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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
Fisher Asset Management
1
Fisher Asset Management
Washington
$429M -$10M -1,418,250 -2%
CI
2
Cambiar Investors
Colorado
$110M -$10.1M -1,426,827 -8%
Lazard Asset Management
3
Lazard Asset Management
New York
$106M -$1.34M -189,540 -1%
Bank of America
4
Bank of America
North Carolina
$80.9M -$50.1M -7,075,582 -38%
Northern Trust
5
Northern Trust
Illinois
$65.7M +$2.06M +290,726 +3%
Morgan Stanley
6
Morgan Stanley
New York
$62.6M +$976K +137,875 +2%
PPA
7
Parametric Portfolio Associates
Washington
$56.9M +$3.37M +475,620 +6%
Wells Fargo
8
Wells Fargo
California
$50.2M -$1.67M -235,846 -3%
AG
9
Aperio Group
California
$40.7M +$7.64M +1,078,682 +23%
Renaissance Technologies
10
Renaissance Technologies
New York
$30.2M +$19.5M +2,750,900 +180%
CI
11
Cowen Inc
New York
$24M +$24.1M +3,402,000 New
Goldman Sachs
12
Goldman Sachs
New York
$20.3M -$1.09M -153,364 -5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$18.1M +$1.12M +158,047 +7%
US Bancorp
14
US Bancorp
Minnesota
$15.1M +$1.12M +157,895 +8%
CCM
15
Causeway Capital Management
California
$14.8M +$356K +50,233 +2%
TAM
16
Todd Asset Management
Kentucky
$14.3M -$42.9K -6,055 -0.3%
CGH
17
Crossmark Global Holdings
Texas
$13.3M -$120K -16,944 -0.9%
NMC
18
Nine Masts Capital
Hong Kong
$12.4M -$6.32M -893,136 -34%
Franklin Resources
19
Franklin Resources
California
$11.2M +$697K +98,424 +7%
TRSOTSOK
20
Teachers Retirement System of the State of Kentucky
Kentucky
$9.14M
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.56M +$808K +114,083 +10%
RJA
22
Raymond James & Associates
Florida
$8.26M -$2.2M -310,447 -21%
LP
23
LMR Partners
United Kingdom
$7.92M +$7.95M +1,122,373 New
Natixis Advisors
24
Natixis Advisors
Massachusetts
$7.48M +$258K +36,509 +4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$5.96M +$348K +49,177 +6%