18
Holders Change %
+8.11%
% of All Funds
4.74%
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
99
Reduced
66
Closed
24
Calls
$299K
Puts
$1.03M
Net Calls
-$731K
Net Calls Change
+$560K
Name Holding Trade Value Shares
Change
Shares
Change %
CBT
176
Capital Bank & Trust
California
$33K -$38.3K -5,233 -54%
EI
177
Ellevest Inc
New York
$33K +$33K +4,518 New
LWM
178
Liberty Wealth Management
California
$32K -$59 -8 -0.2%
TWA
179
TCI Wealth Advisors
Arizona
$32K +$17K +2,275 +113%
CQS
180
Credential Qtrade Securities
$31K +$6.95K +938 +29%
BBHC
181
Brown Brothers Harriman & Co
New York
$30K -$3.22K -439 -10%
APA
182
American Portfolios Advisors
New York
$25K +$4.37K +590 +21%
TAIM
183
TD Ameritrade Investment Management
Nebraska
$24K +$1.58K +213 +7%
FHA
184
Flagship Harbor Advisors
Massachusetts
$23K +$6.25K +853 +37%
KPW
185
Kore Private Wealth
New York
$23K +$23K +3,110 New
RIA
186
Realta Investment Advisors
Delaware
$22K
GRP
187
Global Retirement Partners
California
$21K -$2.21K -303 -10%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$21K +$6.41K +886 +44%
LWM
189
Lenox Wealth Management
Ohio
$20K +$10.5K +1,391 +110%
FRA
190
Front Row Advisors
California
$19K +$98 +13 +0.5%
FHA
191
First Horizon Advisors
Tennessee
$18K
CCA
192
Column Capital Advisors
Indiana
$18K +$18K +2,478 New
NIT
193
NumerixS Investment Technologies
British Columbia, Canada
$16K
ETI
194
Enterprise Trust & Investment
California
$15K
VFA
195
Valeo Financial Advisors
Indiana
$15K +$6.83K +925 +84%
ClearBridge Investments
196
ClearBridge Investments
New York
$13K
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$13K
JFA
198
JNBA Financial Advisors
Minnesota
$13K +$11.3K +1,474 +655%
SL
199
Savior LLC
Massachusetts
$13K +$13K +1,755 New
SFS
200
Sowell Financial Services
Arkansas
$11K -$3.85K -503 -26%