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Sumitomo Mitsui Financial

229 hedge funds and large institutions have $908M invested in Sumitomo Mitsui Financial in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 62 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

570% more call options, than puts

Call options by funds: $5.61M | Put options by funds: $837K

50% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 62

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $790M → $908M (+$118M)

3% more funds holding

Funds holding: 222229 (+7)

0.2% less ownership

Funds ownership: 9.32%9.12% (-0.2%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
229
Holders Change
+7
Holders Change %
+3.15%
% of All Funds
4.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
36
Increased
93
Reduced
62
Closed
28
Calls
$5.61M
Puts
$837K
Net Calls
+$4.77M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
176
Zions Bancorporation
Utah
$33K -$20.3K -2,911 -39%
MF
177
Manchester Financial
California
$33K
HCP
178
Hexagon Capital Partners
Arkansas
$32K
TAIM
179
TD Ameritrade Investment Management
Nebraska
$29K
AssetMark Inc
180
AssetMark Inc
California
$29K +$3.41K +489 +14%
MHR
181
Matthew Hamilton Rosenberg
$27K
PFGIA
182
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$564 +81 +2%
AWA
183
Arkadios Wealth Advisors
Georgia
$26K +$9.21K +1,322 +56%
APA
184
American Portfolios Advisors
New York
$24.7K
AF
185
Advisornet Financial
Minnesota
$21K
FRA
186
Front Row Advisors
California
$20K
PB
187
Pinnacle Bancorp
Nebraska
$20K +$18.8K +2,700 +3,333%
CCA
188
Column Capital Advisors
Indiana
$19K
VFA
189
Valeo Financial Advisors
Indiana
$18K +$11.2K +1,601 +195%
SWM
190
Spire Wealth Management
Virginia
$16K +$14.7K +2,107 New
ETI
191
Enterprise Trust & Investment
California
$15K
SFS
192
Sowell Financial Services
Arkansas
$15K +$7.56K +1,086 +116%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$14K +$5.42K +778 +70%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$13K
JFA
195
JNBA Financial Advisors
Minnesota
$12K
GWS
196
Glassman Wealth Services
Virginia
$12K +$857 +123 +8%
CFA
197
Carroll Financial Associates
North Carolina
$11K
SL
198
Savior LLC
Massachusetts
$11K
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.71K +$3.76K +540 +68%
FCA
200
FinTrust Capital Advisors
South Carolina
$9K -$919 -132 -10%

SMFG Hedge Fund Activity: Q1 2021 in Review

229 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2021, worth a combined $908M — up 15% from $790M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SMFG positions and 28 closed out — a net gain of 8 holders — while 93 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $55.3M. The largest seller was LMR Partners, cutting an estimated $19.3M.

  • 229 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2021, up from 222 in Q4 2020.
  • Funds reported $908M of Sumitomo Mitsui Financial stock for Q1 2021, up 15% quarter-over-quarter.
  • 36 funds opened new Sumitomo Mitsui Financial positions in Q1 2021 and 28 closed out, a net change of +8 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2021 was BlackRock, an estimated $55.3M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2021 was LMR Partners, an estimated $19.3M sold.

Based on aggregated 13F filings for Q1 2021.