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Sumitomo Mitsui Financial

248 hedge funds and large institutions have $768M invested in Sumitomo Mitsui Financial in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

14% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 85

3% more funds holding

Funds holding: 241248 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.03% less ownership

Funds ownership: 8.9%8.88% (-0.03%)

8% less capital invested

Capital invested by funds: $831M → $768M (-$62.9M)

93% less call options, than puts

Call options by funds: $28K | Put options by funds: $408K

Holders
248
Holders Change
+7
Holders Change %
+2.9%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
97
Reduced
85
Closed
18
Calls
$28K
Puts
$408K
Net Calls
-$380K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
226
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.02K -$3.85K -540 -40%
FCA
227
FinTrust Capital Advisors
South Carolina
$5K -$990 -139 -16%
GAM
228
Gemmer Asset Management
California
$5K
OIA
229
Optimum Investment Advisors
Illinois
$5K +$5.77K +810 New
T
230
TCWP
Ohio
$5K +$5.85K +821 New
GRP
231
Global Retirement Partners
California
$5K +$5.98K +839 New
KFP
232
KB Financial Partners
New Jersey
$4K -$1.2K -168 -22%
FAG
233
Fortitude Advisory Group
Washington
$4K
FCG
234
Financial Connections Group
California
$3K
FHA
235
First Horizon Advisors
Tennessee
$2K -$7.16K -1,005 -79%
BWL
236
Bogart Wealth LLC
Virginia
$2K
BBHC
237
Brown Brothers Harriman & Co
New York
$2K
EW
238
Evoke Wealth
California
$2K
QC
239
Quent Capital
New York
$2K
CWP
240
Concord Wealth Partners
Virginia
$1K
CFB
241
Cullen/Frost Bankers
Texas
$1K
DHGWA
242
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K
RG
243
Retirement Group
California
$1K
TSWM
244
Tyler-Stone Wealth Management
Ohio
$1K
N
245
Nuveen
North Carolina
-$7.58M -1,116,709 Closed
CM
246
Castleark Management
Illinois
-$7.1M -1,045,000 Closed
Geode Capital Management
247
Geode Capital Management
Massachusetts
-$727K -107,133 Closed
SFI
248
Susquehanna Fundamental Investments
Pennsylvania
-$440K -64,865 Closed
BFM
249
Boothbay Fund Management
New York
-$175K -25,750 Closed
LJAC
250
L.J. Altfest & Co
New York
-$130K -19,085 Closed

SMFG Hedge Fund Activity: Q1 2022 in Review

248 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q1 2022, worth a combined $768M — down 7.6% from $831M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SMFG positions and 18 closed out — a net gain of 11 holders — while 97 added to existing stakes and 85 trimmed.

The largest buyer was Invesco, adding an estimated $28.9M. The largest seller was Westwood Holdings Group, cutting an estimated $17.5M.

  • 248 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q1 2022, up from 241 in Q4 2021.
  • Funds reported $768M of Sumitomo Mitsui Financial stock for Q1 2022, down 7.6% quarter-over-quarter.
  • 29 funds opened new Sumitomo Mitsui Financial positions in Q1 2022 and 18 closed out, a net change of +11 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q1 2022 was Invesco, an estimated $28.9M added.
  • The largest Sumitomo Mitsui Financial seller in Q1 2022 was Westwood Holdings Group, an estimated $17.5M sold.

Based on aggregated 13F filings for Q1 2022.