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Sumitomo Mitsui Financial

243 hedge funds and large institutions have $705M invested in Sumitomo Mitsui Financial in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $396K | Put options by funds: $119K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.15% less ownership

Funds ownership: 8.88%8.73% (-0.15%)

8% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 37

2% less funds holding

Funds holding: 248243 (-5)

8% less capital invested

Capital invested by funds: $768M → $705M (-$63M)

28% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 103

Holders
243
Holders Change
-5
Holders Change %
-2.02%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
74
Reduced
103
Closed
37
Calls
$396K
Puts
$119K
Net Calls
+$277K
Net Calls Change
+$657K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
CoreCap Advisors
Michigan
$3K +$2.6K +430 New
CWM
227
Castle Wealth Management
Florida
$3K +$2.83K +468 New
TWP
228
TFO Wealth Partners
Ohio
$3K +$2.97K +491 New
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$2.51K -$484K -80,157 -16%
EWA
230
EverSource Wealth Advisors
Alabama
$2K -$7.88K -1,304 -78%
HS
231
Horan Securities
United States
$2K +$2.27K +375 New
HI
232
Harbour Investments
Wisconsin
$2K +$2.37K +393 New
JWM
233
Janiczek Wealth Management
Colorado
$1K -$41.5K -6,875 -97%
EI
234
Ellevest Inc
New York
$1K -$4.4K -729 -82%
EW
235
Evoke Wealth
California
$1K -$707 -117 -47%
CWP
236
Concord Wealth Partners
Virginia
$1K
RG
237
Retirement Group
California
$1K
TSWM
238
Tyler-Stone Wealth Management
Ohio
$1K
BIA
239
Bell Investment Advisors
California
$1K +$1.4K +232 New
Simplex Trading
240
Simplex Trading
Illinois
$1K +$1.46K +242 +372%
Qube Research & Technologies (QRT)
241
Qube Research & Technologies (QRT)
United Kingdom
-$8.02M -1,278,480 Closed
AI
242
Atria Investments
North Carolina
-$1.04M -165,376 Closed
Marshall Wace
243
Marshall Wace
United Kingdom
-$1M -159,775 Closed
Pzena Investment Management
244
Pzena Investment Management
New York
-$681K -108,562 Closed
SSA
245
Schonfeld Strategic Advisors
New York
-$466K -74,300 Closed
BTW
246
Boston Trust Walden
Massachusetts
-$442K -70,525 Closed
DTL
247
Dynamic Technology Lab
Singapore
-$428K -68,231 Closed
PP
248
Paloma Partners
Connecticut
-$409K -65,277 Closed
FIA
249
FNY Investment Advisers
New York
-$395K -63,000 Closed
Squarepoint
250
Squarepoint
New York
-$376K -59,911 Closed

SMFG Hedge Fund Activity: Q2 2022 in Review

243 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q2 2022, worth a combined $705M — down 8.2% from $768M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of SMFG and 34 opened new positions — a net loss of 3 holders — while 103 trimmed existing stakes and 74 added.

The largest buyer was Morgan Stanley, adding an estimated $37.6M. The largest seller was D.E. Shaw & Co, cutting an estimated $9.2M.

  • 243 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q2 2022, down from 248 in Q1 2022.
  • Funds reported $705M of Sumitomo Mitsui Financial stock for Q2 2022, down 8.2% quarter-over-quarter.
  • 34 funds opened new Sumitomo Mitsui Financial positions in Q2 2022 and 37 closed out, a net change of -3 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q2 2022 was Morgan Stanley, an estimated $37.6M added.
  • The largest Sumitomo Mitsui Financial seller in Q2 2022 was D.E. Shaw & Co, an estimated $9.2M sold.

Based on aggregated 13F filings for Q2 2022.