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Sumitomo Mitsui Financial

222 hedge funds and large institutions have $790M invested in Sumitomo Mitsui Financial in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 68

10% more funds holding

Funds holding: 201222 (+21)

5% more capital invested

Capital invested by funds: $750M → $790M (+$40.2M)

0.45% less ownership

Funds ownership: 9.77%9.32% (-0.45%)

90% less call options, than puts

Call options by funds: $3K | Put options by funds: $31K

Holders
222
Holders Change
+21
Holders Change %
+10.45%
% of All Funds
3.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
44
Increased
80
Reduced
68
Closed
21
Calls
$3K
Puts
$31K
Net Calls
-$28K
Net Calls Change
-$32K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$76.7M -$4.3M -732,426 -6%
CIM
2
Cowen Investment Management
New York
$64.6M -$1.67M -284,400 -3%
PPA
3
Parametric Portfolio Associates
Washington
$61.8M +$5.49M +936,452 +10%
Goldman Sachs
4
Goldman Sachs
New York
$58.9M +$13.1M +2,224,548 +30%
AG
5
Aperio Group
California
$49.1M +$287 +49 +0%
Renaissance Technologies
6
Renaissance Technologies
New York
$47.6M -$5.58M -951,600 -11%
Morgan Stanley
7
Morgan Stanley
New York
$44.1M -$4.04M -688,081 -9%
Northern Trust
8
Northern Trust
Illinois
$42.3M -$1.68M -286,600 -4%
CAC
9
Cowen and Company
New York
$39.5M
Wells Fargo
10
Wells Fargo
California
$37.3M -$4.32M -736,016 -11%
LP
11
LMR Partners
United Kingdom
$30.3M -$733K -124,869 -2%
Bank of America
12
Bank of America
North Carolina
$25M -$6.93M -1,181,972 -23%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$21.7M +$3.85M +655,771 +23%
Citigroup
14
Citigroup
New York
$18.9M -$2.19M -373,558 -11%
CCM
15
Causeway Capital Management
California
$14.5M +$1.07M +183,075 +8%
CGH
16
Crossmark Global Holdings
Texas
$11.6M -$40.2K -6,857 -0.4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$11.5M +$1.34M +227,627 +14%
US Bancorp
18
US Bancorp
Minnesota
$8.79M -$842K -143,518 -9%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$7.64M +$32.2K +5,493 +0.4%
Franklin Resources
20
Franklin Resources
California
$5.89M +$784K +133,684 +16%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$5.37M +$11.3K +1,919 +0.2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.34M -$2.12M -360,531 -29%
ICM
23
Infini Capital Management
Hong Kong
$5.04M +$4.8M +817,500 New
IMF
24
Infini Master Fund
Hong Kong
$5.04M +$4.8M +817,500 New
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$4.91M +$2M +340,879 +75%