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Sumitomo Mitsui Financial

306 hedge funds and large institutions have $1.04B invested in Sumitomo Mitsui Financial in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 99 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more call options, than puts

Call options by funds: $1.65M | Put options by funds: $349K

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

13% more funds holding

Funds holding: 272306 (+34)

5% more capital invested

Capital invested by funds: $985M → $1.04B (+$53.1M)

0.54% more ownership

Funds ownership: 7.47%8.01% (+0.54%)

4% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 103

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
306
Holders Change
+34
Holders Change %
+12.5%
% of All Funds
4.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
73
Increased
99
Reduced
103
Closed
32
Calls
$1.65M
Puts
$349K
Net Calls
+$1.3M
Net Calls Change
-$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$259M +$141M +14,504,443 +118%
Goldman Sachs
2
Goldman Sachs
New York
$107M -$6.55M -675,479 -6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$68M +$645K +66,577 +1%
BlackRock
4
BlackRock
New York
$64.3M +$2.25M +231,786 +4%
Wells Fargo
5
Wells Fargo
California
$41.3M -$7.5M -773,184 -15%
CIM
6
Cowen Investment Management
New York
$40.2M -$9.69K -1,000 -0%
Northern Trust
7
Northern Trust
Illinois
$32.9M -$791K -81,548 -2%
Millennium Management
8
Millennium Management
New York
$31.2M +$29.4M +3,028,831 +1,523%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$27.1M +$4.32M +445,413 +19%
Invesco
10
Invesco
Georgia
$24.1M -$6.78M -698,989 -22%
Renaissance Technologies
11
Renaissance Technologies
New York
$16.6M -$2.44M -251,200 -13%
Jane Street
12
Jane Street
New York
$15.6M +$13.4M +1,382,136 +602%
Bank of America
13
Bank of America
North Carolina
$12.8M -$15.2M -1,570,634 -54%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$11.8M -$6.84M -705,691 -37%
American Century Companies
15
American Century Companies
Missouri
$11.7M +$698K +72,017 +6%
CCM
16
Causeway Capital Management
California
$9.57M -$434K -44,767 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.95M -$4.09M -422,433 -31%
AHC
18
Anderson Hoagland & Co
Missouri
$8.18M +$20.5K +2,110 +0.3%
JP Morgan Chase
19
JP Morgan Chase
New York
$8.05M -$182K -18,732 -2%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$7.7M -$61.9K -6,382 -0.8%
XC
21
XY Capital
Hong Kong
$7.4M +$834K +85,984 +13%
CIBC Asset Management
22
CIBC Asset Management
Ontario, Canada
$6.38M -$462K -47,659 -7%
OMC
23
Old Mission Capital
Illinois
$6.27M +$6.28M +647,389 New
Natixis Advisors
24
Natixis Advisors
Massachusetts
$5.87M -$15.6M -1,612,157 -73%
Franklin Resources
25
Franklin Resources
California
$5.68M -$146K -15,014 -2%