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Sumitomo Mitsui Financial

222 hedge funds and large institutions have $790M invested in Sumitomo Mitsui Financial in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 68

10% more funds holding

Funds holding: 201222 (+21)

5% more capital invested

Capital invested by funds: $750M → $790M (+$40.2M)

0.45% less ownership

Funds ownership: 9.77%9.32% (-0.45%)

90% less call options, than puts

Call options by funds: $3K | Put options by funds: $31K

Holders
222
Holders Change
+21
Holders Change %
+10.45%
% of All Funds
3.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
44
Increased
80
Reduced
68
Closed
21
Calls
$3K
Puts
$31K
Net Calls
-$28K
Net Calls Change
-$32K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Advisornet Financial
Minnesota
$18K +$1.38K +235 +9%
FRA
177
Front Row Advisors
California
$17K +$3.87K +660 +32%
CCA
178
Column Capital Advisors
Indiana
$16K
ETI
179
Enterprise Trust & Investment
California
$14K
AWA
180
Arkadios Wealth Advisors
Georgia
$14K +$13.9K +2,362 New
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$13K
JFA
182
JNBA Financial Advisors
Minnesota
$10K
SL
183
Savior LLC
Massachusetts
$10K
CFA
184
Carroll Financial Associates
North Carolina
$9K -$100 -17 -1%
BlackRock
185
BlackRock
New York
$9K +$3.53K +602 +76%
GWS
186
Glassman Wealth Services
Virginia
$9K +$5.38K +917 +164%
FCA
187
FinTrust Capital Advisors
South Carolina
$8K +$1.07K +182 +16%
AWM
188
Accel Wealth Management
Iowa
$8K +$7.26K +1,238 New
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$7K
WT
190
Washington Trust
Rhode Island
$7K
GAM
191
Gemmer Asset Management
California
$6K
ME
192
McIlrath & Eck
Washington
$6K
SFS
193
Sowell Financial Services
Arkansas
$6K
Jones Financial Companies
194
Jones Financial Companies
Missouri
$6K +$5.34K +911 New
BBHC
195
Brown Brothers Harriman & Co
New York
$6K +$5.68K +968 New
NFG
196
Next Financial Group
Texas
$6K +$6.33K +1,078 New
VFA
197
Valeo Financial Advisors
Indiana
$5K -$2.28K -388 -32%
CFD
198
Creative Financial Designs
Indiana
$5K
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.94K +$4.69K +800 New
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$4K -$3.17K -541 -47%