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Sumitomo Mitsui Financial

223 hedge funds and large institutions have $1.27B invested in Sumitomo Mitsui Financial in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 97 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

0.19% less ownership

Funds ownership: 13.77%13.58% (-0.19%)

6% less capital invested

Capital invested by funds: $1.36B → $1.27B (-$85M)

14% less funds holding

Funds holding: 258223 (-35)

24% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 97

62% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 53

98% less call options, than puts

Call options by funds: $28K | Put options by funds: $1.32M

Holders
223
Holders Change
-35
Holders Change %
-13.57%
% of All Funds
4.89%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
20
Increased
74
Reduced
97
Closed
53
Calls
$28K
Puts
$1.32M
Net Calls
-$1.29M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
ME
201
McIlrath & Eck
Washington
$7K
WT
202
Whittier Trust
California
$7K
FCA
203
FinTrust Capital Advisors
South Carolina
$6K
FMII
204
Farmers & Merchants Investments Inc
Nebraska
$5K -$1.94K -284 -29%
NSIM
205
North Star Investment Management
Illinois
$5K +$4.75K +695 New
BCA
206
Berman Capital Advisors
Georgia
$4K -$3.03K -444 -40%
NFG
207
Next Financial Group
Texas
$4K
WCG
208
Weaver Consulting Group
California
$4K
BFEC
209
Benjamin F. Edwards & Company
Missouri
$3K -$3.15K -461 -50%
BWM
210
BerganKDV Wealth Management
Minnesota
$3K
GWM
211
Geneos Wealth Management
Colorado
$3K
IA
212
IFP Advisors
Florida
$3K +$2.54K +372 New
KFS
213
Kelly Financial Services
Massachusetts
$2.76K +$2.76K +404 New
DAM
214
Delta Asset Management
Tennessee
$2K
IRC
215
Investors Research Corp
Georgia
$2K
JFA
216
JNBA Financial Advisors
Minnesota
$2K
LWA
217
Lenox Wealth Advisors
New York
$2K
WEC
218
Winslow Evans & Crocker
Massachusetts
$2K
PFGIA
219
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$184 +27 +10%
FCH
220
Freestone Capital Holdings
Washington
$1.75K +$230K +33,654 +15%
GT
221
Glenmede Trust
Pennsylvania
$119 +$47.1K +6,889 +65%
CI
222
Cambiar Investors
Colorado
-$110M -15,619,597 Closed
UCFA
223
United Capital Financial Advisors
Texas
-$1.08M -152,703 Closed
Deutsche Bank
224
Deutsche Bank
Germany
-$1.01M -143,362 Closed
SCM
225
Stevens Capital Management
Pennsylvania
-$543K -76,842 Closed

SMFG Hedge Fund Activity: Q3 2019 in Review

223 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2019, worth a combined $1.27B — down 6.3% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of SMFG and 20 opened new positions — a net loss of 33 holders — while 97 trimmed existing stakes and 74 added.

The largest buyer was LMR Partners, adding an estimated $67.2M. The largest seller was Cambiar Investors, exiting entirely with an estimated $110M sold.

  • 223 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2019, down from 258 in Q2 2019.
  • Funds reported $1.27B of Sumitomo Mitsui Financial stock for Q3 2019, down 6.3% quarter-over-quarter.
  • 20 funds opened new Sumitomo Mitsui Financial positions in Q3 2019 and 53 closed out, a net change of -33 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2019 was LMR Partners, an estimated $67.2M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2019 was Cambiar Investors, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2019.