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Sumitomo Mitsui Financial

243 hedge funds and large institutions have $621M invested in Sumitomo Mitsui Financial in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 72

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

0% more funds holding

Funds holding: 243243 (0)

0.48% less ownership

Funds ownership: 8.73%8.25% (-0.48%)

12% less capital invested

Capital invested by funds: $705M → $621M (-$84.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
243
Holders Change
Holders Change %
0%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
105
Reduced
72
Closed
26
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$275K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Spire Wealth Management
Virginia
$2K -$5.63K -933 -76%
HI
227
Harbour Investments
Wisconsin
$2K
FCG
228
Financial Connections Group
California
$2K +$78 +13 +2%
Simplex Trading
229
Simplex Trading
Illinois
$2K +$507 +84 +27%
AIM
230
Axiom Investment Management
New York
$2K +$2.02K +335 New
CFGS
231
Concourse Financial Group Securities
Alabama
$2K +$2.18K +361 New
BIA
232
Bell Investment Advisors
California
$1K
EI
233
Ellevest Inc
New York
$1K
EW
234
Evoke Wealth
California
$1K
JWM
235
Janiczek Wealth Management
Colorado
$1K
TSWM
236
Tyler-Stone Wealth Management
Ohio
$1K
CTC
237
Central Trust Company
Missouri
$1K +$935 +155 New
SCA
238
Stonebridge Capital Advisors
Minnesota
$1K +$1.08K +179 New
M
239
MOTCO
Texas
$1K +$1.22K +203 New
MAM
240
Meeder Asset Management
Ohio
$1K +$1.63K +271 New
LP
241
LMR Partners
United Kingdom
-$14.8M -2,495,132 Closed
HT
242
HAP Trading
New York
-$7.12M -1,207,075 Closed
D.E. Shaw & Co
243
D.E. Shaw & Co
New York
-$963K -163,297 Closed
BFM
244
Boothbay Fund Management
New York
-$702K -119,000 Closed
ERSOT
245
Employees Retirement System of Texas
Texas
-$597K -101,168 Closed
New York State Common Retirement Fund
246
New York State Common Retirement Fund
New York
-$274K -46,452 Closed
SG Americas Securities
247
SG Americas Securities
New York
-$216K -36,669 Closed
EWA
248
EP Wealth Advisors
California
-$156K -26,387 Closed
Boston Partners
249
Boston Partners
Massachusetts
-$137K -23,294 Closed
BOH
250
Bank of Hawaii
Hawaii
-$87K -14,737 Closed

SMFG Hedge Fund Activity: Q3 2022 in Review

243 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2022, worth a combined $621M — down 12% from $705M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SMFG positions and 26 closed out — a net gain of 6 holders — while 105 added to existing stakes and 72 trimmed.

The largest buyer was Invesco, adding an estimated $12.7M. The largest seller was Cowen Investment Management, cutting an estimated $16.4M.

  • 243 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $621M of Sumitomo Mitsui Financial stock for Q3 2022, down 12% quarter-over-quarter.
  • 32 funds opened new Sumitomo Mitsui Financial positions in Q3 2022 and 26 closed out, a net change of +6 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2022 was Invesco, an estimated $12.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2022 was Cowen Investment Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q3 2022.