We are live on ! Find out more
SMFG icon

Sumitomo Mitsui Financial

241 hedge funds and large institutions have $831M invested in Sumitomo Mitsui Financial in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 40

3% more funds holding

Funds holding: 235241 (+6)

4% more capital invested

Capital invested by funds: $800M → $831M (+$31.7M)

0.15% less ownership

Funds ownership: 9.06%8.9% (-0.15%)

1% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 83

99% less call options, than puts

Call options by funds: $5K | Put options by funds: $407K

Holders
241
Holders Change
+6
Holders Change %
+2.55%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
82
Reduced
83
Closed
40
Calls
$5K
Puts
$407K
Net Calls
-$402K
Net Calls Change
+$691K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$79.4M +$3.99M +588,586 +5%
CIM
2
Cowen Investment Management
New York
$70.3M
Goldman Sachs
3
Goldman Sachs
New York
$64.2M +$10.8M +1,596,520 +20%
Lazard Asset Management
4
Lazard Asset Management
New York
$60.8M -$25.9M -3,817,157 -30%
Morgan Stanley
5
Morgan Stanley
New York
$60.8M +$2.39M +353,554 +4%
BlackRock
6
BlackRock
New York
$48.9M -$3.47M -512,350 -7%
CAC
7
Cowen and Company
New York
$40.6M
Fidelity Investments
8
Fidelity Investments
Massachusetts
$33M +$3.14M +463,980 +11%
Wells Fargo
9
Wells Fargo
California
$32.1M -$6.55M -967,132 -17%
Northern Trust
10
Northern Trust
Illinois
$28.4M -$1.51M -222,862 -5%
Renaissance Technologies
11
Renaissance Technologies
New York
$25M -$4.15M -613,100 -14%
Bank of America
12
Bank of America
North Carolina
$20.3M -$13.8M -2,037,580 -41%
LP
13
LMR Partners
United Kingdom
$18.8M +$18.6M +2,739,085 New
WHG
14
Westwood Holdings Group
Texas
$17.4M +$942K +139,136 +6%
Citigroup
15
Citigroup
New York
$15.8M +$7.99M +1,178,912 +102%
CCM
16
Causeway Capital Management
California
$13.7M -$1.83M -270,396 -12%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12.5M -$658K -97,113 -5%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$11.6M +$3.71M +547,249 +47%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$8.39M -$463K -68,300 -5%
Franklin Resources
20
Franklin Resources
California
$7.72M +$601K +88,790 +8%
N
21
Nuveen
North Carolina
$7.58M -$141K -20,793 -2%
CM
22
Castleark Management
Illinois
$7.1M +$7.08M +1,045,000 New
Russell Investments Group
23
Russell Investments Group
United Kingdom
$6.92M +$135K +19,969 +2%
Federated Hermes
24
Federated Hermes
Pennsylvania
$6.7M +$6.54M +965,607 +4,690%
Jane Street
25
Jane Street
New York
$6.63M +$6.61M +976,016 New