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Sumitomo Mitsui Financial

241 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, 100 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

52% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 66

8% more funds holding

Funds holding: 223241 (+18)

6% more capital invested

Capital invested by funds: $1.27B → $1.35B (+$71.4M)

0.05% more ownership

Funds ownership: 13.58%13.63% (+0.05%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

71% less call options, than puts

Call options by funds: $299K | Put options by funds: $1.03M

Holders
241
Holders Change
+18
Holders Change %
+8.07%
% of All Funds
4.75%
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
100
Reduced
66
Closed
24
Calls
$299K
Puts
$1.03M
Net Calls
-$731K
Net Calls Change
+$560K
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
201
Sowell Financial Services
Arkansas
$11K -$3.62K -503 -26%
CFA
202
Carroll Financial Associates
North Carolina
$11K +$86 +12 +0.8%
WQ
203
Wealth Quarterback
New Jersey
$9.74K +$13.8K +1,914 New
GWM
204
Geneos Wealth Management
Colorado
$9K +$5.46K +759 +142%
IA
205
IFP Advisors
Florida
$9K +$5.56K +773 +208%
BC
206
Barnett & Company
Tennessee
$9K +$8.81K +1,224 New
ME
207
McIlrath & Eck
Washington
$8K
WT
208
Whittier Trust
California
$8K
Group One Trading
209
Group One Trading
Illinois
$7K -$36.9K -5,122 -84%
FGAM
210
Financial Gravity Asset Management
Texas
$7K +$7 +1 +8%
BWM
211
BerganKDV Wealth Management
Minnesota
$7K +$3.29K +457 +92%
ADL
212
Asset Dedication LLC
California
$6K +$5.44K +756 New
EWP
213
Engrave Wealth Partners
Texas
$6K +$6.39K +888 New
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$5K
NFG
215
Next Financial Group
Texas
$5K
SCA
216
Stonebridge Capital Advisors
Minnesota
$5K +$4.44K +617 +881%
CI
217
Cordant Inc
Oregon
$5K +$4.81K +668 New
WCM
218
Wealthcare Capital Management
Virginia
$5K +$4.84K +673 New
VNA
219
Valley National Advisers
Pennsylvania
$5K +$5.33K +741 New
BCA
220
Berman Capital Advisors
Georgia
$4K
WCG
221
Weaver Consulting Group
California
$4K
BFEC
222
Benjamin F. Edwards & Company
Missouri
$3K
LWA
223
Lenox Wealth Advisors
New York
$3K
TCOV
224
Trust Company of Vermont
Vermont
$3K +$2.62K +364 New
WB
225
West Bancorporation
Iowa
$3K +$3.04K +422 New

SMFG Hedge Fund Activity: Q4 2019 in Review

241 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2019, worth a combined $1.35B — up 5.6% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SMFG positions and 24 closed out — a net gain of 23 holders — while 100 added to existing stakes and 66 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $20.9M. The largest seller was LMR Partners, cutting an estimated $32.4M.

  • 241 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2019, up from 223 in Q3 2019.
  • Funds reported $1.35B of Sumitomo Mitsui Financial stock for Q4 2019, up 5.6% quarter-over-quarter.
  • 47 funds opened new Sumitomo Mitsui Financial positions in Q4 2019 and 24 closed out, a net change of +23 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q4 2019 was Goldman Sachs, an estimated $20.9M added.
  • The largest Sumitomo Mitsui Financial seller in Q4 2019 was LMR Partners, an estimated $32.4M sold.

Based on aggregated 13F filings for Q4 2019.