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Sumitomo Mitsui Financial

235 hedge funds and large institutions have $800M invested in Sumitomo Mitsui Financial in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 54

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

4% more funds holding

Funds holding: 225235 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 9.1%9.06% (-0.05%)

7% less capital invested

Capital invested by funds: $862M → $800M (-$62.3M)

96% less call options, than puts

Call options by funds: $43K | Put options by funds: $1.14M

Holders
235
Holders Change
+10
Holders Change %
+4.44%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
108
Reduced
54
Closed
21
Calls
$43K
Puts
$1.14M
Net Calls
-$1.09M
Net Calls Change
-$260K
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
201
JNBA Financial Advisors
Minnesota
$12K
HNB
202
Huntington National Bank
Ohio
$12K +$11.9K +1,713 +171,300%
CFA
203
Carroll Financial Associates
North Carolina
$11K +$717 +103 +7%
FHA
204
First Horizon Advisors
Tennessee
$10K -$6.99K -1,005 -39%
APWA
205
Atlas Private Wealth Advisors
New Jersey
$10K
SWM
206
Spire Wealth Management
Virginia
$10K
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.39K
VCM
208
Vigilant Capital Management
Maine
$9K +$8.54K +1,227 New
HI
209
Harbour Investments
Wisconsin
$8K +$2.18K +313 +35%
GAM
210
Gemmer Asset Management
California
$7K
ME
211
McIlrath & Eck
Washington
$7K
WT
212
Washington Trust
Rhode Island
$7K
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$7K +$1.82K +262 +32%
PB
214
Pinnacle Bancorp
Nebraska
$6K -$13.8K -1,983 -71%
FCA
215
FinTrust Capital Advisors
South Carolina
$6K
BIA
216
Bell Investment Advisors
California
$6K +$5.6K +805 New
EFSCE
217
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$39.2K -5,630 -89%
BMD
218
Better Money Decisions
New Mexico
$5K
CFD
219
Creative Financial Designs
Indiana
$4K
CFA
220
Cahill Financial Advisors
Minnesota
$3K +$2.78K +400 New
CFGS
221
Concourse Financial Group Securities
Alabama
$3K +$2.94K +423 New
EVM
222
Eaton Vance Management
Massachusetts
$2K -$11.7K -1,674 -4%
BWL
223
Bogart Wealth LLC
Virginia
$2K
IA
224
IFP Advisors
Florida
$2K
NFG
225
Next Financial Group
Texas
$2K

SMFG Hedge Fund Activity: Q3 2021 in Review

235 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2021, worth a combined $800M — down 7.2% from $862M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SMFG positions and 21 closed out — a net gain of 12 holders — while 108 added to existing stakes and 54 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $12.3M. The largest seller was Northern Trust, cutting an estimated $11.4M.

  • 235 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2021, up from 225 in Q2 2021.
  • Funds reported $800M of Sumitomo Mitsui Financial stock for Q3 2021, down 7.2% quarter-over-quarter.
  • 33 funds opened new Sumitomo Mitsui Financial positions in Q3 2021 and 21 closed out, a net change of +12 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2021 was Goldman Sachs, an estimated $12.3M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2021 was Northern Trust, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2021.