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Sumitomo Mitsui Financial

265 hedge funds and large institutions have $873M invested in Sumitomo Mitsui Financial in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $277K

34% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 29

2% more funds holding

Funds holding: 259265 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.26% less ownership

Funds ownership: 8.24%7.98% (-0.26%)

2% less capital invested

Capital invested by funds: $890M → $873M (-$17.2M)

4% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 101

Holders
265
Holders Change
+6
Holders Change %
+2.32%
% of All Funds
4.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
97
Reduced
101
Closed
29
Calls
$1.16M
Puts
$277K
Net Calls
+$886K
Net Calls Change
+$668K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$95.6M -$12.2M -1,441,497 -11%
Goldman Sachs
2
Goldman Sachs
New York
$90.3M +$11.7M +1,387,731 +14%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$50.8M +$6.55M +774,378 +14%
BlackRock
4
BlackRock
New York
$47.1M +$240K +28,407 +0.5%
CIM
5
Cowen Investment Management
New York
$45.2M -$8.46M -1,000,000 -15%
Lazard Asset Management
6
Lazard Asset Management
New York
$41.5M -$25.7M -3,031,650 -37%
Wells Fargo
7
Wells Fargo
California
$41M -$2.83M -334,750 -6%
Northern Trust
8
Northern Trust
Illinois
$31M +$471K +55,596 +1%
Marshall Wace
9
Marshall Wace
United Kingdom
$28.8M +$19.5M +2,309,306 +178%
Invesco
10
Invesco
Georgia
$25.2M -$12.1M -1,435,344 -31%
Bank of America
11
Bank of America
North Carolina
$24M -$1.57M -185,414 -6%
CAC
12
Cowen and Company
New York
$22.4M -$4.82M -570,000 -17%
SC
13
Samlyn Capital
New York
$20.1M +$15.4M +1,818,673 +260%
Renaissance Technologies
14
Renaissance Technologies
New York
$19M -$2.66M -314,100 -12%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$18.4M +$52.8K +6,242 +0.3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$13.5M +$2.56M +302,550 +16%
CCM
17
Causeway Capital Management
California
$13.3M +$371K +43,857 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$12.8M -$1.27M -149,516 -9%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$9.25M -$698K -82,442 -7%
Federated Hermes
20
Federated Hermes
Pennsylvania
$8.18M +$8.31M +982,404 +2,422%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$7.91M +$1.15M +136,383 +16%
American Century Companies
22
American Century Companies
Missouri
$7.44M +$1.01M +119,575 +15%
Jane Street
23
Jane Street
New York
$7.01M -$14.8M -1,753,368 -67%
JP Morgan Chase
24
JP Morgan Chase
New York
$6.88M +$2.77M +327,481 +62%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$6.79M -$1.22M -143,881 -14%