Sumitomo Mitsui Financial
SMFG
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.
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: 3 → 4 (+1)
18% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 68
10% more funds holding
Funds holding: 201 → 222 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$13.1M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$5.49M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.85M |
| 4 |
Jane Street
New York
|
+$2.4M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
-$24.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.93M |
| 3 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$5.62M |
| 4 |
Renaissance Technologies
New York
|
-$5.58M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$4.86M |
SMFG Hedge Fund Activity: Q4 2020 in Review
222 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q4 2020, worth a combined $790M — up 5.4% from $750M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new SMFG positions and 21 closed out — a net gain of 23 holders — while 80 added to existing stakes and 68 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $13.1M. The largest seller was Nine Masts Capital, exiting entirely with an estimated $24.5M sold.
- 222 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q4 2020, up from 201 in Q3 2020.
- Funds reported $790M of Sumitomo Mitsui Financial stock for Q4 2020, up 5.4% quarter-over-quarter.
- 44 funds opened new Sumitomo Mitsui Financial positions in Q4 2020 and 21 closed out, a net change of +23 holders.
- The largest Sumitomo Mitsui Financial buyer in Q4 2020 was Goldman Sachs, an estimated $13.1M added.
- The largest Sumitomo Mitsui Financial seller in Q4 2020 was Nine Masts Capital, an estimated $24.5M sold.
Based on aggregated 13F filings for Q4 2020.