We are live on ! Find out more
SMFG icon

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
NCM
201
Next Capital Management
New York
$23K +$23.4K +3,306 New
H
202
Hexavest
Quebec, Canada
$22K
TAIM
203
TD Ameritrade Investment Management
Nebraska
$21K -$4.96K -701 -19%
FHA
204
Flagship Harbor Advisors
Massachusetts
$21K
CFA
205
Carroll Financial Associates
North Carolina
$21K +$9.96K +1,407 +89%
Group One Trading
206
Group One Trading
Illinois
$21K +$20.7K +2,925 New
BL
207
Balentine LLC
Georgia
$20K
GRP
208
Global Retirement Partners
California
$19K +$17.8K +2,511 +1,219%
CQS
209
Credential Qtrade Securities
$18.8K +$2.77K +392 +17%
APA
210
American Portfolios Advisors
New York
$18.4K
FHA
211
First Horizon Advisors
Tennessee
$17K -$1.41K -199 -7%
FRA
212
Front Row Advisors
California
$17K -$531 -75 -3%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$14K -$4.52K -638 -24%
BBHC
214
Brown Brothers Harriman & Co
New York
$14K -$2.08K -294 -13%
TWA
215
TCI Wealth Advisors
Arizona
$14K
LWM
216
Lenox Wealth Management
Ohio
$14K +$11.7K +1,656 +355%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$13K
ClearBridge Investments
218
ClearBridge Investments
New York
$12K -$9.3M -1,313,550 -100%
AF
219
Advisornet Financial
Minnesota
$12K
FPFS
220
First Personal Financial Services
North Carolina
$12K
VFA
221
Valeo Financial Advisors
Indiana
$10K +$4.94K +698 +95%
M
222
MOTCO
Texas
$10K +$9.88K +1,395 New
DPA
223
Delphi Private Advisors
California
$9K +$9.31K +1,315 New
TRCT
224
Tower Research Capital (TRC)
New York
$8K -$100K -14,136 -93%
AIM
225
Advantage Investment Management
Iowa
$8K